Investments

At My Pension Expert, we offer investment advice services under My Money Expert Investments.

It’s all part of our commitment to helping you make informed financial decisions later in life. Through My Money Expert, you can access clear, independent advice tailored to your goals, whether that means growing your money, generating an income, or making the most of your retirement savings. And of course, it’s delivered with the same expertise and care you’d expect from My Pension Expert!

What is an investment?

Put simply, an investment is a way to put your money to work, with the aim of achieving growth over time. Whether through stocks, bonds, property, or cash holdings, investing opens the potential to increase the value of your funds.

With guidance from the advisers at My Money Expert, you’ll receive recommendations for suitable investment portfolios based on your personal goals and risk appetite. These portfolios typically include a mix of assets to help balance risk and return in line with your objectives.

What we offer through My Money Expert Investments

Our investment service:

Each option offers different benefits depending on your financial goals, and our team is here to help you find the right fit.

Is investing right for me?

It’s a common question, and a sensible one. Whether you’re new to investing or unsure if your pension pot is large enough, our team is here to help.

The independent financial advisers at My Money Expert will take the time to understand your circumstances, talk through your goals, and provide tailored advice that works for you. And if investing isn’t the right step? We’ll tell you – honestly and clearly, without pressure or obligation.

Financial decisions can feel overwhelming, but you don’t have to make them alone. You can book a no-obligation appointment by requesting a callback or calling us for free on 0808 304 6099. We’re here to help you feel confident about your financial future.

info icon blue Important information

When investing, your capital is at risk. Past performance is not a guide to future performance.

How much does it cost?

Investment products come with various associated fees – some relate to the advice you receive, while others are linked to the platform and funds involved.

At My Money Expert, we believe in complete transparency. Your dedicated financial adviser will clearly explain all charges and ensure you know exactly what you’re paying for, and why.

Ready to take control of your financial future?

Request a call-back or call us today, and let’s put your money to work!