Passing on your pension
Straightforward guidance on savings and investments
My Money Expert makes financial planning accessible and transparent, helping you take control of your money with confidence. Whether you’re looking to grow your savings, explore investment opportunities, or better understand your retirement options, our advisers are here to guide you.
What we offer
At My Money Expert, we provide independent advice across a range of savings and investment options, including:
- Stocks & Shares ISAs – tax-efficient ways to grow your money
- General Investment Accounts (GIAs) – flexible investment opportunities to suit your goals
- Pension drawdown – helping you access your pension while keeping it invested for potential growth
Advice tailored to you
Every client is different. Our advisers will take the time to understand your goals, appetite for risk, and financial situation, before recommending a portfolio that balances risk and opportunity.
With My Money Expert, you’ll receive the same care and expertise you’d expect from the My Pension Expert group, all focused on making savings and investments more straightforward to understand.
