We help people make informed decisions
Our affordable, impartial advice helps you better understand your financial situation, the implications of different choices and how to develop a plan to achieve your personal goals.
Our guiding principles
We help people
We're open and honest in our approach and we're committed to helping people make the right decisions for their future. We listen, learn and then advise people on how they can live the life they want to lead. Our advisers are fully qualified, authorised and committed to delivering the highest quality of financial guidance and advice.
We're passionate about what we do
Whether it's helping someone over the phone, face-to-face or online, we always put the customer first and we bring passion to everything we do. This passion is focused on helping you find your 'safe place', making your money work for you and your loved ones. We love our job because every day we go home knowing we have made a difference.
We make advice affordable and accessible for all
We believe financial advice should be available for everyone. That's why our service is affordable and inclusive.
We believe in simple communication
The financial industry is known for being
over-complicated and we don't think it has to be. While the topics we talk about are always serious, often quite complex, our focus is providing information in a way that's easy to understand, enabling you to make
WPS recently helped me move to a new pension scheme.
They were great at making everything easy to understand, always quick to respond, and really good natured. After our first interaction, I now speak to WPS regularly as my trusted financial advisors.
Making decisions about my retirement had seemed like a daunting task.
Especially once I'd seen the number of choices I had to make. Once I enlisted the support of WPS Advisory that all changed. Their adviser, Nick, laid out all the options in terms I could understand, and helped me make a plan to live the life I wanted after work. I'm so grateful to the team for making sure my money works for me and for safeguarding my future.
When a former employer offered paid for advice from WPS Advisory, I decided to take it up and I'm glad I did. The process was entirely positive. WPS helped me make an informed decision about a really important choice. If I hadn't spoken to them, I could well have done something that I now believe might not have been right for me.
It has been an absolute pleasure dealing with Carol at WPS Advisory. I have been provided with a very professional and efficient service. All communication, both verbal and written has enabled me to understand the options available and reach an informed decision around my pension. Thank you so much for making what I had feared would be a difficult process surprisingly straight forward.
Meet the team dedicated
to helping you make a plan
Our Leadership Team
Our leadership team is committed to changing the financial advice
industry for the better.
People always refer to me as passionate. Well, they are right. My firm will make a difference to how people are treated when they need help making decisions about their lives. This passion makes sure that everyone in this business is here to help every person we meet achieve the things they want. This passion makes sure we give advice that always reflects your needs and wants rather than advice focused on selling products.
I could say lots more things about myself (and often do), but in life there are not many opportunities to make a difference. WPS Advisory is our chance. I promise we will not waste it.
Over 30 years ago I started my career as an Advisor. Since then, I've held roles throughout the industry before co-founding WPS Advisory as Chief Operating Officer. I'm the architect of the Guardian software business application that supports every aspect of our core activities.
I have a keen interest in using technology to help everyone, as well as motorsport and animal welfare.
I have been helping clients fulfil their retirement plans and goals for over 20 years. I am extremely passionate about the quality of advice we deliver. I want our clients to feel empowered to make informed decisions so they can achieve what they want for their family's future. Our clients are at the very core of everything we do.
I live in the North West and love nothing better than training and taking long walks with my dogs.
I am passionate about creating an environment where people can access high quality advice, enabling them to make an informed choice. This culture drives what we do and is the reason why I enjoy my job so much.
Outside of work I enjoy a wide range of sports such as bike riding, snowboarding and golf. I also ‘enjoy’ watching very little grow in my allotment.
I have over 20 years' experience in business development, relationship management and take to market strategies. I manage the new business acquisition process, key relationships with stakeholder customers and have supervisory responsibility for our advisers.
I live in Wimbledon with my partner, our daughter and our Border Terrier.
Since qualifying as a chartered accountant with KPMG, I've run the finance function for a variety of SMEs. During that time, I was involved in some really interesting projects with mergers, acquisitions and stock market flotations.
I'm married with three grown up children. And, whilst I've been lucky enough to travel overseas with my work, I'm always on the lookout for new places to visit.
I joined WPSA in May 2015 and was instrumental in setting our advice processes. Now, I'm responsible for our adviser training, including the technical understanding of schemes. In my 30 years in financial services I've specialised in pensions, with roles covering advising, training and technical.
Away from work, I try to average at least 100 miles a week on my bicycle.
My team and I make sure we keep our promises to our clients and the regulator. After many years in pensions helping well known firms to develop their services (I'm older than I look), I joined WPS Advisory in 2017.
Before my life in financial services, I was a probation officer working with offenders in the community and prisons. In my spare time, I'm an avid sailor and open water swimmer.
Services we provide
We chose WPS Advisory because we felt they had the knowledge, experience and understanding to assist our Plan members through their retirement options.
Pensions Administration Co-ordinator, Total E&P UK Limited
We chose WPS Advisory because we were reassured that they would work in the best interest of our members. They are approachable and the feedback we have had to date is extremely positive.
Pensions Manager - International and Executive, Rolls Royce
We chose WPS Advisory because they clearly evidenced the depth of their knowledge and experience and were very passionate about using this in a manner to engage with members/clients/individuals at a level that they could understand.
Co-operative Pension Scheme