Make a plan and see it through
Decisions you make now can have a big impact on your future. By identifying your goals and creating a plan, you’re much more likely to achieve them.
We work with you to create a plan so you can live your best life.
Why should you get in touch?
- Because everyone should have a plan, regardless of age or the size of your
- Because you might be able to make more of what you've already got
- Because we'll always put your needs first
- Because we only charge in pounds and pence for the work that we do to help you
- Because we do not limit the time we spend with you so that you can make an informed decision
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.