Helping you build your future

Helping you build your future

It's our day job

We know that when it comes to making financial decisions, it can be difficult to get the right information at the right time. That’s why we’ve gathered everything you need all in one place.

Working for you

We listen, we learn, identify your objectives, your needs and your wants. Helping you make informed decisions.

As a customer, what is it like to work with WPS Advisory limited?

We take time to really get to know you and do all we can to make taking advice feel comfortable. 

Helping you make informed decisions

It's not about pensions or investments, its about you and your money.

When do you need a plan?

There’s no right or wrong answer about when. But it’s important to have a plan so you don’t run out of money. 

What information do you need from a customer to give them advice?

Everything that will enable us to become an expert in you. We’ll get to know you properly through honest conversations about how you got to where you are today.

How do you help experienced new customers manage their pensions?

We find out what you want to achieve and why – our goal is to put together a plan that works for you.

Let's keep it simple

Its your money.

What is meant by income drawdown?

Your money stays invested which can be riskier when compared to other ways of taking your pension.

When can I take out my pension as money?

A pension is to last you for the rest of your life – just one of the many things you need to consider carefully before making your decision.

What types of pensions are there?

There are a number of different pensions, but what they all have in common is that they pay you money when you leave work and choose to retire.  

Why should you think of the term money instead of pension?

We all manage money every day, making thousands of decisions over our lifetime. In our experience, most people get those decisions right. 

Simply, what is a pension?

A pension is just money - usually saved by you and your employer over your lifetime.