wpsadvisory.com Reviews 

257
TrustScore 4.5 out of 5

4.5

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Rated 1 out of 5 stars

The transfer from MoneyHub to WPS has been a disaster. I've lost access to my data and there's no indication that it'll be fixd anytime soon. Two days now and no progress. WPS have my financial data a... See more

Company replied

Rated 5 out of 5 stars

From beginning to end all staff from WPS have been amazing. The whole process was explained in a way that I completely understood and although a very long process the end result was exactly what I... See more

Rated 5 out of 5 stars

We had a pension review with Shebaz Ahmed recently. We found it extremely informative and picked up a lot of information because of the way it was explained to us. We came away from our telephone... See more

Company replied

Rated 5 out of 5 stars

Very efficient service, pleasant and knowledgible people to deal with who explained everything clearly, answered any questions I had and made the whole procedure very smooth from start to finish. I ha... See more

Company details

  1. Financial Consultant

Written by the company

WPS Advisory Limited is a firm of independent financial advisers providing access to high quality, affordable financial advice, often via the workplace or pension scheme. Since 2015 we have engaged with over 100,000 individuals and provided Personal Recommendations (advice) to over 40,000 customers.


Contact info

4.5

Excellent

TrustScore 4.5 out of 5

257 reviews

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4.5

All reviews

(257)

10 reviews in the last 12 months

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Rated 5 out of 5 stars

WPS good objective and personalised pension advice

WPS provided an excellent pension advice service. Information was collected and importance placed on aspirations and plans as well as objective financials. The pension advice meeting went through all of my options and allowed plenty of opportunity for questions. Advice was well explained and showed thorough understanding of my needs and the financial aspects of each option. Just what I needed.

October 11, 2024
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Rated 4 out of 5 stars

Wonderful Service

Wonderful, professional service. Shebaz explained everything in great detail.

October 11, 2024
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Reply from wpsadvisory.com

Karen, on behalf of Shebaz and the wider team here thank you for your review. Shebaz will be happy to hear of your feedback.

As you know we strive for excellence so we will be sure to be in touch to see how we could have improved our services to earn a full five stars.

Rated 5 out of 5 stars

Highly recommended

Shebaz was really clear, patient and left me feeling so much more in control of my situation and the future.

October 10, 2024
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Reply from wpsadvisory.com

Catherine, on behalf of Shebaz and team here at OneYou thank you your review! Shebaz will be delighted to hear of your feedback.

Rated 5 out of 5 stars

WPS Pension advice

I spoke to Kieran at WPS who I can highly recommend. He provided information and advice around my work pension options. He gave me clear detailed information to enable me to make an informed choice around my future. I didn’t feel rushed and he explained everything clearly without any jargon and discussed each options in detail outlining the different variants to consider. Pension schemes have always been quite confusing, so it was really reassuring to have Kieran explain everything to me in a patient & clear way. I highly recommend talking to him. Thank you.

September 19, 2024
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Rated 5 out of 5 stars

Recommended for peace of mind

I was quite nervous as am pretty clueless, but the advisor put me completely at ease and completely understood my situation. Definitely recommend for peace of mind.

September 25, 2024
Unprompted review
Rated 5 out of 5 stars

Pension advice from WPS

Friendly, professional and informative advisor understanding my personal situation. He gave great advice to help me make decisions regarding my pension.

September 17, 2024
Unprompted review
Rated 4 out of 5 stars

WPS advice

Most recent experience with WPS was excellent - clear, focussed and informed discussions about my options. Didn't feel rushed and took time to explain including busting some of the jargon.

September 12, 2024
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Rated 5 out of 5 stars

WPS, clear and detailed advice

I was lucky enough to be entitled to pension advice under my scheme benefits and WPS were appointed to to provide it. Kieran Ball who was the advisor was very clear and detailed, and whilst on this occasion his advice was similar to my thoughts I am sure if it hadn't have been, it would have been obvious as to why. From my experience I can only recommend them and Kieran.

June 1, 2024
Unprompted review
Rated 5 out of 5 stars

Great to get an outside view of your finances

Disclosure: I work for Rolls-Royce and the WPS fees were covered by RR.
Having said that, and having gone through the process, in my opinion the cost of WPS is a good investment.

I am approaching retirement, and used PWS to help me make an informed decision about my wants, needs and objectives for the future.

The process involved a few stages, culminating in a 1hr+ on-line 1-2-1 in depth discussion.

My adviser was clearly knowledgable about finance in general and my financial status in particular, using details I'd submitted at an earlier stage.

During the discussion, we went through my current income/savings and plans for the future, working out costings/estimates/affordability and covered the various options available.

The whole 'WPS process' makes you sit down and work out your finances, ready for discussion. The discussion gives a neutral, outsider's perspective and asks what-if questions you may not have thought of.

September 3, 2024
Unprompted review
Rated 5 out of 5 stars

A first class company

My personal experience with WPS has been fantastic. I used the company to move a private pension to a new provider. The service was faultless from start to finish. All the staff were constantly professional with a friendly attitude and always willing to help and support. Anthony and his team were constantly supportive and I have nothing but praise. I was also very impressed how they kept me constantly updated, l cannot praise the company highly enough and wouldn’t hesitate recommending them to others.

August 28, 2024
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Rated 5 out of 5 stars

Helpful and Patient

Very helpful consultation with Andrew Bashford-Squires from WPS on my work pension options. His advice was well-informed, honest and understandable. He was incredibly patient with someone (me) who understands very little about personal finance and pensions. Would def recommend.

July 31, 2024
Unprompted review
Rated 5 out of 5 stars

Great advice !

The whole process went to plan. All of my calls with the staff were as scheduled and very helpful. The calls with the financial advisor Melanie Speak were excellent. Melanie explained more challenging aspects of the pension advice so it was simple and clear to follow . I was able to consider my decisions with all of the necessary information required. Melanie was very easy to talk to, down to earth and the whole experience was very positive. Thank you

August 1, 2024
Unprompted review
Rated 5 out of 5 stars

Ian (Waddell) from wps explained…

Ian (Waddell) from wps explained everything clearly to me. I felt that I left the meeting understanding a lot more than I did at the start. Ian went through the process in a very calm professional and supportive manner. Thank you.

July 18, 2024
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Rated 5 out of 5 stars

Superb Shebaz

Had the pleasure of dealing with Shebaz and he was superb. No time pressure and just a proper chat going through things in a conversational style which ensured I received clarity in my thinking and for my future decision making. Clear and concise and extremely worthwhile.

July 24, 2024
Unprompted review
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Reply from wpsadvisory.com

Thank you ever so much for your glowing review.

Shebaz and those that designed our advice journey will be delighted to hear how this has resonated with you.

We are here for all your financial planning needs and look forward to the next time that we may be able to be of service to you.

Rated 5 out of 5 stars

WPS (Simon Litchfield) Pension Advice

Used WPS (Simon Litchfield) to advise on Pension options. I started the process convinced I was going to take the transfer option; but following a number of detailed conversations, with Simon, regarding my expectations and future aspirations we chose to take the standard pension option with tax free lump sum. Despite my initial reluctance Simon clearly explained his rational for the advice which I completely agreed and understood. A huge thanks to Simon (WPS) for taking time to understand my position and bringing me around to making the best decision for me and my family. I would strongly recommend WPS for anyone looking for honest simply explained financial advice.

June 20, 2024
Unprompted review
Rated 2 out of 5 stars

A bit pricey for using only part of the…

A bit pricey for using only part of the service, great staff very informative but unfortunately I didn't complete any executions but still had to pay for the full service so was left disappointed with the cost, sorry.......

July 5, 2024
Unprompted review

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