wpsadvisory.com Avaliações 

257
O TrustScore é 4.5 de um total de 5

4,5

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Veja o que dizem as avaliações

Avaliado com 1 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Detalhes da empresa

  1. Consultor Financeiro

Escrito pela empresa

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.


Informações de contato

4,5

Excelente

O TrustScore é 4.5 de um total de 5

257 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Sem histórico recente de pedidos de avaliações

Esta empresa não convidou os respectivos clientes recentemente, portanto as avaliações podem não ser representativas

Respondeu a 33% das avaliações negativas

Normalmente responde dentro de 24 horas

Como esta empresa usa o Trustpilot

Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.

4,5

Todas as avaliações

(257)

8 avaliações nos últimos 12 meses

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Avaliado com 5 de um total de 5 estrelas

Russell as always super efficient easy…

Russell as always super efficient easy to talk to and listen. Always gives excellent advice . Can only strongly recommend One You financial advice second to none. Thanks again Russell . All the best John.

31 de outubro de 2024
Avaliação não solicitada
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Resposta da wpsadvisory.com

John, from Russell and the wider team here at OneYou thank you for your review. We are here for you, every step of the way.

Avaliado com 1 de um total de 5 estrelas

As close to a scam as you can get

Ref to one you. Mistakes on documents delays. Bad advice. Wrong fund transferred. Etc etc absolutely hopeless. Poor is not enough. Advisor had a false Facebook page with false reviews. Now page cannot be found.....

7 de fevereiro de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Yet again

Yet again, i received excellent advice, regarding my pension pot from James Howell-Manning. Its always a pleasure speaking to James, regarding my finances. I always get good advice and get issues clarified within a short period of time. Many thanks James.

28 de outubro de 2024
Avaliação não solicitada
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Resposta da wpsadvisory.com

Mr Barton, on behalf of OneYou and James I say thank you for your glowing review. James will be over the moon to hear of your positive feedback.

Avaliado com 5 de um total de 5 estrelas

Clarity of advice at seeing a bigger picture

My employer outsourced WPS for advice on its pension scheme. I thought I was pretty certain of my preferred option before the meeting with Martin, but concluded differently by the end of it. Through Martin's clear painting of a bigger picture in my overall circumstances, and some figures to support it, it became apparent that the different option made more sense. Very pleased with the advice I received!

8 de janeiro de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Thoughtful and tailored pension advice

WPS have been appointed by the trustees of my company's defined benefit pension to provide financial advice. I had an introductory call and then a longer appointment during which I received advice specific to my circumstances. Before contacting them I thought I had a plan for retirement but they encouraged me to think about alternatives and I did actually change my plan. Both Brian and Martin were very personable and their advice was clear and very helpful. I now have a clearer way forward as I approach retirement.

18 de dezembro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

WPS offer excellent pension advice

My employer has appointed WPS to provide pension advice to those nearing retirement, so I took them up on their offer. I had two introductory calls with WPS and provided all my pension and other relevant information, so they could get an idea of my expectations in retirement. I then had the Teams call with Andrew who was very knowledgeable about finance generally, very easy to talk to and knew everything there is to know about pensions. He prepared spreadsheets prior to our meeting and had a very good idea of what I needed to do, and gave excellent advice. So I'm in a much better position than if it had been left up to me to work it out and now know exactly what to do going forward with regards to my pension.

11 de dezembro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

WPS for Pension Advice

WPS are appointed by the trustees of my pension to provide financial advice. I had a couple of calls with them to understand where I am in my journey to retirement and I found the information they provided detailed and insightfull. They were highly knowledgeable and I ended the process in a much better position than I started.

2 de dezembro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Helping with my pension !!!

I have been working with wps advisory service for over a month now and i have to say its been a real pleasure they have made the whole pension experience easy and straight forward George,Samuel and Martin are true gentlemen they explained things in a way that made it so much easier I would recommend this company 100% and I am so graful I was able to use them .

5 de dezembro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Tailored and personal advice

I am impressed with the very personable contact I have experienced with WPSA. The advice offered is tailored to my requirements and take into account my plans for the future. Considerable time and effort is given to establish what I require for the long term as well as my on-going income. I was initially dreading making the decisions about my pension. I was really relieved to have my options explained in a straightforward and uncomplicated manner.

22 de novembro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

WPS Advisory Pension Advice

Ian from WPS Advisory explained everything to me in a clear way. He did not rush me and answered all my questions helping me to make an informed decision on the future of my pension. He was very courteous and punctual. Thank you Ian.

1 de novembro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Excellent Advice

Ian's advice was excellent. He was thoroughly prepared, insightful, practical, pragmatic, wise, approachable and a very good sounding board. Thank you Ian and WPS Advisory.

28 de outubro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Excellent Service

Excellent service, James was everything g you could want from an Advisor, he listened to what I was looking to do and why, he explained everything in clear English so it was easy to understand and his written advice summary was easy to read - would definitely recommend One You to anyone who would like Financial advice and feel confident that they would be able to make the right decision based on the advice
Oh, and they are very efficient as well!

28 de outubro de 2024
Avaliação não solicitada
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Resposta da wpsadvisory.com

Graham, we cannot thank you enough for your review.

James goes above and beyond to ensure our valued clients such as yourself receive the best service possible. He will be delighted to hear how his efforts have resonated with you.

Avaliado com 5 de um total de 5 estrelas

I would recommend WPS

I would recommend WPS. They offered me clear, impartial advice about my pension, which I really appreciated.

23 de outubro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Thanks to Shebaz

Thanks to Shebaz for being extremely clear with the advice and for answering all my questions. An excellent adviser.

11 de outubro de 2024
Avaliação não solicitada
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Resposta da wpsadvisory.com

Helena, thank you for your kind words and review of our services.

As you know, we are here for all your financial planning needs and look forward to the next time we speak.

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