wpsadvisory.com Avaliações 

I have been looking to combine pension pots and Shebaz has been great. He has made everything clear and simple and has kept me up to date with progress and next steps. Really helpful and would recommend!!

Kieran was very informative and helpful, (using layman’s terms as necessary to ensure I understood my options!!) so what I had anticipated was going to be a difficult process actually turned out to be completely painless! Thank you!

I spoke to Kieran who was very good and gave me great advice.

Melanie speake and Samuel Karami helped me massively as I didn’t truly understand what was involved with the pension process especially in my situation in retirement through ill health, and now it’s clear and concise and I am very happy with their professional manner.

Consultation provided by my provider as part of the run-in to drawing my pension. Initial chat with Samuel Karami went well, followed by a review of the information gathered with Andrew Bashford-Squires who was approachable, knowledgeable and friendly. Came up with useful insights into the options available and provided a written summary. Altogether this helped confirm that I have the right approach in place to see me through the coming years.

My recent experience in dealing with One you and in particular Shebaz, I found them again to be extremely professional, any enquiries I had were dealt with swiftly and with great accuracy. I have been dealing with One you for 5 years now and I have always felt supported and with them always willing to guide and help.
I would highly recommend One you and I will continue to use them in the future.

Ian Waddell was very informative and helpful without being patronising. Thank you

Melanie, the WPS advisor was friendly but professional. We discussed all aspects of my pending retirement and the best way to manage my pension to suit my personal circumstances, in an impartial manner.

Ian was really personable and listened to understand my personal circumstances well. Really valued an external perspective on my situation that helped inform the decision I made regarding my pension options.

As someone who previously had not paid enough attention to their pension, this was an enlightening experience. The process of filling in the forms, then a pre-meet to clarify my answers meant my advisor Kieran was well informed about my individual situation. He offered clear and easily understood advice that has enabled me to make a decision on my future. I would absolutely recommend this service.

Recommend - very useful and informative advise.
Following completion of information questionnaire, there were several follow up calls before speaking to WPS advisor Melanie which was done on several occasions via Teams video calls. Melanie was well very professional and extremely helpful. This enabled me 17to proceed confidently in my retirement plans.

My financial WPS advisor Melanie was extremely helpful during our one to one zoom call. She was fully briefed on my personal situation and provided me with useful information that will enable me to reach my financial goals.

This was a very thorough process through to filling in forms, pre-meeting call and then a teams meeting with Kieran to explore by pension and retirement goals. The advice was clear and helpful and everything was explained in an easy way. I would highly recommend.

Kieran gave me very clear and helpful pension advice. I would recommend.

Needed advice on how to find a new home for the money in my SIPP and had heard good things about OneYou from my girlfriend who had consulted them about her works pension.

James was brilliant at being very knowledgeable and also able to communicate that knowledge in clear terms to a complete numbskull (me).

And when a technical problem arose meaning I couldn't go through with James' initial advice, he and OneYou pivoted very elegantly to provide me with another, equally effective option - evidence that OneYou don't have a set 'playbook' but do indeed tailor their advice and expertise to each individual client.

Communication with James and the office (shoutout to Carly) was also very good and totally transparent throughout the process.

When I need more financial advice I shall definitely be a return customer.

Absolutely helped me out so much. Everything was explained in an easy way. Simon from wspa was very professional and friendly, which made the journey easy and pleasurable.

I had an excellent consultation with WPS Advisory over my pension. A thorough process of filling in forms, pre-meeting calls and then an unhurried meeting exploring what my goals are in retirement and how best to meet them. At all times I felt that it was well-informed advice entirely with my benefit in mind.

Used OneYou to get some expert advice regarding my pension when I took the decision to retire recently. I was put in contact with James who was extremely knowledgeable about pension options and we did a thorough review of my personal circumstances and then the particular options available to me. It was an excellent process and the information was presented in a clear way. Was definitely very helpful in helping me decide the right option for me.

My session today with Kieran was a pleasure. He was totally up to speed with my situation and was able to offer direct and invaluable advice to help me towards making some quite critical decisions regarding my pension and financial future. He listened as much as he spoke to me and I now feel informed and confident in moving towards making my decisions.

I sought advice regarding the transfer of an occupational pension; a significant financial decision. I was impressed by the highly structured approach taken by Simon at WPS and his friendly, professional service. I was guided through to my ultimate decision at a comfortable pace and I was able to make an informed decision which I am happy with.