wpsadvisory.com Avaliações 

Ian was so knowledgable and helpful, thank you so much!

Thank you Melanie of WPS, having reached that point of life and finishing employment ready for that retirement stage, there’s quite a lot to understand on several levels, being introduced to new terms, options, pension types with various options within that, add life style reverses pension income l could go on and on. Basically. l bet like me your definitely out of your comfort zone.
What a brilliant and personal service offered by WPS so with Melanie experience explaining clearly and concisely terms and aspects and how it works to your requirements as no person is the same plus how individuals adsorb this new information too, this WPS service has been invaluable and answered basically everything clearly and allows individuals like myself to make this transition with confidence having this WPS service so supports you decision making when your starting out and supports you 100%
So thank you Melanie

Simon and the team explained all options to be carefully and clearly, so I could make an informed decision. Highly recommended.

I spoke with Melanie Speak on two occasions, each time around an hour. Melanie's knowledge and explanations for me to decide which pension was best for me was excellent. Her knowledge was extremely impressive and she explained everything is a clear and concise way. I was very impressed 10/10

WPS was appointed by my employer to offer pensions advice. The adviser was well briefed, extremely knowledgeable and presented the information in an accessible and friendly way. They looked at the wider financial picture before offering advice specific to my circumstances.

Shebaz is very efficient, knowledgeable, friendly and helpful - all in equal measure.
As with other dealings with OneYou I feel reassured my pension arrangements are in safe hands.

Melanie Speak provide me with some excellent advice

I received pension advice from Melanie Speak at WPS - she was extremely thorough in understanding my wants and needs with regards to my retirement planning. She certainly knows her stuff and was able to explain the complex world of pensions in an uncomplicated manner with great demonstration of the different scenarios available.

Ian pointed out areas I had previously discounted, so well worth while.

The help and advice received from Melanie was very good and enabled me to make informed decisions concerning my retirement plans.
The peace of mind this gave me makes me look forward to a comfortable retirement

Following my request for help with a small defined benefit pension Shebaz called me back to discuss the details. He provided excellent service and kept me fully up to date with progress even though the timescale to achieve the transfer value was very short. Shebaz and the team at OneYou can be trusted to provide an exceptional level of service which I highly recommend.

Really good service and excellent annual review with Kieran as always.

The review I had with Kieran was really positive, at all stages of the discussion I received clear explanations to my options and just as important he was patient with all of my questions and re assuring when confirming my own thought process. I would and have already done so, recommend this service.

This review that we had with Kieran from WPS was so informative and helpful as well as clear and easy to understand. We would certainly recommend his services to anyone who would like good honest and straightforward advice about pensions.

I contacted Oneyou recently regarding consolidating pensions I have, Was put in contact with Shebaz who advised me on various financial scenarios going forward and then acted as go between to the various parties while keeping me fully informed. I’m currently just waiting for transaction to complete. Great Service, Many Thanks

Very impressed with WPS Advisory. All the pre-meeting information I was asked for actually focussed my thinking into how I wanted my retirement to look. It made me think about questions concerning my future that I hadn't previously considered. The advice, from Ian Waddell , was clear and un-hurried. I had time to digest and ask questions. An extremely positive experience on a subject that i've dodged for years. Can most certainly recommend.

I could not have asked for better help and advice in navigating myself into retirement than that received from WPS Advisory. It can be a bumpy road but WPS helped get there enormously.

In 2023 I attempted to transfer a defined benefit out and asked loads of financial advisors but only WPS would 'take me on'. They said it would cost £1500 which I was ok with even though I was just over the £30K where I had to have advice.
I filled out the who am I form, spoke initially with an advisor and all seemed to be going well. Then out of the blue I get a phone call saying THEY made a mistake and now the cost if I wanted to continue was £5,000. Nope! They apologised and that was that, left in the lurch. Its now 8 months later and just going through some old .pdfs and came across the who am I form I had to fill in and what a complete and utter waste of my time the whole process was. So, I thought I'd waste some more time doing a review.

We received excellent advice from our Financial Adviser, (Kieran), he was very clear with all aspects when dealing with our concerns & we are very satisfied with the outcome.

My experience with WPS was very positive. I was initially asked to complete a questionnaire to outline my circumstances, and then took part in a Teams call with Ian. Ian was well informed during the call and took the time to discuss my various options, and address any concerns I had. I now feel better informed to make a decision.