wpsadvisory.com Avaliações 

First class professional advice. Options were clearly explained in layman’s terms. I felt it was a thorough review and all my financial needs considered.

The OneYou app is also very useful.

Would highly recommend.

From start to finish I felt very well informed and listened to. James was very clear in his explanations. He was patient with my endless questions and didn’t rush me into any decisions. I am very happy with the outcome.

I am approaching 60 and have two separate defined pensions available for me to start drawing in April 2024. The team at WPSA made the complicated world of pension choices easier for me to understand and guided me to make well informed decisions.
Thanks to Craig Robertson, Charlie Bettison and Andrew Bashford-Squires.

Good honest information and advice from Josh Walker. Does what he says he'll do.

Very easy to book a face to face review via Microsoft Teams. The review took place on time & the One You representative was very polite, responsive & easy to interact with. All in all a very good stress free client review with a satisfactory outcome. Exceeded my expectation yet again as a company

I have just had Pension review with Joshua Walker from One You and his suggestions with my attitude towards 'risk' has changed after he checked my completed forms. He explained the reasons in terms i understand i now feel at ease and reassured to proceed.

From start to finish I felt very well informed and listened to. James was very clear in his explanations. He was patient with my endless questions and didn’t rush me into any decisions. I am very happy with the outcome.

Very grateful to Kieran Ball at WPS for his financial advice regarding my BBC Pension.

With the daunting prospect of retiring and not doing the wrong thing , it was very helpful having WPS on your side.
I met with Simon Lichfield, an Advisor and Technical Specialist with WPS Advisory Ltd. Late January 2024 Simon's advice during the meeting and within the subsequent letter I felt he had understood my vision of my future extremely well .
My advise , I felt was exactly what I intended I have no hesitation in recommending this company to anyone seeking independent financial guidance.

Once again an excellent review with James Howell-Manning. James' knowledgeable yet "down to earth" approach is always appreciated, both in the lead up to our retirement and now with ongoing advice.

We had our pension review today with James Howell-Manning of OneYou. James Was very professional and explained everything very clearly to us. This made us feel very comfortable and reassured that OneYou are working on our behalf.
We are extremely happy with the service provided by OneYou and its team.

James Howell-manning was very good in sorting my pension drawdown out excellent advice smooth transfer Carly very good on the admin one you are a good company thanks

They were so friendly and professional and made us feel at ease and understood and no jargon used.

I met with Simon Lichfield, an Advisor and Technical Specialist with WPS Advisory Ltd. on 10/1/24. Simon's advice during the meeting and within the subsequent Advice Letter was detailed and comprehensive whilst also clear and easily comprehendible. I felt I was in the hands of a pensions expert. I have no hesitation in recommending this company to anyone seeking independent financial guidance.

It always a pleasure to talk with James Howell-Manning, he is very professional and courteous with a good understanding of your personal financial situation.

WPSA are a pivotal part of my company's pension advise. We openly reviewed my needs and took a change of direction for the best. I believe my decision, following WPSA advise is now the best for me, my wife and my family. Thank you!

Following a disinheritance, I needed to get to grips with my pensions. Anthony provided clear, solid advice in a calm and understanding manner. What I thought I needed to do, after careful examination, was not the correct path. Without being rushed, I was able to make the right decision for me and put my future on the right track. Anthony's advice proved to be invaluable and I highly recommend him.

I utilised WPSA's expertise to underpin my own decision making and ensure that I had not omitted consideration of any critical areas. The series of conversations that culminated in my final discussion with Ian Waddell all fully met my needs. The process was comprehensive and the outcomes always informative. This resulted in a far better plan for my retirement and beyond. All in all I am really glad that I availed myself of WPSA's services.

The financial advice I received from WPS regarding my BBC pension was clear and enlightening. It was given following thought-provoking written questions and a pre chat with an advisor aimed at clarifying information provided in my own words. Armed wtih this information a second, main, advisor talked me through my options in the context of my and my spouse's retiral needs and wants and our pre and post retiral finances. I felt supported and in good hands throughout. Customer services were very helpful.

So many questions when thinking about finances in retirement. After a session with Melanie I feel I'm now ready to deal with it. She is friendly and very knowledgeable. Helped me make decisions independently and with no pressure. Everything was explained in easy to understand jargon. Gave me lots to think about and look into. I highly recommend Melanie and this company.