wpsadvisory.com Avaliações 

Thank you so much for explaining the many options available to me allowing me to come to down just One option that we both agreed suited to me.

I found the session with Melanie really useful. She's informed and factual. I felt this was truly independent advice.

After speaking to Kieran regarding mainly my partners pension. Then also, including my own little pensions and our finances we have in place. We now have a very good understanding of our financial goals and future needs. This really helped us in understanding our current position planning for our retirement. Massive Thanks Kieran!

The whole process with the phone consultations was a very valuable service. Simon understood my financial requirements for now and our future. They explained anything I wasn't sure about and I have gone with their recommendations. Thank you to everyone that was involved.

Everything to do with my pension and questions were answered very well and in leymans terms not solicitors jargon. I am very grateful for this service and appreciate the WPS's time given on the telephone and emails. Would truly recommend this service.

My adviser, Simon, was helpful and knowledgeable, and wanted to understand what I wanted to do with my pension and my retirement. Having established that, he gave me the best advice and didn’t propose risky investments or courses of action which didn’t suit my individual needs or wants.

Shebaz was excellent during my consultation always checking my understanding and perfectly talked me through a very complicated process.....many thanks.

Great service from both Carly in admin and my advisor Shebaz.He explained and advised on everything regarding my pension transfer in a clear and friendly way with not an ounce of pressure and without any of the dreaded jargon many people in the finance industry love to use.
The biggest compliment I can make is that by the end of the process i felt as though I was speaking to a long time friend.
Thanks again Shebaz and Carly.
Paula Owens

Kieran was helpful and informative. An open and honest discussion with out any jargon.

Comprehensive financial assessment followed by appropriate tailored advise on available pros and cons of all possible options.

Really thorough advice given. I was impressed with the indepth level of fact finding as to my hopes, dreams and the reality in respect of income & expenses. All done in an easy to understand process over 6 weeks, with a mix of scheduled phone appointments and a written statement on my part, answering set financial questions. At each step of the way WPS made sure that I understood the processes & goal. This process culminated in a final 1.5 hour phone call with a WPS financial advisor, who systematically worked through my statement, plans and how to achieve them, with tax guidance thrown in. Special thanks to Melanie at WPS for her assistance.

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 had several phone interviews with Charlie Bettison who went above and beyond to sort out everything needed and a phone meeting with Melanie Speak who was very professional and amiable the whole time. All appointments were bang on time. Many thanks

I came away from my call with Andrew feeling 100% reassured on my pension plans and happy I was making the right decision. Andrew was extremely helpful in discussing the various options and pros and cons; he was well prepared ahead of our conversation and understood exactly both my current and future aims for a secure financial lifestyle.
He was so informative and helped me understand the pension process much better. I would thoroughly recommend WPS services

Spent a lot of time looking at my financial needs and helped me understand the intricacies of pension law. This enabled me to make a balanced decision.

Always a positive experience when engaging with the team at OneYou.

Most importantly they have earned my trust that the guidance they give is in the best interests of me and my family

Very knowledgeable and helpful advisors made the process a pleasure. Very clear advice and explanations all the way through. Thoroughly recommended.

The advisor was well prepared, having read my submission, and had a good feel for my requirements going forward.
The advice was couched in easy-to-understand terms so that I knew exactly where I was at the end.

One You has been extremely helpful to me give great advice and always listen to what you have to say. I have been dealing with Joshua who really made me feel at ease and nothing was too much trouble for him showed great patience with me if i was unsure of anything can't speak highly of him. I am glad to be with One You no complaints at all.

I have been very happy with the services provided by OneYou in the management of my pension. In addition, Shebaz has provided great advice on a pension transfer, with clarity and in a warm and friendly manner. I would highly recommend.

For the past two months I have been dealing with a Financial Advisor at the WPS Advisory, Kieran Ball. I cant speak highly enough of Kieran. He was great at making everything easy to understand and always quick in returning my calls and answering my emails. He was very professional and courteous and I would have no hesitation in using him again. So, Kieran gets a 10/10.

So, if you are looking for a trustworthy financial adviser get in touch with him at WPS Advisory.