wpsadvisory.com Avaliações 

Honest, Knowledgeable and understanding of my needs and objectives, this from an individual who had 23 years plus as a face to face Financial Advisor before more recently moving into a technical role with a major financial player

The service was excellent, and my advisor Ian Waddell very great at explaining things. Everything was gone through with me in great detail over several appointments which were always on time. The advice I was given was structured to my needs. I would have no problem recommending Ian and WPS.

Charlie Bettison and Ian Waddell have been really helpful in advising on my pension options. They were both extremely professional but also friendly, took time to understand my needs and my personal situation, and gave me confidence to take the right decisions regarding my pension. Thank you both very much.

I would like to express my sincere thanks to Shebaz Ahmed and Anthony Vasiliou for their advice in setting up my pensions. I am delighted with their service. it was really refreshing to work with financial advisors who are truly interested in their clients needs, circumstances and preferences. They provided me with clarity and understanding of such a complicated area.What impressed me most was the time they took to get a feeling of where I was with a common sense approach and I gladly recommend your services where ever possible in the future.

I found the whole pension experience significantly easier to understand and plan thanks to the team at WPS advisory. I had 3x sessions and during each was taken carefully through all the options I have available to me on this complex subject. The wpd Team themselves were patient, listened and were clear on the explanations. I will go back to WPS in the future should I need more support

I was contacted promptly as per the appointments made. The calls were informative and covered everything I needed to know to come to a good decision regarding which pat to take with my pension.

A very honest, thorough assessment. My views were challenged where necessary, which it turns out they needed to be. Very supportive throughout the process with my interests very much at the heart of everything.

Excellent quality service received from this company. The pensions advisor Shabaz Ahmed took his time to listen and understand my personal financial goals with regards to my pension arrangements. And explained in full in an easy to understanding manner how to achieve those goals in my particular case a pension transfer . A very effective and efficient adviser with an excellent administrator Carly . Would highly recommend this company

I found the guidelines the WPS work to and follow are of a very high standard. I was made to feel comfortable going through the full process by my advisor and received very helpful guidance to follow through thank you.

I found the advice WPS to be very helpful in deciding how exactly to take my pension.

They helped me in asking appropriate questions about retirement, but more importantly, they went through the different ways of taking a pension, so I not only understood the best option for me to take, I also understood why other options were not good for me.

I also better undertood how the pension provided by my employer was particularly good.

Even if you have a good idea about how to take your pension, it is good to have a professional go through it, so you are not left with a feeling of could one of the other options have been better.

I recenty started the process of understanding my pension and what would be best for my future. I was having trouble getting the correct information and when i got it a terrible time understanding it. WPS helped me get all the information required from the pension provider. Once this was done an advisor helped me work through my options. Anthony Vasiliou was the advisor and i cannot express how polite , supportive , informative to me. He provided excellent advice and through a set of punctual phone calls , answered every question i had. The experience has been fantastic and removed the worry about my pension. Great company and a wonderful advisor , again thenk you so much Anthony Vasiliou.

WPS made the whole experience very straightforward from gathering my information online to the conversations with Charlie and Ian.

Kieron was very good at at explaining thing to us that we did not understand he made it very easy for him to talk too.

Our adviser first asked us how we both were doing, which we thought was very nice.
We chatted about our finances and sorted it all.
The adviser didn’t pressure us into anything we didn’t want.
We were very pleased with the outcome.
He told us to get in touch if we needed anything else. We have a yearly review set up.

Many thanks to Joshua Walker for the information and guidance provided today. Has assisted me to make informative decisions going forward. Thank you

I had never used a FA service before and knew nothing about Pensions. My advisor (Anthony) was extremely patient and helpful and guided me through the minefield. He certainly listened to my questions, requirements and concerns and advised in my best interest. I was put very much a ease.

very helpful polite first name basis. advise very good spent lots of time going through everything great advise many thanks colin.

I was put in contact with WPS relative to my pension and some financial advice. My contacts were Martin and Addy, both of whom were extremely helpful throughout. They explained the entire process and answered all my queries etc. Understanding pensions is not entirely straight forward but they took their time and were excellent. Highly recommended!

Thanks Martin for being so helpful in explaining the intricacies of my pension options. Really informative and explained in a way for me to understand...
I felt my specific circumstances were well understood which ultimately impacts on any advice given.
I also felt assured and confident in the final decision made on how best to proceed thanks Martin, really appreciate your assistance.