wpsadvisory.com Reviews 

257
TrustScore 4.5 out of 5

4.5

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Rated 1 out of 5 stars

The transfer from MoneyHub to WPS has been a disaster. I've lost access to my data and there's no indication that it'll be fixd anytime soon. Two days now and no progress. WPS have my financial data a... See more

Company replied

Rated 5 out of 5 stars

From beginning to end all staff from WPS have been amazing. The whole process was explained in a way that I completely understood and although a very long process the end result was exactly what I... See more

Rated 5 out of 5 stars

We had a pension review with Shebaz Ahmed recently. We found it extremely informative and picked up a lot of information because of the way it was explained to us. We came away from our telephone... See more

Company replied

Rated 5 out of 5 stars

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 ha... See more

Company details

  1. Financial advisor

Written by the company

WPS Advisory Limited is a firm of independent financial advisers providing access to high quality, affordable financial advice, often via the workplace or pension scheme. Since 2015 we have engaged with over 100,000 individuals and provided Personal Recommendations (advice) to over 40,000 customers.


Contact info

4.5

Excellent

TrustScore 4.5 out of 5

257 reviews

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No recent history of asking for reviews

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4.5

All reviews

(257)

10 reviews in the last 12 months

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Rated 5 out of 5 stars

Very helpful and informative advisor

Very helpful and informative advisor. Explained everything thoroughly and in simple facts. Had full faith in his recommendations and knowledge. Very likable and approachable personality.

23 August 2023
Unprompted review
Rated 5 out of 5 stars

Highly recommended

A series of good discussions with WPSA whose representatives were extremely professional and clear with the advice given. They opened my eyes to what is possible and the options. I would recommend WPSA

23 August 2023
Unprompted review
Rated 1 out of 5 stars

Stay away from this company

Stay away from this company, don't trust your company or union or take their advice they are in it together.
the pension investment process is not as complicated as WPS make it, they are unprofessional in every area of the process and your initial call in my experience is not free and all info you give on this call will form their analysis to convince you to stay with your company and invest with their investors is right for you?? and this initial info will be use to make their decision, without a signed and dated financial risk assessment and a dodgy couple of questionnaires.
Be warned the initial call will set the tone and cost in the region of £1500 just for advice?? How this company are getting away with what they are doing and not being monitored 'Due diligence' is shocking they are work only in the interest of your employer and the unions, not individuals.
you have worked hard life time for your pension a quick call and poor advice to them your just a golden ticket shared between companies. i will be taking this up with my MP hopefully this might raise the issue and stop this company ripping anyone else off.
There are a lot of good companies that will offer free advice and do a better job. note investing your money is not scary they make that so a good expert in finance will take the time to advice you well- don't let them get away with your hard earned cash NOT even a penny WPS advice is not free.

17 December 2022
Unprompted review
Rated 5 out of 5 stars

An invaluable experience

On my first contact with WPS, the representative mentioned that he suffered from a stutter, but if he hadn't mentioned it, I wouldn't have noticed. This didn't affect our conversation and I warmed to the company for not being discriminatory. My final contact with WPS was with Financial Consultant, Martin Winter. His knowledge of all financial issues, even outside of his specialist area of retirement, was superb and he was fantastic with his replies and explanations to all of my qustions. He was able to quickly understand my level of knowledge in certain financial areas, and then quickly explain the missing information that I needed. All of Martins time and help allowed me to make a well informed decision and I have absolutely no hesitaion in recommending him and WPS's services.

15 August 2023
Unprompted review
Rated 5 out of 5 stars

Pension

Ian my advisor was very thorough and explained everything in a way I understood. I now know what to do with my pension. Thank you,a great service and free. Well done WPS

16 August 2023
Unprompted review
Rated 5 out of 5 stars

Trustworthy, honesty and integrity from start to finish. Thank you for your valued advice.

David and his colleague Martin were the most pleasant pair of individuals and every step was explained thoroughly. The recommended product was just what I needed. I was not prompted or steered to any particular solution and from the very start I was made aware that I was in control and the choices I made were mine. The advice was first class with no pressure from Martin. He is both knowledgeable and diligent and felt like a trusted advisor and a friend more than a financial advisor. I would recommend WPS to friends who are nearing retirement age and Martin in particular for his professionalism and understanding of my needs and expectations. He exceeded my requirements and spent time ensuring I had all the answers to my questions. It is a big step allowing someone to manage my future and Martin again personified the trust and honesty when you allow someone to make such crucial choices on your behalf. Martin was a pleasure to deal with and more importantly he got me the best deal available.

15 August 2023
Unprompted review
Rated 5 out of 5 stars

The service was excellent

The service was excellent. Everything was gone through with me in great detail over a number of appointments which were always on time. The advice I was given was structured to my needs in a way I totally understood and was delivered patiently so nothing was rushed. I felt very reassured that I could now make a decision on my future finances, I would highly recommend them.

9 August 2023
Unprompted review
Rated 5 out of 5 stars

Friendly, jargon-free pension advice

I took advantage of an ex-employer's offer to obtain free pension advice from WPS. Martin and Ben were very approachable, listened carefully to my retirement plans and needs, and used plain English to explain my options and give independent advice, including about things I hadn't considered before. The questions I was asked during the process have helped me to think more widely about my upcoming retirement, not just the financial aspects. I would recommend this service.

26 July 2023
Unprompted review
Rated 5 out of 5 stars

Our advisor

The advice that James provided us was very informative. James answered all our questions and explained everything in detail and made it simple enough for us to understand.
I would highly recommend James for any pension advice and I will be using his services in the future.

24 July 2023
Unprompted review
wpsadvisory.com logo

Reply from wpsadvisory.com

Gary, thank you for taking the time to share your positive experience with James. He'll be delighted to hear that his efforts have resonated with you. We're here for all your financial planning needs and look forward to being there for you on your financial planning journey.

Rated 4 out of 5 stars

Sound Pension advice

The advisor,Melanie, went through everything in stages, made it very easy to follow and understand. It also helped me to think about what I needed and wanted.
Certainly helped me to form an opinion and make a decision on what to do with my future pension.

17 July 2023
Unprompted review
Rated 5 out of 5 stars

Professionalism personified

Ben and John were professionalism personified. Explained everything in straightforward language and always took the time to listen to any queries. A pension can be a precious and daunting thing, but I felt I was in expert hands in terms of very sound advice. Thanks, guys.

17 July 2023
Unprompted review
Rated 5 out of 5 stars

Extremely useful and valuable advice…

Extremely useful and valuable advice from Melanie. She explained everything carefully and meticulously in an easy to understand may. She was very patient, allowing me to ask as many questions as I needed. I felt she really wanted to give me the best advice she could and I appreciate that.

14 July 2023
Unprompted review
Rated 5 out of 5 stars

pensions advice

I was referred to WPS by a company pension scheme. I found the advice and options given by Anthony to be very informative, and put in simple terms that I can understand. Very helpful and probably saved me thousands. Thanks Stewart

12 July 2023
Unprompted review
Rated 5 out of 5 stars

Pension advice

We had a pension review with Shebaz Ahmed recently. We found it extremely informative and picked up a lot of information because of the way it was explained to us. We came away from our telephone meeting with a far clearer understanding of what we want to achieve with our pension due to the experience and knowledge shown by Sheraz.
Thanks
Alan & Jayne

7 June 2023
Unprompted review
wpsadvisory.com logo

Reply from wpsadvisory.com

Jane, we’re thrilled to receive such positive feedback from you and your husband following the great service Shebaz provided to you both. I’m sure he'll be delighted to know that his efforts have resonated with you. If you ever need anything, you know where we are!

Rated 5 out of 5 stars

Excellent service from WPS Advisory

Received advice from Andrew at WPS Advisory for my upcoming retirement plans and it was absolutely spot on for my requirements. Couldn't be faulted and if I ever need further advice then I'll only be going one place - WPS Advisory. Thank you for your excellent service.

4 July 2023
Unprompted review

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