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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Replied to 50% of negative 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

Thank you Melanie of WPS

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

4 June 2024
Unprompted review
Rated 5 out of 5 stars

WPS pension discussions

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

24 May 2024
Unprompted review
Rated 5 out of 5 stars

Would recommend for advice

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.

22 May 2024
Unprompted review
Rated 5 out of 5 stars

Efficient, knowledgeable, friendly

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.

21 May 2024
Unprompted review
wpsadvisory.com logo

Reply from wpsadvisory.com

Geoff, on behalf of Shebaz and OneYou, thank you for your lovely review, it means the world to us. We look forward to next time we meet.

Rated 5 out of 5 stars

Great Service- Melanie Speak

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.

16 May 2024
Unprompted review
Rated 4 out of 5 stars

The help and advice received from Melanie

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

2 May 2024
Unprompted review
Rated 5 out of 5 stars

Transfer of Defined Benefit Pension Fund

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.

25 April 2024
Unprompted review
wpsadvisory.com logo

Reply from wpsadvisory.com

We are delighted to receive such positive feedback following your meeting with Shebaz, thank you.

We will be sure to pass this on to him as we know he will be thrilled to hear how his efforts have resonated with you; if you ever need anything, you know where we are.

Rated 5 out of 5 stars

Really good service and excellent…

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

22 April 2024
Unprompted review
wpsadvisory.com logo

Reply from wpsadvisory.com

Lilian, thank you for your positive review of our services and the service provided by Kieran in particular. Your words are a testament to our evolved servicing proposition and we look forward to speaking with you again.

Rated 5 out of 5 stars

Pension Advice

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.

19 April 2024
Unprompted review
Rated 5 out of 5 stars

This review that we had with Kieran…

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.

18 April 2024
Unprompted review
Rated 5 out of 5 stars

Pension Consolidation

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

19 April 2024
Unprompted review
wpsadvisory.com logo

Reply from wpsadvisory.com

Neil, on behalf of Shebaz and OneYou we thank you for your kind review. We will be sure to feed this back, Shebaz will be delighted to hear that his efforts have resonated with you.

Rated 5 out of 5 stars

Positive Pensions Experience

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.

19 April 2024
Unprompted review
Rated 1 out of 5 stars

Waste of time

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.

2 August 2023
Unprompted review
Rated 5 out of 5 stars

A positive experience

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.

9 April 2024
Unprompted review

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