wpsadvisory.com Reviews 185

A very thorough pension review expertly done by Kieran.

My employer has appointed WPS to provide pension advice to those nearing retirement, so I took them up on their offer. I had two introductory calls with WPS and provided all my pension and other relevant information, so they could get an idea of my expectations in retirement. I then had the Teams call with Andrew who was very knowledgeable about finance generally, very easy to talk to and knew everything there is to know about pensions. He prepared spreadsheets prior to our meeting and had a very good idea of what I needed to do, and gave excellent advice. So I'm in a much better position than if it had been left up to me to work it out and now know exactly what to do going forward with regards to my pension.

WPS are appointed by the trustees of my pension to provide financial advice. I had a couple of calls with them to understand where I am in my journey to retirement and I found the information they provided detailed and insightfull. They were highly knowledgeable and I ended the process in a much better position than I started.

I have been working with wps advisory service for over a month now and i have to say its been a real pleasure they have made the whole pension experience easy and straight forward George,Samuel and Martin are true gentlemen they explained things in a way that made it so much easier I would recommend this company 100% and I am so graful I was able to use them .

I am impressed with the very personable contact I have experienced with WPSA. The advice offered is tailored to my requirements and take into account my plans for the future. Considerable time and effort is given to establish what I require for the long term as well as my on-going income. I was initially dreading making the decisions about my pension. I was really relieved to have my options explained in a straightforward and uncomplicated manner.

Jamie provided honest, informative and to the point advice.

Ian from WPS Advisory explained everything to me in a clear way. He did not rush me and answered all my questions helping me to make an informed decision on the future of my pension. He was very courteous and punctual. Thank you Ian.

Ian's advice was excellent. He was thoroughly prepared, insightful, practical, pragmatic, wise, approachable and a very good sounding board. Thank you Ian and WPS Advisory.

I would recommend WPS. They offered me clear, impartial advice about my pension, which I really appreciated.

WPS provided an excellent pension advice service. Information was collected and importance placed on aspirations and plans as well as objective financials. The pension advice meeting went through all of my options and allowed plenty of opportunity for questions. Advice was well explained and showed thorough understanding of my needs and the financial aspects of each option. Just what I needed.

Excellent advice. Did not rush me and clearly explained things I did not understand.

I spoke to Kieran at WPS who I can highly recommend. He provided information and advice around my work pension options. He gave me clear detailed information to enable me to make an informed choice around my future. I didn’t feel rushed and he explained everything clearly without any jargon and discussed each options in detail outlining the different variants to consider. Pension schemes have always been quite confusing, so it was really reassuring to have Kieran explain everything to me in a patient & clear way. I highly recommend talking to him. Thank you.

I was quite nervous as am pretty clueless, but the advisor put me completely at ease and completely understood my situation. Definitely recommend for peace of mind.

Friendly, professional and informative advisor understanding my personal situation. He gave great advice to help me make decisions regarding my pension.

The service was provided by my ex-employer. I did not pay for it.
Thorough, friendly consultation a good understanding of my situation.

Most recent experience with WPS was excellent - clear, focussed and informed discussions about my options. Didn't feel rushed and took time to explain including busting some of the jargon.

I was lucky enough to be entitled to pension advice under my scheme benefits and WPS were appointed to to provide it. Kieran Ball who was the advisor was very clear and detailed, and whilst on this occasion his advice was similar to my thoughts I am sure if it hadn't have been, it would have been obvious as to why. From my experience I can only recommend them and Kieran.

Straight talking. Would highly recommend.

Disclosure: I work for Rolls-Royce and the WPS fees were covered by RR.
Having said that, and having gone through the process, in my opinion the cost of WPS is a good investment.

I am approaching retirement, and used PWS to help me make an informed decision about my wants, needs and objectives for the future.

The process involved a few stages, culminating in a 1hr+ on-line 1-2-1 in depth discussion.

My adviser was clearly knowledgable about finance in general and my financial status in particular, using details I'd submitted at an earlier stage.

During the discussion, we went through my current income/savings and plans for the future, working out costings/estimates/affordability and covered the various options available.

The whole 'WPS process' makes you sit down and work out your finances, ready for discussion. The discussion gives a neutral, outsider's perspective and asks what-if questions you may not have thought of.

My personal experience with WPS has been fantastic. I used the company to move a private pension to a new provider. The service was faultless from start to finish. All the staff were constantly professional with a friendly attitude and always willing to help and support. Anthony and his team were constantly supportive and I have nothing but praise. I was also very impressed how they kept me constantly updated, l cannot praise the company highly enough and wouldn’t hesitate recommending them to others.