W P S Financial Group

WPS Wealth Management Ltd is a leading independent financial advisory firm that is committed to providing expert financial planning and management services to individuals, families, and businesses. Established in 2013, our group company is directly authorised by the Financial Conduct Authority and has been awarded Chartered status by the Chartered Insurance Institute. We are also accredited by the Solicitors Regulated Authority as an approved provider of continual professional development for Lawyers.

Our Services and Standards

At WPS Wealth Management Ltd, we are dedicated to delivering exceptional independent financial advice and guidance to our clients. Our team of highly experienced and qualified financial planners provides holistic financial solutions that take into account our clients' individual needs, goals, and circumstances. Our services and standards are built on the foundation of three core principles: independence, expertise, and professionalism.

We are an independent financial advisory firm, which means that we are not tied to any particular financial institution or product provider. This enables us to provide whole-of-market advice, recommending investments and insurance products that are tailored to our clients' unique requirements. Our financial planners are also fee-based, which means that we work in our clients' best interests, without the influence of commission-based remuneration.

Investments and Non-Investment Protection Contracts

We offer a comprehensive range of investment services, including a wide selection of investment products and strategies. Our financial planners will work closely with each client to create a personalized investment plan that is designed to achieve their specific financial goals, whether that be long-term growth, income generation, or a combination of both.

In addition to investment advice, we also offer non-investment protection contracts, including term assurance, income protection, and critical illness cover. These products are designed to provide financial protection to our clients and their loved ones in the event of unexpected events, such as illness, injury, or death.

Retirement Planning and Life Assurance

Our retirement planning services are designed to help clients plan for their financial future, ensuring that they have a sustainable income stream in retirement. We offer a range of retirement planning solutions, including pension planning, income drawdown, and self-invested pensions.

We also provide life assurance and personal protection services, including life insurance, critical illness cover, and income protection. These products are designed to provide financial protection to our clients and their loved ones, ensuring that they are prepared for any unexpected events that may occur.

Mortgage Advice and Trustee Advice and Estate Planning

In addition to investment and protection services, we also offer mortgage advice and trustee advice and estate planning services. Our mortgage advisors can help clients navigate the complex world of mortgages, recommending products and strategies that are tailored to their specific needs and circumstances.

Our trustee advice and estate planning services are designed to help clients protect their assets and ensure that their wishes are carried out after their death. This includes will writing, probate services, and trust planning, among other services.

Our Team

At WPS Wealth Management Ltd, we are committed to providing exceptional service and expertise to our clients. Our team of financial planners is highly experienced and qualified, with many holding advanced qualifications in financial planning and related fields. Our team is dedicated to staying up-to-date with the latest developments in the financial services industry, ensuring that our clients receive the best possible advice and guidance.

Why Choose WPS Wealth Management Ltd?

When choosing a financial advisory firm, it is essential to select a company that is committed to providing exceptional service, expertise, and value. At WPS Wealth Management Ltd, we believe that our independence, expertise, and professionalism make us the ideal choice for individuals and families seeking holistic financial planning and management services.