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 Consultant

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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4.5

All reviews

(257)

10 reviews in the last 12 months

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Rated 5 out of 5 stars

Financial help from Kieran

After speaking to Kieran regarding mainly my partners pension. Then also, including my own little pensions and our finances we have in place. We now have a very good understanding of our financial goals and future needs. This really helped us in understanding our current position planning for our retirement. Massive Thanks Kieran!

December 14, 2023
Unprompted review
Rated 5 out of 5 stars

Excellent service…

The whole process with the phone consultations was a very valuable service. Simon understood my financial requirements for now and our future. They explained anything I wasn't sure about and I have gone with their recommendations. Thank you to everyone that was involved.

December 8, 2023
Unprompted review
Rated 5 out of 5 stars

WPS make pension's clearer…

Everything to do with my pension and questions were answered very well and in leymans terms not solicitors jargon. I am very grateful for this service and appreciate the WPS's time given on the telephone and emails. Would truly recommend this service.

December 12, 2023
Unprompted review
Rated 5 out of 5 stars

My adviser

My adviser, Simon, was helpful and knowledgeable, and wanted to understand what I wanted to do with my pension and my retirement. Having established that, he gave me the best advice and didn’t propose risky investments or courses of action which didn’t suit my individual needs or wants.

December 12, 2023
Unprompted review
Rated 5 out of 5 stars

Shebaz was excellent during my…

Shebaz was excellent during my consultation always checking my understanding and perfectly talked me through a very complicated process.....many thanks.

December 7, 2023
Unprompted review
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Reply from wpsadvisory.com

Michael, on behalf of Shebaz and OneYou we thank you for this glowing review, should you require our assistance in the future we are ready and waiting to assist with all your financial planning needs!

Rated 5 out of 5 stars

Would give 10 stars if I could.

Great service from both Carly in admin and my advisor Shebaz.He explained and advised on everything regarding my pension transfer in a clear and friendly way with not an ounce of pressure and without any of the dreaded jargon many people in the finance industry love to use.
The biggest compliment I can make is that by the end of the process i felt as though I was speaking to a long time friend.
Thanks again Shebaz and Carly.
Paula Owens

December 5, 2023
Unprompted review
wpsadvisory.com logo

Reply from wpsadvisory.com

Paula, on behalf of Shebaz and Carly we thank you so much for this review, we’re over the moon to hear such positive feedback!

Rated 5 out of 5 stars

Helpful and informative

Kieran was helpful and informative. An open and honest discussion with out any jargon.

November 29, 2023
Unprompted review
wpsadvisory.com logo

Reply from wpsadvisory.com

Mick, on behalf of Kieran and the team here at OneYou we thank you for your review. Kieran will certainly be pleased to hear this. As you know, we are here for all your financial planning needs, so please do not hesitate to get in touch if you ever need us.

Rated 5 out of 5 stars

Really thorough easy to understand advice

Really thorough advice given. I was impressed with the indepth level of fact finding as to my hopes, dreams and the reality in respect of income & expenses. All done in an easy to understand process over 6 weeks, with a mix of scheduled phone appointments and a written statement on my part, answering set financial questions. At each step of the way WPS made sure that I understood the processes & goal. This process culminated in a final 1.5 hour phone call with a WPS financial advisor, who systematically worked through my statement, plans and how to achieve them, with tax guidance thrown in. Special thanks to Melanie at WPS for her assistance.

November 23, 2023
Unprompted review
Rated 5 out of 5 stars

Clear and concise

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 had several phone interviews with Charlie Bettison who went above and beyond to sort out everything needed and a phone meeting with Melanie Speak who was very professional and amiable the whole time. All appointments were bang on time. Many thanks

November 16, 2023
Unprompted review
Rated 5 out of 5 stars

Emma…

I came away from my call with Andrew feeling 100% reassured on my pension plans and happy I was making the right decision. Andrew was extremely helpful in discussing the various options and pros and cons; he was well prepared ahead of our conversation and understood exactly both my current and future aims for a secure financial lifestyle.
He was so informative and helped me understand the pension process much better. I would thoroughly recommend WPS services

November 13, 2023
Unprompted review
Rated 5 out of 5 stars

Thorough briefing

Spent a lot of time looking at my financial needs and helped me understand the intricacies of pension law. This enabled me to make a balanced decision.

November 14, 2023
Unprompted review
Rated 5 out of 5 stars

Always a positive experience when…

Always a positive experience when engaging with the team at OneYou.

Most importantly they have earned my trust that the guidance they give is in the best interests of me and my family

November 9, 2023
Unprompted review
wpsadvisory.com logo

Reply from wpsadvisory.com

Thank you for taking the time to leave us such positive feedback Broadie. Earning your trust is a cornerstone of a fruitful financial planning relationship and we are here with you every step of the way.

Rated 5 out of 5 stars

Practical, easily understood

The advisor was well prepared, having read my submission, and had a good feel for my requirements going forward.
The advice was couched in easy-to-understand terms so that I knew exactly where I was at the end.

October 26, 2023
Unprompted review
Rated 5 out of 5 stars

Comfortable experience

One You has been extremely helpful to me give great advice and always listen to what you have to say. I have been dealing with Joshua who really made me feel at ease and nothing was too much trouble for him showed great patience with me if i was unsure of anything can't speak highly of him. I am glad to be with One You no complaints at all.

November 6, 2023
Unprompted review
wpsadvisory.com logo

Reply from wpsadvisory.com

Thomas, on behalf of Joshua and OneYou thank you for your positive review, we are very happy to hear you are pleased with our service! We look forward to speaking with you soon.

Rated 5 out of 5 stars

Clear and professional advice provided

I have been very happy with the services provided by OneYou in the management of my pension. In addition, Shebaz has provided great advice on a pension transfer, with clarity and in a warm and friendly manner. I would highly recommend.

November 10, 2023
Unprompted review
wpsadvisory.com logo

Reply from wpsadvisory.com

Margo, on behalf of Shebaz and OneYou we thank you for the kind words. We will be sure to feed these back to Shebaz, he will be delighted to hear that his efforts have resonated with you. If you ever need anything, we are here for all your financial planning needs.

Rated 5 out of 5 stars

WPS Advisory

For the past two months I have been dealing with a Financial Advisor at the WPS Advisory, Kieran Ball. I cant speak highly enough of Kieran. He was great at making everything easy to understand and always quick in returning my calls and answering my emails. He was very professional and courteous and I would have no hesitation in using him again. So, Kieran gets a 10/10.

So, if you are looking for a trustworthy financial adviser get in touch with him at WPS Advisory.

November 8, 2023
Unprompted review

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