WPS Advisory

Lisa Smith, BA (Hons), CeFA
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WPS Advisory was set up to offer clients straightforward and affordable financial advice by unravelling jargon and presenting plain and simple choices about managing life cover, savings and investments.

With the advent of the COVID-19 pandemic, in common with other financial advice firms, much of the new client sign up and initial discussions are carried out remotely.

The difference between WPS Advisory and other independent financial advisers is the firm makes no secret about trying to make complicated financial jargon easier to understand.

The promise is advisers will give clients the time, explanations and space they need to make sensible financial decisions from the impartial advice they receive.

How WPS Advisory works

WPS Advisory runs an online registration scheme for new clients that takes them through benchmarking their current financial status.

Signing up generates a client information pack and a personal username and passcode that are needed to complete an online factfind.

The factfind collects personal and financial data that goes through income, spending, savings, debts and sets financial goals.

The firm tailors a bespoke financial plan for every client for discussion with an independent financial adviser.

The factfind and IFA discussions trigger a recommendation report which lays out in detail the products and services along the way to reaching the client’s financial goals.

What the firm says 

“Our process is designed around you,” says the WPS Advisory web site.

“We’ll help you to make informed decisions about your future. But first, we need to know what you want your future to look like”

“Then, we’ll look at where you are now and build a plan together that you’re happy with.”

What WPS Advisory offers

WPS Advisory believes every client should have a tailored financial plan regardless of how much money they have.

The plan aims to help clients make more of their money by working towards their personal financial goals. 

The firm advises in three key areas:

  • Retirement advice
  • Wealth management
  • Financial education

Watch the company video here

Clients

Besides private clients, WPS Advisory also offers financial advice to members of several workplace pension schemes, including the National Grid UK Pension Scheme and the BBC Pension Scheme.

Charges

WPS Advisory provides fee-based advice

WPS Advisory People

  • CEO: Simon Chrystal
  • COO: Paul Butler
  • Head of Financial Strategies: Maxine McIntyre
  • Head of Operations: James Ellison
  • Head of Supervision: Richard Brace
  • Financial Controller: Sally Oman
  • Head of Standards and Technical: Richard Walter

Regulatory details

WPS Advisory is authorised by the Financial Conduct Authority, and client financial safeguards include taking unresolved complaints to the Financial Ombudsman Service and the Financial Services Compensation Scheme.

The firm first registered with the FCA in September 2014.

Contact WPS Advisory

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