Review Time
I subscribed to the service with the intention of consolidating my investment and pension accounts, as advertised. However, I found that major providers do not connect reliably. I learned that certain regulations do not apply to these account types and that the service relies on unstable data retrieval methods. This was not clearly communicated at the time of purchase. When I requested a refund because the service did not meet my needs, my request was denied, as the company cited their Terms & Conditions rather than addressing the gap between advertised features and actual performance. While the support team was polite, they were unyielding. For a small fee, the service chose to adhere to policy rather than resolve a valid customer concern. Potential users should be cautious, as advertised connections may not function properly, and refunds are not provided even when essential features are lacking. For 14.99, they have lost a returning customer by prioritizing policies over problem-solving. I am not angry, just extremely disappointed. Enjoy the 14.99.
I signed up for the service with the expectation of aggregating my investment and pension accounts, as advertised on the platform. However, I soon found that key providers do not connect reliably. I was informed that this was due to certain regulations not covering these account types, and that the service relies on unstable methods for data retrieval. This information was not made clear at the time of purchase. When I sought a refund because the service was unsuitable for my needs, my request was denied as the company referred to their Terms & Conditions instead of addressing the disconnect between advertised functionality and actual performance. While the support team was polite, they showed no flexibility. For a small fee, the service chose to enforce policy rather than resolve a legitimate customer issue. Potential users should be cautious, as advertised connections may not work, and refunds are not offered even when core functionality is missing. For 14.99, they have lost a returning customer by prioritizing policies over problem-solving. I am not angry, just deeply disappointed. Enjoy the 14.99.
I have been very pleased with the support and guidance I received from the advisor. I appreciate the time taken to truly understand my plans and motivations regarding transferring out of a Final Salary Pension Scheme. The advisor ensured that I understood all the pros and cons in detail, allowing me to make an informed decision. I would highly recommend this individual and describe them as a professional and extremely knowledgeable expert.
I switched to the new service from my previous provider, which initially seemed fine despite some glitches on the desktop app. However, after the acquisition was announced, the quality of service has noticeably declined, and now one of my bank connections is not functioning. Previously, I received prompt support for similar issues, but the current support team appears less trained and is asking for lengthy explanations, including screen recordings of errors, which is frustrating. The expectation to troubleshoot on my own is unreasonable. I urge the support team to take responsibility for resolving these technical issues or refund my money. The lack of empathy in their approach is concerning.
My employer funds independent financial advice for retirees. Initially, the process felt quite standard while gathering personal data, but that changed once I connected with my advisor. They quickly assessed my understanding of finances and pensions, leading to a thorough exploration of my options. I felt confident that all appropriate choices were considered without bias. The advisor was open and easy to communicate with, providing clear summaries after meetings. The process took longer than anticipated due to information gathering, but the quality of advice was excellent.
I had to transition from my previous service and was informed just two days before my subscription expired, with a warning that my data would be lost if I didn’t migrate. The migration itself went smoothly, but I was supposed to receive an additional month of service that was delayed. After reaching out multiple times, I finally received the promised month after some effort. I appreciate the help I received in resolving the communication issues. While I can’t give a perfect rating due to the short notice and initial confusion, I plan to subscribe again once the free month concludes.
The transition from my previous provider to this service has been a complete failure. I've lost access to my data, and there is no indication that it will be resolved soon. It's been two days with no progress. The service now has my financial data and banking connection, which is extremely concerning. If this is not rectified within the next 48 hours, I will consider taking legal action.
The team has been extremely helpful and diligent throughout our engagement. I cannot emphasize enough the care and expertise they displayed during the entire process. They guided us through various options, discussing the pros and cons of each product. Communication has been seamless, with prompt responses to our queries. I would recommend them without hesitation.
The advisor provided excellent support regarding my workplace pension, encompassing a full financial assessment beyond just the pension aspect. This process can be daunting, but the advisor was reassuring and explained everything clearly. I felt well-informed about significant matters related to my situation. The session was incredibly worthwhile.
I had a discussion about my pension options today. We had previously provided some financial data, which formed the basis of our conversation. The advisor was easy to talk to and provided valuable advice, presenting various approaches. It was a very productive discussion.
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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.
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