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.
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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.
