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.
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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.
