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.
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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.
