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WPS WEALTH

THE PROFESSIONAL CONNECTION

Your WPS Independent Financial Adviser is here to help!

For a free initial consultation on any aspect of financial planning get in touch.

What do we offer?

  • Over many years UK pension legislation has been amended by successive governments creating a highly sophisticated retirement market. Let your WPS Wealth Ltd adviser guide your through this complicated market creating solutions tailored to your personal requirements. Your adviser has access to the whole market and can help with product choice, contribution levels, attitude to risk, retirement planning including annuity purchase or flexi drawdown.

  • As the value of personal estates have grown over the last 20 years Inheritance Tax has become an increasingly critical area of advice. Your WPS Wealth Ltd adviser can help mitigate this tax on death using the range of financial planning tools currently available. In addition, the use of life assurance and trusts can ensure funds are paid to the correct beneficiary at the right time. Often this advice is provided in conjunction with other professional advisers such as lawyers and accountants.

  • Whether investing for the first time or an experienced investor looking for further advice your WPS Wealth Ltd adviser will follow the same process when providing investment advice. Tax planning, attitude to risk, capacity for loss and personal goals and timescales are all key factors that need to be taken into account. Having spent time with you understanding your aspirations and goals your adviser will provide you with whole of market advice tailored to your personal situation.

  • Whether you have existing policies or have identified an insurance shortfall, your WPS Wealth Ltd adviser can take a holistic approach to your life cover needs. Whether your need is life cover, critical illness, family income benefit or corporate protection your adviser can access rates from the whole market ensuring you are offered the best rates from the UKs leading providers.

  • Are you a first-time buyer, moving up the property ladder or a professional investor? Regardless of your situation your WPS Wealth Ltd mortgage adviser can guide you through the complexity of purchasing a property. As your independent mortgage adviser, you will be offered products from the whole market with the latest rates reviewed on your behalf. Your adviser can also review existing deals to ensure they remain competitive in this ever-changing mortgage market.

  • Savings & Investments

    Whether saving monthly for that special something or investing a lump sum for income or growth the choice is endless.

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  • Retirement Planning

    The UK pension market has undergone a radical overhaul. Whether saving for future or approaching retirement the need for independent advice has never been greater.

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  • Mortgage Advice

    Whether a first time buyer, simply moving home or a property investor the choice of mortgage product is one of the biggest financial decisions an individual will make.

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  • Life Assurance

    The UK life assurance market is complex with a wide variety of products and services. For help and guidance independent financial advice is essential.

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Our Services & Standards

WPS Wealth Ltd can act on your behalf to advise you on investments and non-investment insurance contracts. We offer products and services as follows:

• Investments - we offer an independent advice service. We will consider a range of regulated products from the available market that can meet the investment objectives of a retail client, but we will only provide a recommendation to you when we know the product is suitable for your personal circumstances.

• Non-investment protection contracts – we are an intermediary and will act on your behalf when providing advice and making out personal recommendations(s) to you. We will do this based on a fair analysis for e.g. term assurance, income protection, critical illness.

• General Insurance contracts – we are an intermediary and will act on your behalf when recommending an insurer based on your demands and needs from a fair analysis of the market. The insurers we consider will be listed to you when we carry out our research. It will be your responsibility to ensure the policy meets your demands and needs e.g private medical insurance, accident sickness and unemployment.

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Why choose us?

At WPS we are committed to providing the highest standard of financial advice and service. Your interests are of paramount importance to us and for any advice or service we provide we will:

• Be open, honest and transparent in the way we deal with you. • Not place our interests above yours.

• Communicate clearly, promptly and without jargon.

• Seek your views and perception of our dealings with you to ensure it meets your expectations or to identify any improvements required.

• Where possible we will adapt our communication means with you according to your needs. Please discuss this with us.