About Us

The WPS Wealth Group Ltd

The WPS Financial Group Ltd was established in January 2013 following the merger of 3 leading financial services firms. The group company is directly authorised by the Financial Conduct Authority and has been awarded Chartered status by the Chartered Insurance Institute. The company is also accredited by the Solicitors Regulated Authority as an approved provider of continual professional development for Lawyers.

WPS Wealth Ltd is an Appointed Representative of the WPS Financial Group Ltd. The company was established to provide specialist financial planning advice to professional connections and their clients from offices based in South Wales and the West of England. WPS Wealth Ltd is completely independent and fee based, as a result WPS Wealth advisers can provide whole of market advice on all areas of financial planning including –

• Savings and Investments
• Retirement Planning
• Tax and Estate Planning
• Mortgage Advice
• Personal and Business Protection

WPS Wealth financial planners are highly experienced and qualified to a high standard. As well as holistic financial advice many specialise in particular areas of financial planning including long term care and equity release, trust planning and specialist pension planning including income drawdown, self invested pensions and auto enrolment. These specialist areas of financial planning often require additional qualifications and ongoing training to ensure clients are protected to the highest level. WPS Wealth advisers are also frequently engaged by other professional connections including lawyers and accountants, estate agents, insurance brokers and fund managers; as a result WPS Wealth Ltd has built a strong network of fellow professionals who may be engaged on behalf of clients as and when required.

Whole of market approach

WPS Wealth unique technology allows us to evaluate products across the market in mortgages, insurances, investments and pensions. After talking to you about your short-term needs and
longer-term goals, your WPS Financial adviser will quickly and impartially identify from thousands of products which ones you should be looking at.

You’ll then be able to discuss their individual advantages and disadvantages in depth. We look at every aspect of a product not just the rate or price, and translate all the small print. You can be confident that your decisions are made in the light of the latest market information.

The Remote Advice Alternative

WPS Wealth Ltd in association with the WPS Group has created a separate direct to consumer remote advice business. Named Moneymappers Ltd this separate independent advice distribution channel allows clients to transact directly with specially trained Moneymappers consultants without the need for a face to face meeting. This can lower advice costs when purchasing individual financial products or where a more transactional service is more suitable.

Moneymappers is straightforward and easy to use. Our secure screen-sharing technology means your Moneymappers adviser can send any documents for discussion to your PC in real time,
while talking you through them over the phone. There is no special software needed to user this service –
just a phone and PC or laptop connected to the internet.

Transparent service

WPS Wealth advice is impartial all of our advisers are qualified professionals and we are regulated by the Financial Services Authority. WPS Wealth ensures that everything is as straightforward, open and transparent as possible. You are fully informed on all aspects of your transaction and have access to all documents, including those used for product comparison.