Services

The WPS Wealth Group Ltd

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

CHOICE OF SERVICE PROPOSITION

In order to maintain independence your WPS Wealth adviser will provide you with a fee based service for the face to face advice provided. The level of fees levied for the services we offer will depend on the service level you require both initially and on an ongoing basis. Your WPS Wealth adviser will offer you a range of services levels which will always be agreed in advance so there are no nasty surprises further down the line. Alternatively WPS Wealth also offer a remote advice and self-select service through WPS Moneymappers Ltd. For more information on this service .

Contact WPS