Service Proposition
The WPS Wealth Group Ltd
WPS Wealth Ltd is able to act on your behalf in advising you on investments and non-investment insurance contracts. We offer products and services as follows:
Investments
we offer an Independent advice service. We will recommend investments based on a comprehensive and fair analysis of the market. We will place no restrictions on the Investment Markets we will consider before providing investment recommendations, unless you instruct us otherwise. We will however only make a recommendation when we know it is suitable for you.
Non-investment protection contracts
we offer non investment protection products e.g. term assurance, income protection and critical illness from a range of insurers.
General Insurance Contracts
we offer General Insurance contracts e.g. Buildings and Contents from a range of insurers.
- WPS Wealth advisers can offer advice in the following areas of financial planning –
- Savings and Investments
- Retirement Planning
- Tax and Estate Planning
- Mortgage Advice
- Personal and Business Protection
Download Our Brochure for further information.
If appointed to undertake work on your behalf, we will begin our research and review work. In most cases there will be a significant amount of work to do between the first meeting and the subsequent meeting(s) where we present our recommendations. To learn more, download the brochure today.