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 Financial Conduct Authority directly authorises the group company. 

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. 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

Experience

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, these include mortgage advice, pre and at retirement planning, investment management and inheritance tax planning. 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 will 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. 

Access to Information 

Covid has taught us that technology can certainly help with the advice process. As a result, WPS Wealth Ltd has introduced a series of systems to allow clients access to their portfolios online. Although the vast majority of our clients still value our personal face to face approach some portfolio housekeeping can be done directly through our back-office client record 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 can access all documents, including those used for product comparison. 

Transparent service