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:


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.

proposition Download

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.


Download Our Brochure


For full details of our terms and conditions including information on our client proposition please click here.


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