Whether saving monthly for that special something or investing a lump sum for income or growth the choice is endless. The UK pension market has undergone a radical overhaul. Whether saving for future or approaching retirement the need for independent advice has never been greater. Whether a first time buyer, simply moving home or a property investor the choice of mortgage product is one of the biggest financial decisions an individual will make.
WPS Wealth Ltd is able to act on your behalf in advising you on investments and non- investment insurance contracts. 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.
WPS Wealth Ltd is able to act on your behalf in advising you on investments and non- investment insurance contracts. 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.
Services
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.
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 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.
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.
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.
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.
Whether investing a lump sum or saving on a regular basis every individual will ultimately have their own financial goals and objectives.
To achieve your goals it is important a clearly defined strategy is implemented that takes into account your current position and looks to the future.
Your WPS Wealth adviser will identify and analyse your current position and will then collectively recommend the most suitable financial plan for you.
A suitable financial plan will be different for every individual as we all have different levels of risk which will ultimately determine our goals.
To achieve your goals it is important a clearly defined strategy is implemented that takes into account your current position and looks to the future.
Your WPS Wealth adviser will identify and analyse your current position and will then collectively recommend the most suitable financial plan for you.
A suitable financial plan will be different for every individual as we all have different levels of risk which will ultimately determine our goals.
Pensions offer a uniquely tax efficient way of saving for your retirement.
Whether you are self employed, employed in a small business, a civil servant or an employee of a multinational company it is now clear that it is down to you as an individual to fund for your retirement.
The nation's average life expectancy has increased dramatically in recent years; because more of us are living for longer the cost of providing state pensions and other benefits has also increased dramatically.
State benefits will inevitably be diluted within the retired population in the coming years meaning the real value of the state pension will fall over time.
Whether you are self employed, employed in a small business, a civil servant or an employee of a multinational company it is now clear that it is down to you as an individual to fund for your retirement.
The nation's average life expectancy has increased dramatically in recent years; because more of us are living for longer the cost of providing state pensions and other benefits has also increased dramatically.
State benefits will inevitably be diluted within the retired population in the coming years meaning the real value of the state pension will fall over time.
Whether you are buying your first property or starting a family as you take on more personal responsibility the need for life assurance increases.
This is life cover in its simplest form.
The financial services industry is awash with personal protection products designed to provide a range of benefits should a claim be made.
However for many the wide choice of providers and products are bewildering therefore your WPW Wealth independent financial adviser is here to help you.
The range of products is wide but here are some examples of the the most common life assurance contracts -.
This is life cover in its simplest form.
The financial services industry is awash with personal protection products designed to provide a range of benefits should a claim be made.
However for many the wide choice of providers and products are bewildering therefore your WPW Wealth independent financial adviser is here to help you.
The range of products is wide but here are some examples of the the most common life assurance contracts -.
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