WPS Financial Group

Independent Financial Adviser 11 Axis Court, Mallard Way, Swansea Vale, Swansea, Swansea, SA7 0AJ
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
18th November 2019
As Chartered Financial Planners, the highest level of professionalism, we are experienced in dealing with complex client needs.
We can advise you on
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Unit trusts
    • Taxation planning
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
Meet our advisers
Edward Lee Dip PFS Cemap
Associate Director
Neal Pritchard ACII APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Gareth Richards Dip PFS
Director
Andrew Boyt FPFS Cert DM
Compliance and Operations Director
Paul Williamson
Director
Jonathan Francis
Director
Accreditations
Chartered Financial Planner
Where to find us

11 Axis Court, Mallard Way, Swansea Vale, Swansea, Swansea, SA7 0AJ

Make an enquiry
About us

WPS Financial Group Ltd incorporates the businesses of Self Invested Portfolios Ltd and WPS Wealth Ltd. The Group operates from 4 location across South Wales from Pembroke in the West to Lydney in the East with Swansea, Mumbles, Cardiff and Llantwit Major in between.

Our services

WPS Financial Group specialises in providing high quality and comprehensive financial planning advice to corporate clients, their directors and key employees and other high net worth individuals. . We use and recommend the latest technology and 'online' investment services to enable our clients to take as much or as little control as they like. Through Auto-Enrolment Solutions we able able to offer a range of Auto Enrolment schemes to suit the needs of employers of all sizes

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0