WPS Financial Group

Independent Financial Adviser  11 Axis Court, Llansamlet, Swansea, SA7 0AJ
FCA authorised
Last authorised 3rd August 2020
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
Offshore investments
Unit trusts
Taxation planning
Group Pension/Stakeholder
Group Protection/Life Insurance
Meet our advisers
Edward Lee Dip PFS Cemap
Associate Director
Andrew Boyt FPFS Cert DM
Compliance and Operations Director
Neal Pritchard ACII APFS
Chartered Financial Planner
Gareth Richards Dip PFS
Paul Williamson
Jonathan Francis
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

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
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    Online (Live chat, video, email)
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    Face to face

Your home may be repossessed if you do not keep up repayments on your mortgage.

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

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