WPS Wealth

Independent Financial Adviser  8 Ty Nant Court, Cardiff, CF15 8LW
Helping you with every aspect of your financial planning by putting plans in place to help you grow and protect your wealth.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Buying first home
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
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Long term care
Meet our advisers
Paul Phillips
Financial Consultant

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the commercial and regulatory environment, products, services and legislation that inform the mortgage advice process.

About us

We provide specialist financial advice in all areas of Financial Planning, this could range from utlising your ISA allowance for the year, helping you to fund future school fees or giving you advice in a complex area such as inheritance tax planning.

Our services

We can help you with your retirement planning, whether you are building your pension savings for retirement or if you're ready to retire and looking to draw funds from a pension. We can help you do this in the most tax efficient way.

We pride ourselves in really getting to know our clients and making sure we understand what is important to them both now and in the future and work with you to build a suitable financial plan around your important financial goals.

Any meetings or reviews we have are led by you and your agenda to make sure we understand your goals, dreams and aspirations going forward.

Areas of advice include:-
Savings and investments
Pension Savings/Access/Consolidation
Inheritance Tax Planning
Mortgages
Insurance

Where to find us
Head office address: 8 Ty Nant Court, Morganstown, Cardiff, CF15 8LW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Investments can go down as well as up, you may not get back the original amount invested. Pensions are a long term investment. Pension legislation can and may change in the future.

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