About us
Our promise to you
At WPS Advisory, people come first — not products, not processes.
We take the time to listen, guide, and support you with advice that’s personal, accessible, and easy to understand. Because financial confidence isn’t just about numbers — it’s about knowing someone’s by your side, every step of the way.
We put people first
At the heart of everything we do is you. We take the time to listen, understand, and guide you through choices that shape a future you can genuinely look forward to.
Real connection, real support
Real conversations matter to us — whether it’s over the phone, face-to-face, or online, we’re here to build connections that help you feel secure and supported every step of the way.
Clear advice for everyone
As independent advisers, we believe financial advice should be accessible, affordable, and easy to understand. No jargon, no complicated language — just clear, honest advice that helps you make confident decisions about your future.
Our impact on the community
We believe in making a real difference, not just with finances, but in our communities too! We care about supporting important causes and building a better future through our commitment to fairness, inclusion, and looking after our planet.
Our pledge for good
We take our role seriously in promoting a more inclusive and sustainable future. We’re committed to Equality, Diversity, and Inclusion (EDI) in every part of our work, ensuring that everyone has equal access to the opportunities and support they need. We also prioritise Corporate Social Responsibility (CSR) and sustainability, always making decisions that benefit both the people we serve and the world we live in.
Meet our team
Our team at WPSA is driven by a shared vision. We are committed to providing clear, supportive guidance that puts your needs first.
Simon Chrystal
Chief Executive Officer
Maxine O’Hanlon
Head of Advice
Natalie Oliver
Head of Strategy, Sales & Marketing
Joanna Stephens
Head of Operations, Business & Infrastructure
Kevin Finlayson
Head of Risk Governance & Compliance
James Ellison
Head of Workplace
Michael Bairstow
Head of Proposition & Sales, LifeStage
Diane Lawson
Corporate Relationship Manager
Adviser directory
Financial advice feels easier when you know who you’re talking to. Our adviser directory helps you put a face to a name — so you can feel more confident reaching out. Explore our team, learn about their experiences and choose WPSA with confidence to support your goals.
Awards and recognition
From industry awards to client feedback, we’re proud of the advice we give that makes a difference.
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