Advice and guidance

Wherever you are, we’re by your side

Your financial journey is personal — and we’re here to help you plan it with confidence. Whether you’re taking your first step or planning your next move, expert support is just a step away through your workplace, pension scheme, or OneYou.

How we can support you

The choices you make today can have a big impact on your future

Plan with purpose

From savings to investments, we’ll help you plan for what matters most — with clear advice to turn long-term goals into action.

Feel financially secure​

Life’s unpredictable, but your finances don’t have to be. We help you build confidence and stability at every stage of your journey.

Your first step forward

Support is closer than you think — through your workplace, pension scheme or OneYou, we make it easy to get started.

Protect what matters

Whether it’s your income, your loved ones or your legacy — we’ll help you protect what’s important through the right planning and cover.

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.

Your path to financial freedom

From understanding your choices to finding easier ways to be in control of your money, we put your needs first. Get clear financial guidance and explore options that may lead to tailored advice when you need it. Start building for tomorrow.

Your retirement journey, via your pension scheme

Thinking ahead to life after work? We’re here to make sense of your options and help you shape a future that works for you. Access expert retirement support through your workplace or pension scheme — it’s simpler than you think.

Financial planning and advice

Whether you’re saving for the future, planning retirement, or protecting your family, find the resources you need here.

The value of your investments will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.