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Adviser directory
Start planning your financial future with experts who care.
About our financial advisers
Find trusted financial advisers who will guide you every step of the way. Our advisers are here to empower you with specialist guidance and tailored advice. We offer a direct and convenient way to get professional financial advice from a team you can trust.
Thousands of satisfied clients served
99%1 client satisfaction rate
24/7 access to guidance and support
Meet the team
Get to know the faces behind the advice. Whether you need advice on savings, investments, or retirement planning, our team is here to help you every step of the way on your financial journey.
Why WPS Advisory’s advisers?
We believe in providing you with jargon-free information so that you can make informed decisions. You can expect personalised advice with every session focused on your needs, after all, this is your individual path to success! You’ll walk away with clarity, confidence, and a plan for the future.
Our advisers put what matters most to you at the heart of everything they do.
Meet our Advisers
Find the right adviser for you. Whether you are in need of seasoned expertise or fresh insight, browse between advisers and junior advisers to find the right level of financial support.
Maxine O’Hanlon
Head of Advice
Natalie Oliver
Head of Strategy Sales & Marketing
Charlie Bettison
Adviser
Andrew Bashford-Squires
Adviser
James Howell-Manning
Adviser
Alison Beardsell
Adviser
Jamie Evans
Adviser
Amanda Curd
Adviser
Mei Glennon
Adviser
Adam McLachlan
Adviser
Russell Hartle
Adviser
Dal Sohal
Adviser
Chris Watkins
Adviser
James Erasmus
Adviser
Daniel Bye
Adviser
Simon Litchfield
Adviser
Martin Winter
Adviser
Sajid Ahmed
Adviser
Amanda Curd
Adviser
Guiding your financial future
Wherever you might be in your journey, we’re with you every step of the way. From retirement planning, seeking expert advice, or securing your financial future. Explore tailored solutions designed around you.
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
Whether you’re saving for the future, planning retirement, or protecting your family, find the resources you need here.
Booking in time with an expert that you can trust couldn’t be simpler.
Click the ‘Book a call’ button to schedule time with one of our financial advisers.
Prefer us to reach out? We’ll contact you at a time that’s convenient for you. Simply ‘request a call’ back from us.
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