- Advice and guidance
- Financial planning
- Personal and business protection
Personal and business protection
Plan for the unexpected
Life is unpredictable, but your financial security doesn’t have to be, so don’t leave it to chance. WPS Advisory is here to help you and your business prepare for whatever comes your way so you can face the future with confidence. Whether it’s looking after your family or safeguarding your business, our friendly advisers are here every step of the way to guide and support you when you need us.
Secure your future
today.
A financial safety net for your loved ones.
Personal and business protection
With decades of experience, you’ll find peace of mind as we work with you to find and put in place the right protection for your situation. We can help you with:
- Critical illness cover: A helping hand with a lump sum if you’re diagnosed with a serious illness, so you can focus on recovery without financial worry.
- Income protection: Replacing lost income if a long-term illness or injury prevents you from working, so you have financial stability when you need it most.
- Gift inter vivos cover: Helping your wealth pass on smoothly by reducing potential inheritance tax on gifted assets.
- Key person cover: Protecting your business from financial strain if a key team member is absent, so things can keep running smoothly.
- Shareholder protection: Putting arrangements in place so surviving business owners can secure the future of the business if a partner passes away.
Take control of your financial future today
The right protection plan ensures financial security for you, your family, and your business — no matter what happens. Speak with one of our trusted financial specialists to find the right solution for your needs.
Our services
Beyond protecting you and your family, we’re also here to help you save and invest, grow your retirement, and secure your wealth.
Savings and investments
We offer expert advice to help your savings and investments work harder for you, focusing on tax efficiency, personalised strategies, diversification, and professional planning to help you achieve your financial dreams.
Tax and estate planning
We help you minimise unnecessary taxes and secure your wealth for the future. Our experts offer tailored advice on income tax, capital gains tax, inheritance tax, allowances, and comprehensive estate planning.
Ready for retirement?
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 employer or pension scheme — it’s simpler than you think.
Trusts are not regulated by the Financial Conduct Authority.
Important: Insurance terms, conditions and exclusions apply. Cover may not be suitable for all circumstances.
FAQ's
Why do I need financial protection?
Financial protection means you and your loved ones are financially secure in the event of illness, injury or loss. It gives you peace of mind and stability during life’s uncertainties.
What’s the difference between life assurance and life insurance?
Life assurance gives you a guaranteed payout, life insurance covers you for a fixed term. Our advisors can help you choose the right one for you.
How do I know which protection plan is right for me?
Our experts will assess your personal and business circumstances to recommend the best protection for you – so you’re covered where it matters most.
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