We've changed the way we look
We took a little me time
Back in 2012, a bold idea took root – sparked by Michael Johnson’s research paper, Putting the Saver First, and supported by the Institute for Policy Studies. The idea? That demographic shifts and economic pressures would eventually lead to one universal truth: employers and employees need the same thing – the right people, in the right roles, at the right time, for the right reasons.
WPS Advisory was built for that moment – and we’ve been preparing ever since.
From day one, we set out to do things differently. Our mantra, high-quality, affordable advice via the workplace, wasn’t just a slogan. It was a promise. At a time when people were being nudged into financial decisions that weren’t right for them, we stood firm – offering ‘at retirement’ advice through workplaces and pension schemes that prioritised outcomes over industry norms.
It worked. Clients like STV and the BBC Pension Scheme believed in our approach. So did brilliant people – Natalie Oliver, James Ellison, Maxine O’Hanlon, Jo Stephens, Kevin Finlayson and many others – who joined us and helped shape what WPS is today.
Since then, we’ve grown from a team of five to more than 60. We’ve partnered with household names like Rolls-Royce and National Grid. And we’ve helped thousands of individuals make better-informed financial decisions, with confidence and care.
We also introduced a dedicated service for those who wanted more – individuals who came to us through the workplace, and chose to stay with us for lifelong, personal advice.
A new era
The world is changing… faster than anyone expected. Technology is transforming how we live and work. People are living longer, working differently, and navigating more complex financial decisions than ever before.
That’s why we’ve been building the LifeStage Money App, in partnership with Moneyhub – to give people easy, affordable access to financial guidance that supports them through every stage of life. It’s tech with heart – helping people budget, save, plan for care, and build a legacy.
Who we are (and always have been)
As part of this process, we looked inward. We asked ourselves what really makes WPS tick. The answer? Our people. And the shared values we bring to every conversation:
- Supportive, always.
We show up for each other and our clients – with care, encouragement and a willingness to help. - Trusted to make it clear.
We make things clear – in every conversation, process and decision – because trust is earned through openness and simplicity. - Do what’s right.
We act with honesty, fairness and integrity – even when it’s the harder road. - Together, we go further.
We collaborate across teams and perspectives, because great outcomes are built together. - Challenge with purpose.
We ask the hard questions. Speak up when things could be better. And keep evolving, always.
More than a new look
This rebrand isn’t about changing who we are. It’s about expressing who we are – more clearly, more confidently, more creatively.
Because when we feel our best, we show up better for others.
We’ve always believed in imagining better – for finance, for people, for the future. This is how we make that belief visible, bold and actionable. It’s how we grow – and bring more people with us.
We’re here to offer affordable, honest advice that helps the 99% take control of their finances, empowering real people to make confident choices and plan for life, retirement, and beyond.
Thank you for being part of the journey.
We’re just getting started – and we can’t wait to share what’s next.
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