Help and support

Video library.

Welcome to the WPS Advisory Video Library! We know that financial planning is confusing but accessing helpful and easy to understand information shouldn’t be a struggle. Our video library was created with individuals like you in mind. Take the first step to achieving your financial goals and browse through our videos that explain various tricky topics so that you can access the right information at the right time.

Who we are and how we work with you

We listen, we learn, identify your objectives, your needs and your wants. Helping you make informed decisions.

What does WPS Advisory Limited do?

Find out more about what we do and how we can help you.

Who are WPS Advisory Limited?
As a customer what is it like to work with WPS Advisory Limited?
Why have we recorded these videos?

Making informed decisions

It’s surprising how many people make these big decisions with their money without realising how much good advice and a strategic plan can really help!
We explain why making yourself informed and how getting expert input can make all the difference.

When do you need a plan?

There’s no right or wrong answer about when. But it’s important to have a plan so you don’t run out of money. 

Do I actually need advice?
Why is it important to have a plan?
What is an informed decision?
What information do we need?

Keeping pensions simple

When you think about your pension, it’s likely you’ll also have many questions! These helpful videos cover what you need to get you started, from understanding what a pension is and why careful planning is so important, to exploring your options when it’s time to access your funds and how to make those decisions confidently.

What is a pension?

A pension is just money – usually saved by you and your employer over your lifetime.

What types of pensions are there?
How do you help customers manage their pensions?
When can I take out my pension?
Think money, not pension
How do you help customers manage their pensions?
What is meant by income drawdown?