SIP Wealth Management

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4 reasons to buy life assurance

The death of a loved one can mean extreme upset and turmoil to family life. Should this unfortunate event happen, life assurance can remove any immediate financial worries for your family. Life assurance is designed to provide for your financial dependents in the event of your death. There are many reasons that life assurance may [...]

SIP Wealth Management sponsors young soccer prospect

A local young footballer has thanked a local firm of independent financial advisers for helping him achieve his dream – of representing Wales. SIP Wealth Management, a specialist practice of Independent Financial Advisers with branches in Mumbles and Swansea, has sponsored Jesse Howes, a 16-year old student and promising footballer from Gowerton Comprehensive School, for [...]

2014-06-30T13:38:49+00:00 June 4th, 2014|Categories: News, Uncategorized|Tags: , , , , , , , , , , |Comments Off on SIP Wealth Management sponsors young soccer prospect

SIP Wealth Management welcomes GDP growth

SIP Wealth Management, part of the WPS Financial Group, has welcomed the news that the UK economy grew by 1.9% during 2013 – the strongest increase since 2007, according to the Office of National Statistics (ONS). But the company also warns there is a long way still to go. Last year’s growth was stronger than [...]

2014-06-30T14:02:17+00:00 January 28th, 2014|Categories: News, Uncategorized|Tags: |0 Comments

SIP Wealth Management warns on pension changes

SIP Wealth Management, the Swansea-based Chartered Financial Advisers that is part of the WPS Financial Group, has warned diligent pension savers to take action now to avoid being caught by changes to the lifetime allowance on pensions that could leave them with a hefty tax bill. From April 2014, the UK government is reducing the [...]

2015-03-02T16:45:09+00:00 November 19th, 2013|Categories: News, Pensions|Tags: , , , , , , , |0 Comments

WPS Financial Group hires compliance director

WPS Financial Group, the group that owns Swansea-based Chartered Financial Advisers SIP Wealth Management, has hired a Compliance and Operations Director in a move designed to cement its position as one of Wales’ biggest and most successful financial advisory groups. Andrew Boyt has 33 years’ experience working in the wholesale financial services arena. He is [...]