• Welcome to Worldwide Financial Planning

    We will help you with all your financial planning needs, providing you with award-winning independent advice. We are proud of our values and integrity and to be the same independent company we have always been.... More

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Independent Financial Advisor

Welcome to the website of award winning Independent Financial Advisor, Worldwide Financial Planning.

We are a whole of market independent financial advisor advising you on all aspects of financial planning, including commercial finance, mortgages, inheritance tax, investment, equity release, long term care and pensions.

Investment firm of the year 2014 worldwide financial planning  Mortgage firm of the year 2014 worldwide financial planning

Call us free today on 0800 0112825, use our online enquiry form or call in to see us.

Our Truro office address is Heron House, Newham Road, Truro, Cornwall, TR1 2DP.

When you call, we’ll appoint your own personal independent financial advisor, to find out how we can help you.

The initial consultation with your advisor will be completely free of any charge or obligation.


No matter what your requirements or circumstances are, your independent financial advisor will listen to you in confidence and in detail. Your advisor will then research every option in the marketplace to find the very best solution for you.

As an independent financial advisor firm, we have unrivaled access to products and providers, meaning we can match you with the best one for your needs.

Here are some recent client testimonials;


“Trustworthy, knowledgeable, reliable, accessible, honest, excellent. Faultless. You can’t improve, and shouldn’t try! A huge thanks to you all.”

“Clear and informative advice, dealing specifically with our requirements.”

“We are totally happy and satisfied with the services provided and all the support staff we have met / spoken with. Thank you very much for all your help, advice and support. It is such a relief to have found such a good team, who we can rely on and trust.”


Award winning

Our Independent Financial Advisors have access to our award winning research which has given us numerous awards, most recently we were awarded Investment Firm of the Year 2014 and runner up Mortgage Firm of the Year 2014 at the Sesame Bankhall Awards.  Previously we were highly commended as runner up in the Small Advisor of the Year in the FT Adviser Online Service Awards 2013.  This follows winning a further 16 FT awards in 4 years along with awards from Scottish Widows and commendations from the British Mortgage Awards and the Financial Adviser Life and Pensions Awards.

So call us free today on 0800 0112825 or use our online enquiry form for Financial Times award winning advice from your dedicated independent financial advisor.

We look forward to hearing from you.

If you have any questions about this section or you would like to suggest topics please call us on

0800 0112825 or complete the .

Call free on
0800 0112825

Overseas call
+44(0)1872 222 422

or submit an
enquiry form

16 FT Awards in 4 Years

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