Welcome to Worldwide Financial Planning, one of the UK’s leading firms of independent financial advisers.
We have been recognised for our services and have received many awards including Investment Adviser of the Year 2014, Mortgage Adviser of the year 2014 runner up, Silver Award at the Cornwall Business Awards 2014 and amassed 16 FT awards over 4 years. Hopefully this shows our expertise in finding the right answer for you, quickly.
FT Adviser Editor: “It is the value of honesty, integrity and empathy which have given Worldwide Financial Planning the edge over other advisers”
You’ll see when dealing with our firm that we have all grown up together and developed within Worldwide. We are not owned by any external company and that will become evident when you see you are dealing, not only with award winners, but real people.
What can Worldwide’s independent financial advisers do for me?
Firstly, you will be appointed your own dedicated independent financial adviser.
Your independent financial adviser will listen to you in confidence and study your entire financial position. This is the most important part of the planning process to ensure we are fully aware of your current financial situation, your individual needs and aspirations, and requirements for financial security.
Before any fees are even considered, we will decide if we can help.
We are a truly Independent Financial Adviser firm and offer access to every solution in the market place. Your dedicated independent financial adviser will then design a financial plan for your financial security, and after implementation, will create a review programme to suit your needs and achieve your financial security.
What can we help you with?
Our advisers cover every aspect of financial planning and you will be allocated a dedicated adviser according to your needs. To assist you, we have a dedicated support team, all of which carry our company ethos which matches the Financial Conduct Authority approach to treating customers fairly.
Our fee guarantee: You will not pay any fees unless we can help you.
Trustworthy, knowledgeable, reliable, accessible, honest, excellent. Faultless. You can’t improve, and shouldn’t try! A huge thanks to you all.