Committed to treating our customers fairly

Treating our customers fairly and the delivery of the best service have always been at the heart of how we do business.  To achieve this we have a management and support team to ensure you get the best service.

You may have read about Treating Customers Fairly (TCF) in the press. It’s not a new concept to us as we have always strived to be fair and clear in our dealings with customers. Our regulator, the Financial Conduct Authority (FCA) has put more focus on Independent Financial Advisers demonstrating how they are treating customers fairly.

You can be confident that you are dealing with a firm where the fair treatment of customers is central to our corporate culture.

Worldwide’s Commitment to you:

“Products and services delivered to you are appropriate to meet your needs and circumstances”

“You are provided with clear information and are kept informed before, during and after the advice”

“You are provided with clear information about the products and service we offer, including fees and charges”

“We will ascertain your individual needs, preferences and circumstances before making a recommendation and only recommend products and services that we consider suitable for you”

“We will encourage you to ask questions if there’s something you don’t understand”

“We will make sure you do not face unreasonable post advice barriers to change a product, switch provider, submit a claim or make a complaint”

Fee Based Advice

Fee based financial planning is transparent. You will know exactly how much you are paying and can budget accordingly. Our Financial Planner ‘s will advise you of the most appropriate solution and charge a fee for that advice.

Fee based financial planning means truly independent financial advice. Our service gives you access to whole of market solutions. This means a better deal for you and your finances.

We are proud to say we have a committed, experienced team of managers and support people. Without this team we could not offer the high levels of service that our customers require and ultimately receive.
Neil Chamberlain Director

Matt Dewhurst
Company Secretary

Location Truro

Matt started working for Worldwide in 2004.

In his spare time he enjoys making the most of the fantastic coast line Cornwall has, getting involved in activities both on land and on the water.

Matt’s leisure time pursuits include kayaking, trail riding, beach barbecues and chasing a frisbee with friends. He also likes to make time when he can for live music and comedy.

Suzanne Webb
Personal Assistant

Location Truro

Suzanne is based in our Truro office and provides PA support for the following Advisers:

- Matthew Higham, Chartered Financial Planner

Before joining Worldwide in November 2012, Suzanne worked for Lloyds Private Banking and Wealth Management for 34 years, working in the Truro Private Banking office.

Suzanne is married to Chris and has two daughters – Jade and Jasmine. Some of Suzanne’s hobbies include walking, cooking, reading, theatre and spending time with family and friends.

Sue Tabner
Personal Assistant

Location Truro

Canadian born Sue is currently providing PA support to Peter Meeson.

Sue has lived in Cornwall for the last 30 years and has many years’ experience in general insurance and financial services, bringing all these skills to her current job. Beyond work Sue enjoys the beaches and coastal walks in this wonderful part of the UK.

Carol Leary
Senior Administrator

Location Southampton

Carol is based in our Southampton office and provides support for Peter Cunio.

Carol has worked in the Financial Services industry for 36 years starting out with a major insurance company in 1979 before jumping ship to the Independent Financial Adviser side, joining Worldwide Financial Planning Ltd in 2004.

She lives with her partner Martin and has gained three lovely step-daughters – Ruth, Kerrie and Hannah plus Bob the Cockapoo. Her hobbies include walking the dog, reading, films, theatre, travel, baking and spending time with the family.

Jane Frost
Personal Assistant

Location Truro

Jane Frost manages administrative duties for Worldwide. Prior to joining the company she worked in another area of the financial industry and brings that experience to her current role.

She thoroughly enjoys providing customer care and administrative support to her colleagues in the mortgage and finance departments.

In her spare time she loves cooking and entertaining as well as eating out and keeping in touch with friends via social media sites. When she has time she enjoys walking either out in the open during the summer or on her treadmill at home in the winter.

Katie Rose
Personal Assistant

Location Truro

Katie is based in our Truro office and provides PA support to Chris Rowe, Andrew Stallard and Robert Haymes as well as assisting The Investment Committee.

When required, Katie also assists the Managing Director, Finance Department, Reception duties and supports other advisers within the Truro office.

Originally born in Basildon, Essex, she later moved to Cornwall when she was 13 to be closer to family. Katie graduated from Plymouth College of Art in 2013 with a 2:1 Degree is Fashion Design.

In her spare time she enjoys shopping, going to the cinema, movie nights, spending time with family and friends as well as enjoying the lovely coastal walks and beaches around Cornwall with her two dogs Rodney and Del.

Hannah Marshall
Receptionist

Location Truro

Hannah is our receptionist based at the head office in Truro.

Hannah is usually the first point of contact when calling to speak to our team of advisers. Prior to working for Worldwide, Hannah was studying towards a dance degree, and working as a receptionist in the hospitality sector in Newquay.

In her spare time, Hannah enjoys Dancing and socialising with friends. She is also a keen horse rider.

Matt Higham
Director

Location Truro

Categories Business Finance, Inheritance Tax, Investment, Life Insurance Advice, Long Term Care, Mortgage, Pension

Matt joined Worldwide in 2008 after a long career in banking with Lloyds TSB, latterly in their private banking division as both an Independent Financial Adviser and Senior Manager. He has also formed and run a financial services company with a local legal firm.

He specialises in Investment and Inheritance tax planning as well as retirement planning, including Self Invested Personal Pensions.

He is Chair of Governors at St Mary’s Catholic Primary School in Falmouth and is also a member of Falmouth golf club.

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