You may have a question that you want to ask.  To try and help you before you speak to one of our advisers please have a read of some regular questions we receive. 

Financial Planning Solutions

  • Why should I appoint Worldwide Financial Planning as my investment adviser?

    Investment advice is essential to ensure your hard earned capital either produces the income or investment growth you desire.

    That’s why it’s important you choose an Independent Investment Adviser to help you make the right choices about managing your money.

    Worldwide Financial Planning have won awards for UK Investment Adviser of the Year. We simply had to manage money for a year and compete against all the major UK investment advisers. Our objective was to produce the best investment returns with the minimal risk. We are also proud to say that we were 2nd in the growth portfolio showing our ability to manage money to the best possible returns no matter what your situation.

    “To win demanded skills of fund selection and portfolio construction of a highly professional nature – those IFAs who come top have demonstrated that they are the best there is” Editor, FT Investment Adviser.

    Investment advice is not easy to obtain. Ensure you are dealing with a completely Independent Financial Adviser who offers you a fee-based option. Don’t be fooled by financial institutions that tie themselves to one or more companies and produce graphs to show how good they are. An Independent Financial adviser will study your needs and objectives with no axe to grind.

    As specialists we believe we can obtain the right answer quicker, saving you money.

    'The value of shares and investments can go down as well as up.'

Mortgage Solutions

  • What costs can I expect with my mortgage?

    There can be, if you’re not careful, hidden costs within a mortgage. Your independent mortgage broker will make any costs clear to you so you can avoid them wherever possible. For example, comparing the best two year tracker rates with the worst two year tracker rate shows a difference of hundreds of pounds over the term. Our mortgage team will get you the very best rate possible.

    ‘Your home may be repossessed if you do not keep up repayments on your mortgage’

  • What size of deposit will I need?

    The bigger the deposit you have, the better. If you have a 25% deposit, you will be much more likely to have a more preferable interest rate than if you only have a 5% deposit. In the long term, this could save you thousands of pounds. Our independent mortgage brokers will advise you about your deposit.

    ‘Your home may be repossessed if you do not keep up repayments on your mortgage’

  • Why would I use Worldwide Financial Planning for my mortgage?

    Award winning

    Our Financial Times award winning mortgage brokers are independent experts who have access to the whole UK mortgage marketplace, ensuring you are offered the very best solutions for your personal situation.

    Our service to you:

    When you contact us to ask about a mortgage, we will work to help you, no matter what shape or form your mortgage enquiry. Whether you want a first time mortgage, a remortgage or to enquire about fixed or variable rates, we will have the answer for you.

    Our mortgage service is dedicated to helping you find the very best mortgage there is at the very best price. We’ll either reduce or completely eliminate your costs and if there are charges we’ll make them completely transparent. That means you’ll know exactly what you have to pay and when, making it easy to budget.

    Any initial consultation with your mortgage broker is completely free of charge and obligation.

    ‘Your home may be repossessed if you do not keep up repayments on your mortgage’

Business and Corporate Solutions

  • Which lenders do you use?

    We use every SIPP provider, residential mortgage provider and commercial finance adviser in the UK. In many situations our specialist advisers use niche providers not normally available to the public.

    ‘Your home may be repossessed if you do not keep up repayments on your mortgage’

  • What business finance can we help you with?

    Our advisers cover the full range of commercial finance. You will be allocated a dedicated financial adviser according to your needs. This ensures you receive the best advice in the most cost effective manner.

    We offer independent advice on:

    • Cashflow.

    • Business loans.

    • Factoring.

    • Invoice discounting.

    • Residential mortgages.

    • SIPP property purchase.

    • Asset based lending.

    • Commercial finance for most purposes including hotels and pubs.

    • Bridging loans.

    • Development finance.

    • Farm finance.

    • Marine finance.


    ‘Your home may be repossessed if you do not keep up repayments on your mortgage’

  • What can Worldwide’s advisers do for me?

    Firstly, you will be appointed with your own dedicated Business Finance Adviser. Your adviser will stay with you from enquiry through to the funds reaching your account.

    Your Independent adviser will listen to you in confidence and study your entire financial position.

    They will then design the most appropriate solution for your needs from all the options available. In many situations we are able to negotiate a better deal with your own bank. We do this by restructuring your financial situation and representing it back to your bank.

    We will cover all methods of financing. For example, did you know you could use a part of your pension to purchase your commercial property?

    Did you know you could receive tax relief on your residential mortgage if you structure it correctly?

    An introduction of cash from your pension or residential property, or a loan against your investments could be just what’s needed. This could make your borrowing requirements very attractive to a lender and give us the power to reduce your monthly payment rate.

    ‘Your home may be repossessed if you do not keep up repayments on your mortgage’

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