Articles

Personal Financial Planning

Thursday, May 17th, 2012

Back to the basics of personal financial planning ISAs, SIPPs, SSASs, VCT, EIS… It’s enough to make your head and eyeballs spin. Judging by the amount of acronyms the financial services has, there’s some justification of the view that the industry is awash with abbreviations and jargon. No wonder it’s easy for people to view [...]

Tags: financial planning, independent financial advice

Posted in Get it right, Weekly Articles | No Comments »

Worldwide aim for award support for mortgage expert

Wednesday, May 16th, 2012

A leading firm of Cornish independent financial advisers is urging local businesses to back one of its team in a national competition. Ronan Marrion, a mortgage adviser at Truro and Wadebridge based Worldwide Financial Planning, is in the running for an award at the annual British Mortgage Awards Ronan, who lives in Truro and is [...]

Tags: mortgages, Worldwide Financial Planning

Posted in Events, Mortgage, Mortgage News, News | No Comments »

Further Success for Worldwide’s Advisers

Friday, May 11th, 2012

An award-winning firm of Cornish independent financial advisers continues to lead the way in the run up to forthcoming changes in the financial services industry. Donna Hansen and Lynne Williams, IFAs at Truro and Wadebridge based Worldwide Financial Planning, have both achieved level four accreditation for financial planning. The company now has seven advisers who [...]

Tags: Independent Financial Advisers, RDR, Worldwide Financial Planning

Posted in Events, News | No Comments »

Private Medical Insurance

Thursday, May 10th, 2012

What’s on your mind at the moment? Maybe your work, your money or your health are. If you own a business and you’re an employer it’s likely those matters are on your mind most of the time. They’re some of the most pressing things to most of us and it’s very difficult to disconnect them. [...]

Tags: Employee benefits, private medical insurance

Posted in Employee Benefits, Weekly Articles | No Comments »

Finding the Right Finance

Tuesday, May 8th, 2012

Our commercial department were challenged recently by a business to find a finance package for them. They were looking to expand their hotel business and had outgrown the leasehold premises they had occupied for the last five years. They had seen a freehold property for sale nearby that suited their requirements and would allow them [...]

Tags: banks, business finance, commercial property, independent financial advice

Posted in Business Finance, Commercial Finance, Weekly Articles | No Comments »

Take the strain out of financing your business

Friday, May 4th, 2012

Does your business need finance or are you considering a refinance package? Probably for many people, the answer is ‘yes’ to one or the other. Finance, whether it’s for starting up or to fund expansion is a vital part of any business, meaning it’s crucial to get it right. So where do you start? The [...]

Tags: banks, business finance, commercial finance, commercial mortgage, commercial property, independent financial advice

Posted in Business Finance, Commercial Finance, Get it right, Weekly Articles | No Comments »

Financial News Round Up for the Week Ending 4th May 2012

Friday, May 4th, 2012

Welcome to your regular financial news round up from Worldwide Financial Planning. A mixed week for the economy and our finances with inflation up again, while the FTSE100 has made gains. It’s also the week of local elections in many areas and mayoral elections in London, Salford and Liverpool, so expect politicians of all colours [...]

Posted in Financial News, News | No Comments »

WWFP Invite Big Cheeses for a Taste Test

Thursday, April 26th, 2012

Members of Cornwall’s business community came together for a friendly cheese and wine tasting competition at the invitation of Worldwide Financial Planning in March. The event at the Alverton Manor Hotel brought together Cornish professionals for a social event with a difference. Guests were invited to form teams to pit their taste buds against the [...]

Tags: Worldwide Financial Planning

Posted in Events, News | No Comments »

Planning for your future? Take action!

Monday, April 23rd, 2012

Pensions are in the news again and with so many legislation changes over the last few years on private pension provision, it’s always useful to have a look over all the options available to you. Pension and retirement planning now needs a multi-dimensional approach and with many choices available, it can seem daunting and quite [...]

Tags: independent financial advice, pensions

Posted in Get it right, Pension, Retirement, Weekly Articles | No Comments »

VAT on hot food

Friday, April 13th, 2012

Fancy a Norwegian Pasty? In the recent budget it wasn’t the cut in the higher rate of tax, the granny tax or even the new child benefit rules that irritated most people, especially those in Cornwall. What was possibly the last straw was the attack on the iconic Cornish pasty! (1) As financial advisers, we [...]

Tags: tax, VAT

Posted in Really Useful Money Stuff, Recession and the UK Economy, Weekly Articles | No Comments »

« Older Entries