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Keep up to date with the latest financial news from Worldwide Financial Planning

Further success for IFAs

Monday, January 14th, 2013

Two Cornwall-based independent financial advisers (IFAs) are celebrating the New Year after moving a step closer to achieving chartered status. Worldwide Financial Planning’s Chris Rowe, who is based at the company’s Wadebridge office, and Matt Higham, who works in the Truro office, both passed the AF5 paper in financial planning process. Chris now needs to [...]

Tags: independent financial advice, Independent Financial Advisers, RDR, Worldwide Financial Planning

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Financial News Round Up for the Week Ending 11th January 2013

Friday, January 11th, 2013

Welcome to the very first financial news round up of 2013! And a very Happy New Year to you. It may only be the start of January but nonetheless, the financial world never rests and there are plenty of stories out there. We’ve rounded them up, selected the most important and those that are likely [...]

Tags: annuity rates, Bank of England, interest rates, long term care, long term care costs, RPI

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Worldwide recognised for work to improve financial literacy

Monday, December 17th, 2012

A firm of independent financial advisers from Cornwall has been recognised for its work with young people.

Tags: Worldwide Financial Planning

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Financial News Round Up for the Week Ending 14th December 2012

Monday, December 17th, 2012

It’s a week closer to Christmas and the temperatures are plummeting across the UK, coupled with more stormy weather. And to accompany the weather, there have also been a few storms of a financial nature blowing across the UK and Europe. Read below to find out more! As always, if you have any queries, call [...]

Tags: Barclays, mortgages, Northern Rock

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Financial News Round Up for the Week Ending 7th December 2012

Friday, December 7th, 2012

Snow is in the air! Welcome to the first financial news round up for December 2012, with reports of flurries of snow around the country. Be careful out there and keep warm! It’s been another busy financial week with Chancellor George Osborne’s Autumn statement on the 5th. We’ve got all the key points from that [...]

Tags: banks, business finance, Inheritance tax, ISAs, tax, tax relief

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Financial News Round Up for the Week Ending 30th November 2012

Friday, November 30th, 2012

Welcome to another of your regular financial news round ups, still taking shelter from the wind and rain. We hope you’ve stayed safe among the storms battering the UK at present. There have also been storms of a metaphorical kind in the financial world, with change at the top of Bank of England and warnings [...]

Tags: banks, mortgages, Nationwide, Royal bank of Scotland, VAT

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Mortgage Adviser Makes His BBC TV Debut!

Monday, November 26th, 2012

One of Worldwide’s mortgage advisers will be making his television debut tonight (Monday, November 26) on BBC One. Ronan Marrion, who is based in our Wadebridge office, will be speaking on the channel’s Inside Out programme at 7.30pm. Here’s the link to the show on iplayer, which will be available for a limited time. He [...]

Tags: mortgages, Worldwide Financial Planning

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IFA reports increase in businesses looking to free up cash

Monday, November 26th, 2012

A Cornish firm of independent financial advisers has noted an increase in the number of businesses turning to asset financing and invoice factoring to help cashflow over the winter months. Worldwide Financial Planning, which has offices in Truro and Wadebridge, believes the increase, particularly in the hospitality industry, is down to the impact the poor [...]

Tags: business finance, Cornwall, Cornwall business, Worldwide Financial Planning

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Join the Women of Worldwide for a Bags to Riches evening!

Friday, November 23rd, 2012

The Women of Worldwide have another evening of fun and fundraising planned and they would love you to join them! WoW member and one of Worldwide’s independent financial advisers, Lynne Williams, is hosting a ‘Bags to Riches’ evening at her home on the 10th December from 7pm (contact Lynne for directions), offering the chance to buy beautiful [...]

Tags: Cornwall Hospice Care, Women of Worldwide, WoW

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Financial News Round Up for the Week Ending 23rd November 2012

Friday, November 23rd, 2012

Welcome to Worldwide’s regular financial news round up, slightly damp and clad in wellington boots after the torrential rain the UK has been receiving. But on the plus side, the weather is likely to have given umbrella manufacturers a boost. Every cloud has a silver lining… As always, if you have any queries, call us [...]

Tags: banks, investing, mortgages, tax, tax relief

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