Worldwide Financial Planning has, over the years built up a valuable source of information that can help you in making important decisions in conjunction with your adviser.

Whether you are a first time buyer looking for a mortgage or an experienced investor we can give you access to a whole range of tools, old articles, facts and figures.  Take advantage of this information before you speak with one of our advisers.  

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Posted

The myth of ‘natural’ income and how to take income

By Worldwide Financial Planning

Categories Financial Planning

There is a persistent idea in retirement planning that the sensible way to take income from investments is to live only on the dividends from shares and the interest from bonds, while never touching capital. It sounds prudent - like the sort of thing your grandfather may have nodded at over the newspaper.

Posted

The Return You Never See Leave

By Worldwide Financial Planning

Categories Financial Planning, Investment

I’ve watched people negotiate harder over a used car mat than they do over the charges inside a pension (or investment). It would be funny if it were not so expensive. In investment terms, unnecessary costs are like turning the heating up with broken windows.

Posted

Behavioural Traps in Investing

By Worldwide Financial Planning

Categories Financial Planning, Investment

I’ve yet to meet an investor who set out to buy high and sell low. But I’ve had plenty of readers here who nearly did exactly that between the irresponsible headlines and sleep. Behaviour, not spreadsheets, is where most investing outcomes are won or lost.

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Posted

What to Do When Markets Fall

By Worldwide Financial Planning

Categories Business Finance, Financial Planning, Investment

The day the market falls is the day your phone suddenly thinks it's a newsroom. Every headline wants a gasp, and every ‘pundit’ wants you to believe this time is different. My Director of Investment and I know from all our years of this experience - it rarely is.

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Posted

Iran - the Short, Medium and Long-term Impact

By Worldwide Financial Planning

Categories Business Finance, Financial Planning, Investment, Mortgage, Pension

Most wars hit economies through something far more boring than the dramatic headlines: plumbing. A pipe, a price, and a pause.

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Posted

The Attacks on Iran and Their Impact on the Economy

By Worldwide Financial Planning

Categories Financial Planning, Investment

The attacks on Iran are being sold as a moment that “changes everything”, and maybe a justification for war. The economic story is simpler. It is mainly about the price of energy, and a bit about the cost of moving goods around the world.

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