Financial Planner

How could using a financial planner help me?

Whatever stage of life you are at and whatever financial resources you have, there are many reasons to use one of Worldwide’s financial planner and many ways in which they will help you.

Call your FT award winning independent financial planner in confidence now on freephone 0800 0112825 or complete the contact form and your dedicated financial planner will contact you.

Whether it is mortgages, pensions, commercial finance, long term care or any other financial matter you are seeking advice on, a financial planner will help you find the solution that fits you best.

Taking advice from your Worldwide financial planner is a little bit like using a tailoring service – you get bespoke advice that fits you exactly.

How will using a financial planner benefit me?

Truly independent advice from a truly independent financial planner is of real value in the financial world. Using your Worldwide financial planner will give you an advantage in the financial marketplace which has a bewildering array of different products.

All the financial planners at Worldwide financial planning are independent, meaning they have access to the entire range of financial products and providers in the UK. They will give you the widest choice possible and find you the very best deal there is.

To arrange an appointment with one of Worldwide’s financial planners only takes one call or click.

We offer you a free initial consultation with no obligation.

You will also be covered by our fee guarantee: you won’t pay any fees unless we can help you.

Because Worldwide are regulated by the Financial Services Authority (FSA) you can be assured you are in safe hands.

I’m nearing retirement, will a financial planner review my pension plans?

Yes they will. Here at Worldwide pension planning and retirement options are one of the many services our financial planners offer. They can review your current pension plans and find the best deal for you if you are choosing, for example, to buy an annuity.

Your adviser will help you plan and cover yourself for any eventualities in life, such as the need for long term care or any Inheritance tax you could be liable for.

I have a small business, how will my financial planner help me with it?

At Worldwide, our specialist independent commercial finance planners will help you whatever the size of your business.

As double FT award winners, our commercial finance service is second to none.

Whatever type of finance you require for your business, your financial planner has access to the entire UK commercial marketplace and will search to find the perfect solution for you, whether you require invoice finance, commercial loans or mortgages and any other type of business finance. They will always make sure your finance is the most cost-effective and tax-efficient solution possible.

What qualifications does a financial planner have to have?

To give advice on certain aspects of finance, such as mortgages, a financial planner has to hold a relevant qualification. All the financial planners at Worldwide hold the certificate in financial planning; some also hold a diploma and an advanced diploma. This means our service to you is specialist, expert and second to none.

Your financial planner will be happy to discuss his or her qualifications with you.

Call your FT award winning independent financial planner in confidence now on 0800 0112825 or complete the contact form and your dedicated planner will be in touch with you.

Remember: you won’t pay any fees unless we can help you.