Investment Advice

Welcome to Worldwide Financial Planning, one of the UK’s leading firms of specialist independent financial advisers.

We specialise in investment advice for your entire investment portfolio including ISAs, SIPPs, trusts, portfolio planning, charities, offshore tax investments and all tax wrappers, including investment advice on one of the most charge efficient ways to manage your portfolio which is the investment wrap.

Our 16 FT awards in 4 years simply show our expertise in finding the right answer for you; quickly.

“To win demanded skills of fund selection and portfolio construction of a highly professional nature. Those independent financial advisers who came top have demonstrated that they are among the best there is“. FT Investment Adviser Editor, after Worldwide won Investment adviser of the year and Ethical investment adviser of the year.

If you would like to find out more about Worldwide’s FT Award winning investment advice call free on 0800 0112825.

Why is Worldwide’s investment advice so different?

Unlike most firms, we have an award winning process that minimises the risk of your investing and maximises the reward. We analyse the market both qualitatively and quantitatively to provide the highest level of investment advice.

Our investment process involves the very best specialist research. Our qualitative research involves a face to face meetings with all leading managers. This is married to our FT award winning, unique and unrivalled detail of the consistency, risk and overall performance of fund groups – our quantitative research.

This makes sure you take as little risk as possible with your capital to achieve the maximum reward you wish to achieve.

Our investment research is used by each investment adviser at Worldwide. It ensures you avoid today’s winners becoming tomorrow’s losers. Our investment advice also avoids issues like mirror funds where you believe you are buying a real fund, but are actually buying a very expensive mirror version losing as much as 12% per year.

Our research ensures you invest in the right funds for your needs.

Tax

We will choose the most tax efficient solution to manage your capital. Whether it’s an ISA, a range of collectives to maximise your annual capital gains allowance, or an offshore bond to maximise tax efficient roll up of your investments, our investment advice team will ensure your capital is not laboured by tax.

Independent investment advice

We are whole of market Independent Financial Advisers offering access to every product and solution in the investment market. If your circumstances are right, we couple our award winning research with the use of the very best cost saving investment Wrap. Wrap makes sure your portfolio is purchased and managed in the most efficient manner.

Using Wrap we can save the initial cost of 5.25% of typical unit trusts and ISAs. This is compared to what you would pay with most other retail investment advice via banks and advisers. The reason for this is because in most situations you will not be paying a charge for the funds; you will only be paying your adviser’s fees which will be more cost-effective for you.

Ongoing investment advice

Wrap allows you to study your entire portfolio on an hour by hour basis and as it doesn’t involve excessive paperwork allows access to your portfolio to make changes instantly.

Can our investment advice team help?

It doesn’t matter if you are a lottery winner, a trustee of a charity, or are simply looking to receive better growth or income from your isa or investment portfolio. Whatever you need, our investment advice is here to help.

Our fee guarantee: you will not pay any fees unless we can help you.

What do I do now?

To access our investment advice, call your FT award winning adviser in confidence now on 0800 0112825. Or complete the contact form and your dedicated adviser will call you straight back.

Worldwide Financial Planning – FT Award winning investment advice, building your financial security…It’s about you.

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

Your assets are managed on an advisory basis not on a discretionary basis