Currently your adviser will be receiving an annual retainer from the insurance company. This will be redirected to Worldwide Financial Planning, which pays us to manage your money.
Because of the sheer volume of investments we place, individual funds can actually be accessed at a discount.
It is probable you can access the benefits of wrap and Worldwide’s investment expertise whilst paying no more than you currently do.
Find out how the UK Investment Adviser of the Year can manage your investments on wrap by calling 0845 230 9876 or complete the enquiry form in confidence.
Worldwide Financial Planning – Investment Adviser of the Year, Ethical Investment Adviser of the Year
'Cost may vary depending on the service you provide. An individual illlustration for the cost of our services will be provided. Cost will be agreed with you on appointment by you, of us as your Independent Financial Adviser'
'Worldwide Financial Planning Ltd are authorised and regulated by the Financial Services Authority. Worldwide is entered on the FSA register www.fsa.gov.uk/register/ under reference 440668
Registered office; The Old Carriage Works, Moresk Road, Truro, Cornwall, TR1 1DG. Registered in England and Wales No. 3533548. Contact info@wwfp.net or 01872 222 422
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