Investment Advice

Welcome to Worldwide Financial Planning, one of the UK's leading firms of independent financial advisers, specialising in investment management advice.

Our 16 FT awards over the last 4 years simply show our investment advice 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.

Why is Worldwide's investment advice so different?

Unlike most firms, we have an award winning process that minimises the risk of your investment, and maximises the reward. We have a dedicated team who analyse every investment in the market both qualitatively and quantitatively, to ensure the highest possible level of investment advice.

This level of investment research is used by each financial adviser to ensure we avoid today's winners becoming tomorrow's losers, as well as issues like mirror funds where you believe you are buying a real investment fund, but are actually buying a very expensive mirror version losing as much as 12% per year.

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

We are whole of market Independent Financial Advisers, and if your circumstances are right, we couple our award winning research with the use of wrap to ensure your portfolio is purchased and managed in the most efficient manner. In many situations we can save almost 5% off the initial purchase price you would pay with most advisers, so whether you are a lottery winner in search of investment advice, or are looking to provide for a better income from your investments, we are here to help.

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

What do I do now if I want advice?

Call your FT award winning investment adviser in confidence now on 0800 0112825, or complete the contact form and your dedicated investment adviser will call you straight back.

Worldwide Financial Planning - FT Award winning investment advice, building your financial security...It's about you.