Articles tagged "Worldwide Financial Planning"

Vote for our mortgage broker, Ronan!

Friday, February 15th, 2013

Worldwide’s Independent Mortgage Broker Ronan Marrion has been nominated for two awards in the upcoming Financial Reporter 2013 awards. We are all really proud of Ronan and the work the mortgage department do, and we would be delighted if you could help him to win. All the details on how you can do that are [...]

Tags: mortgages, Worldwide Financial Planning

Posted in Events, Mortgage News | No Comments »

Can Worldwide’s Melissa win her dream wedding?

Friday, February 8th, 2013

Worldwide Financial Planning’s Melissa Mead, who works as Director Neil Chamberlain’s PA, has been shortlisted to win her dream wedding to fiancé Paul Barnacle. Packet Newspapers are running a competition for one very lucky couple to win a complete wedding, including venue at The Falmouth Hotel, dress, rings, cars, photographer, meal… everything you need for the [...]

Tags: Cornwall, Worldwide Financial Planning

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Further success for IFAs

Monday, January 14th, 2013

Two Cornwall-based independent financial advisers (IFAs) are celebrating the New Year after moving a step closer to achieving chartered status. Worldwide Financial Planning’s Chris Rowe, who is based at the company’s Wadebridge office, and Matt Higham, who works in the Truro office, both passed the AF5 paper in financial planning process. Chris now needs to [...]

Tags: independent financial advice, Independent Financial Advisers, RDR, Worldwide Financial Planning

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Worldwide recognised for work to improve financial literacy

Monday, December 17th, 2012

A firm of independent financial advisers from Cornwall has been recognised for its work with young people.

Tags: Worldwide Financial Planning

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Mortgage Adviser Makes His BBC TV Debut!

Monday, November 26th, 2012

One of Worldwide’s mortgage advisers will be making his television debut tonight (Monday, November 26) on BBC One. Ronan Marrion, who is based in our Wadebridge office, will be speaking on the channel’s Inside Out programme at 7.30pm. Here’s the link to the show on iplayer, which will be available for a limited time. He [...]

Tags: mortgages, Worldwide Financial Planning

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IFA reports increase in businesses looking to free up cash

Monday, November 26th, 2012

A Cornish firm of independent financial advisers has noted an increase in the number of businesses turning to asset financing and invoice factoring to help cashflow over the winter months. Worldwide Financial Planning, which has offices in Truro and Wadebridge, believes the increase, particularly in the hospitality industry, is down to the impact the poor [...]

Tags: business finance, Cornwall, Cornwall business, Worldwide Financial Planning

Posted in Business Finance, News | No Comments »

WoW Birthday donations for Cornwall Hospice Care

Friday, November 23rd, 2012

The fundraising Women of Worldwide were delighted to receive another boost to their funds for Cornwall Hospice Care from Jeff Hick, the father of WoW’s Rebecca Bendle, who is one of Worldwide’s Commercial Finance Advisers. Jeff, who recently celebrated a milestone birthday, very kindly asked for donations to Cornwall Hospice Care instead of birthday gifts. [...]

Tags: Cornwall Hospice Care, Worldwide Financial Planning, WoW

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Golf win bonus for Truro banker

Friday, October 19th, 2012

A banker from Truro has enjoyed a bonus after being crowned the Worldwide Financial Planning Business Services Golf League 2012 champion. Clydesdale Bank’s David Rogers turned the disappointment of finishing as runner up in 2011 by coming out top against a 26-strong field from Cornwall’s business community. David became the fifth winner of the annual [...]

Tags: Cornwall, Cornwall business, Worldwide Financial Planning

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Pole Position for Worldwide!

Wednesday, October 10th, 2012

One of Worldwide’s Independent Financial Advisers took pole position in a recent Go Karting event held at Cornwall Karting. The event was organised by Aegon, one of the worlds largest life insurance and pensions companies, for IFAs in the South West. Taking place at the Karting circuit in St Eval, near Newquay, three of Worldwide’s advisers [...]

Tags: Worldwide Financial Planning

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A tidal wave of fun at the Living Seas Ball!

Monday, October 8th, 2012

Worldwide were delighted and proud to be one of the sponsors of Cornwall Wildlife Trust’s first ever fundraiser Ball, held at St Michael’s Hotel and Spa in Falmouth. The event went off with a bang, with guests, including Worldwide’s Donna Hansen, Lynne Williams and Matt Higham treated to an evening of marine-themed fun and fundraising. [...]

Tags: Cornwall, Cornwall Wildlife Trust, Worldwide Financial Planning

Posted in Events, News | No Comments »

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