Resources

Worldwide Financial Planning here to help you!

Worldwide Financial Planning has, over the years built up a valuable source of information that can help you in making important decisions in conjunction with your adviser.

Whether you are a first time buyer looking for a mortgage or an experienced investor we can give you access to a whole range of tools, old articles, facts and figures.  Take advantage of this information before you speak with one of our advisers.  

To get full access and be able to view all of the resources we ask you to please Click Here and register once – we will email you your log on details once this is complete.

Registering your details means you will be able to log on any time and view the resources that are relevant to you and your needs.  We do not make this information available to anyone that comes on the site and want to share this with clients who are already working with WWFP and people that value the knowledge that we have created.  We do not share your details with any third parties and will only contact you on occasions with what we feel is relevant information. 

It’s easy to do but if you need any help please call us on 01872 222 422.

Posted

Iran - the Short, Medium and Long-term Impact

By Worldwide Financial Planning

Categories Business Finance, Financial Planning, Investment, Mortgage, Pension

Most wars hit economies through something far more boring than the dramatic headlines: plumbing. A pipe, a price, and a pause.

Read Article

Posted

The Attacks on Iran and Their Impact on the Economy

By Worldwide Financial Planning

Categories Financial Planning, Investment

The attacks on Iran are being sold as a moment that “changes everything”, and maybe a justification for war. The economic story is simpler. It is mainly about the price of energy, and a bit about the cost of moving goods around the world.

Read Article

Posted

Annual Review Due and You Are Being Sold Numbers?

By Worldwide Financial Planning

Categories Financial Planning, Investment

Stay with it until the end to understand the mistakes which are easily made when choosing what funds you are invested into, and recognising you are being told that you are in the wrong fund, pushing you into a fund at a high, or taking you out at the low.

Please log in to view this resource

Posted

How Do I Decide Which Funds Should Be in My ISAs and Pensions

By Worldwide Financial Planning

Categories Financial Planning, Pension

Readers of this column over the last 27 years will know of my deep concern of how customers are loaded unerringly into the wrong funds at the wrong time. We buy a pension and think, great, that’s a boring subject out of the way and it's ‘filed’ into the cupboard with the heating manual.

Please log in to view this resource

Posted

Business Partnership Succession

By Worldwide Financial Planning

Categories Financial Planning

When there is a death in a business you discover that a partnership can be profitable, busy and well-run, but still be dangerously fragile.

Please log in to view this resource

Posted

The Psychology of Setting Financial Goals Which Work

By Worldwide Financial Planning

Categories Financial Planning

When financial resolutions go wrong, it tends to boil down to a handful of common psychological and practical mis‑steps and, just between us, deciding to set goals in February can relieve a surprising amount of pressure.

Please log in to view this resource

Want to read more?

To read more please click here.

Client Login