Worldwide Financial Planning

Following our exciting appointments at the head of the company, Worldwide are seeking two new members in our administration team.

Nicole Martin Worldwide Financial Planning Adviser completed the Mawnan Smith 5K fun run with her brother Andrew on Sunday 27th September to raise money and awareness for Connect Cornwall.

We are pleased to announce that Ronan Marrion has featured in the Sunday Times Top 250 Mortgage Advisers in the UK.

Last night we were absolutely delighted to attend and share the news that Standard Life Wrap won four awards at the Aberdeen Platform Awards.

Chris Rowe, pictured, from Truro-based Worldwide Financial Planning, has become a chartered financial planner.

He said: "It was such a fantastic feeling to receive confirmation that I had passed my final exam and become chartered.

"Over the last eight years since I joined Worldwide, I have worked hard to improve my expertise."

Matt Higham independent financial adviser from Falmouth has become the first member of Worldwide Financial Planning to gain chartered status. Matt successfully achieved the accreditation after passing his Advanced Financial Investment Planning exam, which he took in October. The result means that Matt now has Chartered Financial Planner status, as well as reaching level six accreditation for