Committed to treating our customers fairly

Treating our customers fairly and the delivery of the best service have always been at the heart of how we do business.  To achieve this we have a management and support team to ensure you get the best service.

You may have read about Treating Customers Fairly (TCF) in the press. It’s not a new concept to us as we have always strived to be fair and clear in our dealings with customers. Our regulator, the Financial Conduct Authority (FCA) has put more focus on Independent Financial Advisers demonstrating how they are treating customers fairly.

You can be confident that you are dealing with a firm where the fair treatment of customers is central to our corporate culture.

Worldwide’s Commitment to you:

“Products and services delivered to you are appropriate to meet your needs and circumstances”

“You are provided with clear information and are kept informed before, during and after the advice”

“You are provided with clear information about the products and service we offer, including fees and charges”

“We will ascertain your individual needs, preferences and circumstances before making a recommendation and only recommend products and services that we consider suitable for you”

“We will encourage you to ask questions if there’s something you don’t understand”

“We will make sure you do not face unreasonable post advice barriers to change a product, switch provider, submit a claim or make a complaint”

Fee Based Advice

Fee based financial planning is transparent. You will know exactly how much you are paying and can budget accordingly. Our Financial Planner ‘s will advise you of the most appropriate solution and charge a fee for that advice.

Fee based financial planning means truly independent financial advice. Our service gives you access to whole of market solutions. This means a better deal for you and your finances.

We are proud to say we have a committed, experienced team of managers and support people. Without this team we could not offer the high levels of service that our customers require and ultimately receive.

Peter McGahan
Chief Executive Officer

Location Ireland

Peter has over 33 years in Financial services. When buying his first home at age 19, Peter was confused by the advice given to him, and immediately looked to that as a career.

He was a manager at Albany Life for eight years before setting up Worldwide financial Planning in 1998, despondent at the restrictions placed upon him whilst not being able to offer Independent financial advice.

Peter has written for FT Business and other financial press as well as consumer columns for over twenty years. He was voted media IFA of the year alongside Tom McPhail of Hargreaves Lansdowne because of his forthright style and healthy cynicism of financial products.

Today, Peter works with Chris in the Investment research team, oversees the marketing and as CEO, sits on the board with Matt and Simon.

Simon Funge
Managing Director

Location Truro

Simon has recently joined Worldwide following his relocation back to the South West after nearly 25 years working in senior positions for Lloyds Private Banking, RBS Independent Financial advisers, and more recently Wesleyan.

He is passionate about delivering customer service and believes that quality financial advice, delivered by true professionals, is vitally important in today's complex financial world.

In his spare time he watches football and is a keen golfer.

Matt Dewhurst
Company Secretary

Location Truro

Matt started working for Worldwide in 2004.

In his spare time he enjoys making the most of the fantastic coast line Cornwall has, getting involved in activities both on land and on the water.

Matt’s leisure time pursuits include kayaking, trail riding, beach barbecues and chasing a frisbee with friends.

He also likes to make time when he can for live music and comedy.

James Barclay
Head of Compliance and Risk, Chartered MCSI / FICA; Certified Professional

Location Truro

James joined Worldwide in March 2018 with seventeen years in a diverse regulatory compliance career working both in the offshore and UK financial services sector.

At Worldwide, James will ensure we continue to hold all of our client’s best interests at heart and that as a regulated firm, we fully meet all of our Legal, Regulatory Compliance, and Treating Customers Fairly obligations.

He is a specialist in financial crime prevention and is a longstanding External Specialist Member of the Chartered Institute for Securities and Investment UK Regulation & Professional Integrity Panel and lives locally with his longstanding partner and 4 children.

Spare time? ... "Four children" he says, but with what's left, he enjoys running and hopes to restart gig rowing at some point...

Suzanne Webb
Personal Assistant

Location Truro

Suzanne is based in our Truro office and provides admin support for the advisers and management.

Before joining Worldwide in November 2012, Suzanne worked for Lloyds Private Banking and Wealth Management for 34 years, working in the Truro Private Banking office.

Suzanne is married to Chris (who also paints our offices) and has two daughters – Jade and Jasmine.
In her spare time Suzanne enjoys spending long summer days on the beach with family and friends and looking after her daughter’s French Bulldog ‘Matilda’.

Sue Tabner
Personal Assistant

Location Truro

Canadian born Sue is currently providing admin support in our Truro office.

Sue has lived in Cornwall for the last 30 years and has many years’ experience in general insurance and financial services, bringing all these skills to her current job.

Beyond work, Sue enjoys the beaches and coastal walks in this wonderful part of the UK.

Carol Leary
Senior Administrator

Location Southampton

Carol is based in our Southampton office and provides support for the Finacial advice team.

Carol has worked in the Financial Services industry for 36 years starting out with a major insurance company in 1979 before jumping ship to the Independent Financial Adviser side, joining Worldwide Financial Planning Ltd in 2004.

She lives with her partner Martin and has gained three lovely step-daughters – Ruth, Kerrie, and Hannah, plus Bob the Cockapoo.

Her hobbies include walking the dog, reading, films, theatre, travel, baking and spending time with the family.

Jane Frost
Personal Assistant

Location Truro

Jane Frost manages administrative duties for Worldwide. Prior to joining the company she worked in another area of the financial industry and brings that experience to her current role.

She thoroughly enjoys providing customer care and administrative support to her colleagues in the mortgage and finance departments.

In her spare time, she loves cooking and entertaining as well as eating out and keeping in touch with friends via social media sites.

When she has time, she enjoys walking either out in the open during the summer or on her treadmill at home in the winter.

Katie Rose
Personal Assistant

Location Truro

Katie is based in our Truro office and provides administrative support across Worldwide.

Originally born in Basildon, Essex, she later moved to Cornwall when she was 13 to be closer to family.

Katie graduated from Plymouth College of Art in 2013 with a 2:1 Degree in Fashion Design.

In her spare time she enjoys shopping, going to the cinema, movie nights, spending time with family and friends as well as enjoying the lovely coastal walks and beaches around Cornwall with her two dogs Rodney and Del.

Laurel Eathorne
Personal Assistant

Location Truro

Laurel helps manage multiple duties for Worldwide, prior to joining the company she worked within the building industry whilst studying for her degree in Web Technology.

In her spare time, if she isn’t jet setting to different countries, you will find Laurel either watching her partner play rugby for Redruth RFC, walking the Cornwall coasts with Marv the sausage dog or catching up with her friends over a cocktail.

Chrissy Fry

Location Truro

Chrissy is based in our Reception area in the Truro office, meeting and greeting our Clients. She also assists with any administration tasks the team may require.

She moved to Cornwall from Hertfordshire with husband David in October 2000 after working in the Telecommunications Industry in London as PA to four Senior Project Managers and their teams.

Chrissy worked at Cornwall College in St Austell as a Training Co-ordinator for the Business School, and her experience there in Customer Service Training greatly benefits our clients at WWFP.

After 15 years at the College, Chrissy retired, for just 2 weeks as she felt she had more to offer the world!

Chrissy and David have a 1935 Austin Seven Ruby Saloon and enjoy driving around the beautiful Cornish coastline and linking up with the Cornwall Austin Seven Club.

They also love to have the family down for beach days, crabbing and just general exploring.

Kelly Tremayne
Personal assistant/administrator

Location Truro

Kelly has as assistant to the financial advisers at Worldwide since 2016.

Before this Kelly completed her AAT qualification in Accountancy while caring for her 5 children and working in catering.

In her spare time she enjoys creating stained glass pieces, spending time with her family exploring Cornwall… and sleeping!!

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