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.  

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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. 

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MARKETS WOBBLE AS INVESTORS WORRY ABOUT AI VALUATIONS AMIDST RISING BIG TECH EARNINGS

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

Despite the sharp dip in AI and microchip stocks, like most recent sell-offs, the recovery has been almost as swift as the decline. As Softbank’s $25bn investment pledge shows, investors fear missing out. It serves as a warning that the eventual leaders in this industry may not be the current favourites.

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Momentum Investing: When Diversification Saves You from AI Hype

By Worldwide Financial Planning

Categories Financial Planning, Investment

Being self-congratulatory over a stock which you bought, without understanding it, and seeing its value soar, is the exhilaration of skydiving without having checked your parachute. You can’t blame anyone.

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Diworsification: When Too Much Diversification Hurts Your Investments

By Worldwide Financial Planning

Categories Financial Planning, Investment

Diworsification, describes excessive diversification which weakens investment returns, increases costs, and makes managing a portfolio unnecessarily complex. It’s the financial equivalent of collecting hundreds of ingredients for a meal and ending up with a tasteless, overpriced dish.

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MARKETS POSITIVE AS TRUMP CONCENTRATES ON TARIFFS

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

Opinion is divided over whether Trump is serious about imposing tariffs or whether they are just bargaining chips. The threat of tariff was widely anticipated and with the exception of some currencies markets have been positive.

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Posted

Money, Emotions and Debt: How Our Psychological Needs Shape Our Financial Habits

By Worldwide Financial Planning

Categories Financial Planning

Debt is a matter to be taken seriously. It can take away one of your core emotional needs – autonomy. Let’s give you some awareness tips to help you, or potentially other people you may know, in this situation.

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Posted

SLOWING INFLATION HELPS BOND MARKETS SHAKE OFF THE GLOOM

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

Media coverage fixated on the UK being in a bad place this week, with the government under pressure from the bond markets and the pound on the skids. Even setting aside the hysterical comparisons to Liz Truss’s disastrous time as prime minister, it is understandable that some people expected to see bond yields spike.

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