We are whole of market independent financial advisers who can support you across all aspects of financial planning. We are a whole of market independent financial adviser advising you on all aspects of financial planning, including mortgages, inheritance tax, investment, equity release, long term care and pensions.
No matter what your requirements or circumstances are, your independent financial adviser will listen to you in confidence and in detail. Your adviser will then research every option in the marketplace to find the very best solution for you. We will help you with all your financial planning needs, providing you with award-winning independent advice.
No matter what your requirements or circumstances are, your independent financial adviser will listen to you in confidence and in detail. Your adviser will then research every option in the marketplace to find the very best solution for you. We will help you with all your financial planning needs, providing you with award-winning independent advice.
Services
Welcome to Worldwide Financial Planning, one of the UK's leading firms of independent financial advisers. We have been recognised for our services and have received many awards including Investment Adviser of the Year 2014, Mortgage Adviser of the year 2014 runner up, Silver Award at the Cornwall Business Awards 2014 and amassed 16 FT awards over 4 years.
For families, entrepreneurs, professionals and executives alike, expert advice on investment, financial planning and tax issues is critical to protecting and maximising personal wealth. Our independent financial advisers specialise in providing just such advice. Whether your wealth comes from building a business, successful investments or family inheritance, robust family and estate planning is essential for protecting your wealth.
As a leading UK mortgage and remortgage broker, we can help you to find the right option for you. As a whole of market independent adviser we have exclusive UK mortgage deals from reputable lenders that you will only find with a whole of market independent adviser, and a huge range of mortgage options to suit almost any buyer.
Your business adviser is completely independent and part of the Worldwide Financial Planning team of independent financial advisers. This means they can draw on all the expertise around them for mortgages, tax advice, pensions, Self Invested Personal Pensions (SIPPs) and alternative finance.
As part of our solution we have professional working partnerships with other independent professional specialists for commercial financing, including grant funding, solicitors and accountants.Most businesses will have existing relationships with specialists they trust and deal with and it is important for a professional dialogue between our advisers and these other specialists to achieve the solutions your business requires.
As part of our solution we have professional working partnerships with other independent professional specialists for commercial financing, including grant funding, solicitors and accountants.Most businesses will have existing relationships with specialists they trust and deal with and it is important for a professional dialogue between our advisers and these other specialists to achieve the solutions your business requires.
Your independent financial adviser will listen to you in confidence and study your entire financial position. This is the most important part of the planning process to ensure we are fully aware of your current financial situation, your individual needs and aspirations, and requirements for financial security.
Reviews (1)
Margo Connolly
Mar 05, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
Cant say enough good things about this service. Needed a mortgage quite quickly due to circumstances. Richard Groves handled it all professionally and promptly and this included having to change my mortgage company half way through due to an issue with my solicitor. So worth it. Always helps if they're a nice guy, and he is. Thank you.
Cant say enough good things about this service. Needed a mortgage quite quickly due to circumstances. Richard Groves handled it all professionally and promptly and this included having to change my mortgage company half way through due to an issue with my solicitor. So worth it. Always helps if they're a nice guy, and he is. Thank you.
