What We Do
Worldwide Financial Planning’s team of advisers are focused, knowledgeable and are close to the issues and markets which matter to you. We will always put the needs of our clients first. We ensure we provide the best solutions to meet your needs.
We are a team who very much care about our firm’s values to be fair, kind, honest, caring, supportive, progressive, open, transparent, trustworthy, visionary and sustainable.
We are whole of market, independent financial advisers who can support you across all aspects of financial planning including Retirement Planning, Investments, Equity Release, Inheritance Tax, Mortgages, Protection, Long Term Care and Business Finance.
When you call, we’ll appoint you with your own personal independent financial adviser, to find out how we can help you. The initial consultation with your adviser will be completely free of any charge or obligation.
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.
How Can We Help You?
Retirement Planning
We all work hard, so, when you choose to retire, we want you to have peace of mind and financial security so you can spent your time the way you want to.
Investment
Whether your wealth comes from building a business, investments or family inheritance, robust family and estate planning is essential for protecting your wealth.
Equity Release
If you are aged 55 and over, Equity Release means you can access cash (equity) which is locked up in your property without having to sell your property.
ESG Sustainable Investing
Investors are putting their money with organisations which align with their values. They look at how they treat the environment, their social responsibility and how they are governed.
Inheritance Tax
Benjamin Franklin said that “…in this world, nothing is certain except death and taxes”. While the first part is unavoidable, our friendly advice may well help with the latter.
Long Term Care
There may come a time in our lives when we may need care in some capacity or other. For some people it may come earlier and for others it could come much later.
Mortgages
Getting a mortgage is quite possibly one of the biggest financial decisions you may ever have to make so it is so important to get it right.
Protection
Protecting your money is one of the most important things you can do in terms of protecting yourself, your family and your business.
Business Finance
Thinking about starting a business, or running a business, can be hard enough. Get good advice on how to access business finance to help you grow.