Working With Accountants
For our team, it is essential to ensure people receive a quality, integrated and comprehensive service.
We partner with accountants which helps provide clients with an excellent service.
Worldwide Financial Planning’s independent financial advisers work with accountants to ensure the best financial solutions are presented to meet a client’s specific needs.
Our client focused approach, coupled with our high standards of professional practice, leads to reciprocal referrals with accountants.
We partner with accountants which helps provide clients with an excellent service.
How We Help Accountants
- As a firm of independent financial advisers, we run a full audit on the cost and suitability of every financial product your client owns
- Our work ensures that accountants and their clients are aware and up to date with all the latest pension legislation
- We review pension schemes and making clients aware of the implications of NEST
- Retirement and property purchase using SIPPS/SSAS
- Bespoke analysis on pension funds investment performance and risk
- Our IFAs ensure all clients have suitable and up to date policies that meet their objectives
- We make sure clients are operating their investment portfolios in the most tax efficient manner
- We provide Inheritance Tax and trust advice
- We make ourselves available to our partners for technical seminars
- We assist with financial communications in your newsletters/websites and general marketing materials
Contact Worldwide Financial Planning
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