Eleanor McGillie
Eleanor McGillie is Worldwide Financial Planning’s Head of Brand Communications. She is based in Northern Ireland and works with her colleagues in Cornwall, Southampton, Somerset and Northern Ireland.
Katie Rose
Katie Rose is a Personal Assistant based in our office Truro, Cornwall
Suzanne Webb
Suzanne Webb is one of Worldwide Financial Planning’s Personal Assistants based in Cornwall where she provides support for our advisers and senior management
Celine Desmettre
Celine Desmettre is one of our Personal Assistants at Worldwide Financial Planning and is based in our Truro office with our Cornwall based independent financial advisers, personal assistants and senior management team.
Richard Groves
Richard Groves is an Independent Financial Planner based in Southampton. Richard focuses on Business Finance, Financial Planning, Inheritance Tax, Investment, Life Insurance Advice, Mortgage, Pension
Peter Cunio
Peter Cunio is an Independent Financial Adviser based in Southampton. Peter focuses on Business Finance, Financial Planning, Inheritance Tax, Investment, Life Insurance Advice, Long Term Care, Pensions
Darren McKeever
Darren McKeever is an Independent Financial Adviser based in Fermanagh, Northern Ireland. Darren focuses on Business Finance, Financial Planning, Inheritance Tax, Investment, Life Insurance Advice, Mortgage, Pension
Andrew Stallard
Andrew Stallard is a Chartered Financial Planner based in Cornwall. Andrew focuses on Business Finance, Financial Planning, Inheritance Tax, Investment, Life Insurance Advice, Long Term Care, Pensions, Company Pensions
Peter Meeson
Peter Meeson is an independent financial adviser with Worldwide Financial Planning with a focus on Business Finance, Inheritance Tax, Investment, Life Insurance Advice, Pension
Dave Larkins
Dave Larkins is an independent financial adviser with Worldwide Financial Planning with a focus on Business Finance, Inheritance Tax, Investments, Life Insurance Advice, Pensions, Protection Policies
Take Control of Your Debt – Grasping The Debt Thistle
FOR many in the later stages of life, debt may not be the biggest problem they face, but given lower than inflation income rises, adding to rising post Brexit costs, the need to stay afloat can often mean reaching for debt. Those people are all around you and need support and help. One in six […]
Mitigating Inheritance Tax
OUR last two columns have focused around your property and inheritance tax given the surge in house prices. There are many other methods of mitigating tax so here are tips to some of them so as to leave your money to your loved ones rather than the ‘beloved’ tax man. If you have a life insurance […]