Pat Greene
Pat Greene is Worldwide Financial Planning’s Mortgage Director and was appointed to our firm in 2022 – an appointment which came about due to a significant rise in demands for mortgages. Pat covers all mortgage enquiries from the length and breadth of the UK and his experience, his contacts, his ability to write business, his […]
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
Matt Higham
Matt Higham is a Chartered Financial Planner based in our Truro office. Matt focuses on Business Finance, Financial Planning, Inheritance Tax, Investment, Life Insurance Advice, Long Term Care, Mortgage, Pensions, Company Pensions
Chris Rowe
Chris Rowe is a Chartered Financial Planner with a focus on Financial Planning, Inheritance Tax, Investment, Life Insurance Advice, 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