0800 0112825

Search

Worldwide Financial Planning is a member of the Equity Release Council

Worldwide Financial Planning is a member of the Equity Release Council. Pat Greene, Worldwide’s Mortgage Director, also has his CeRER qualification which empowers him to also advise on equity release.

THE Equity Release Council, the industry body for the UK equity release sector, representing providers, qualified financial advisers, solicitors and intermediaries, has announced that Worldwide Financial Planning is a new member of the council. The Equity Release Council represents the equity release sector and promotes high standards of conduct and practice in the provision of, […]

Worldwide kicks off 2023 by signing the Menopause Workplace Pledge

Worldwide Financial Planning has signed the Workplace Menopause Pledge

WORLDWIDE Financial Planning has kicked off the new year by signing the Menopause Workplace Pledge – a campaign by ‘Wellbeing of Women’ which encourages businesses, large and small, to take positive action to make sure everyone going through the menopause is supported. Women make up almost half of the workforce at Worldwide across its three […]

Peter McGahan listed as Top Leading Light in UK for Kindness and Leadership

Peter McGahan - CEO of Worldwide Financial Planning and 50 Leading Lights UK for Leadership and Kindness

THE CEO of Worldwide Financial Planning has been listed as one of the 50 Leading Lights in the UK for his kindness and leadership, an accolade aptly announced today which is World Kindness Day 2022.  Peter McGahan, who leads a team of independent financial advisers and administrators from the firm’s offices in Cornwall, Southampton and […]

Big hearted family man to do his bit to help combat homelessness at 2022 CEO Sleepout

Peter Meeson will take part in the CEO Sleepout

A BIG-HEARTED family man who has spent his professional career nurturing clients and their families on their financial journeys through life is preparing to do his bit to help combat homelessness by taking part in the 2022 CEO Sleepout. Peter Meeson, an independent financial adviser, at Worldwide Financial Planning in Truro, Cornwall, is no stranger […]

What are the different types of mortgages and what do they mean?

Pat Greene and Peter McGahan chatting about the economic comparison of owning or renting a home IMG_5414

ALL types of mortgages work in the same basic way – you borrow money to buy a property over a set term and pay interest on what you owe. How much you pay back each month is determined not only by how much you’ve borrowed, and the rate of interest you’re paying, but also how […]

Rise in mortgage demands for mortgages leads to new role at Worldwide

Mortgages - Pat Greene, Mortgage Director at Worldwide Financial Planning. IMG_5303

INCREASES in demands for mortgages has resulted in Cornwall based firm Worldwide Financial Planning to appoint a new mortgage director to head up its vibrant mortgage department. The firm, which is headed up by personal finance columnist, Peter McGahan, first announced its expansion plans last year and has been growing its team ever since. Pat […]

The Pros of Equity Release

The pros of equity release.

THERE are pros and cons of equity release but let’s look firstly at the pros, but, firstly, here’s a quick reminder as to what is equity release?  Equity Release is a financial product used by people who are aged 55 plus to release cash which is locked up in their homes. It is a bit […]

Selling Your Business – Get Everything in Order!

Selling Your Business Worldwide Financial Planning Will Help You - Pension tax relief

SELLING your business can be a big deal and it’s normally never a decision business owners take lightly. If you are in this position, where you and your business are parting ways, you will need a good exit strategy in terms of valuations, who’s going to buy it, what are the terms of the sale, […]

What is Commercial Refinance and Can It Help My Business?

What Is Commercial Refinance_Worldwide_Financial Planning is a firm of independent financial advisers with offices in Cornwall Southampton Somerset and Northern Ireland

What is commercial refinance and is this something Worldwide can help me with? Yes it is. Our independent commercial finance advisers will be happy to help you with a commercial refinance for your business. As soon as you contact us you will be assigned your own dedicated independent commercial broker. Your dedicated broker will discuss […]