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How To Get Started With Sustainable Investing

How do get started with sustainable investing - speak to our asset and fund managers - Making money through ESG investing

MORE and more investors are thinking and acting sustainably – we see it as a positive approach to your ethical investment strategy so it’s important to know how to get started with sustainable investing. It’s about making choices with your investments according to your beliefs and moral position on a wide range of issues. It […]

Why is sustainable investing important?

Why is sustainable investing important ESG Sustainable Investing 1

THERE’S one thing we all have in common – we all share the one planet and we all have a responsibility to look after the place we call home. It’s not just about individuals taking action around the home, albeit greening your home is a responsible thing to do, it’s about Governments doing the right […]

Greening Finance – The Government’s Roadmap

Pensions, inheritance tax and the budget

THERE is no one set definition for ‘greening finance’. But, when the Government launched its Green Finance Strategy on July 2, 2019, it stated that ‘greening finance’ meant ‘ensuring current future and financial risks and opportunities from climate and environmental factors are integrated into mainstream financial decision making and that markets for green financial products […]

Is Equity Release The Right Thing To Do?

Is Equity Release The Right thing To do Worldwide Financial Planning is a firm of independent financial advisers with offices in Cornwall Southampton Somerset and Northern Ireland

IS Equity Release the right thing to do? When you’re considering Equity Release, it’s vital you are getting the best advice and the best service possible. This is a big decision so taking advice from one of our independent mortgage brokers is really important.  Before applying, whether that’s for a lifetime mortgage, or a home […]

What are the alternatives to Equity Release Mortgages?

How much income do I need in retirement?

A COMMON question is what are the alternatives to Equity Release Mortgages. Equity Release mortgages may not be for everyone and there are alternative solutions for you to consider. These also may not suit you but your independent broker will go through your circumstances and advise you on the best solution. A report released in 2021 […]

Equity Release mortgages or Remortgaging?

Equity Release or remortgaging - whichever you choose should be based upon a full understanding of risks and rewards - Dormant pensions

EQUITY Release and remortgaging is a complex subject and you should always take specialist advice and whether you proceed or not should be based upon a full understanding of risks and rewards. This is where we come in. We are here so you can understand both so you can make an informed decision. An Equity […]

Why is it important to take advice from independent financial advisers?

THERE are so many things to take into consideration when you start thinking about investing your money. The thing to understand from the outset is that all investment carries risk. Investments can fall in value and you may get less back than you invested in the first instance. Again, you’ll recognise at this point why […]

Do I need To Have A Lot of Money Before I Can Start Investing?

Foreign currency exchange rate

DO I need to have a lot of money before I can start investing? This is a question which a lot of people ask. The simple answer is, you do not need to have a lot of money to start investing but there are certain things you need to consider before you begin. Firstly, don’t […]

What can I invest In? Our investments specialists will advise you

Buy-to-let remortgage

WHAT can I invest in? It’s a big question because there are a lot of answers, but, no matter what you invest in, you are taking a risk whether that’s shares, bonds, funds, property or sustainable projects and so on. It’s a big subject, and, when it comes to taking a risk, it’s a good […]

Why investments carry risk and what you can do to deal with those risks

Why Do Investments Carry Risk Worldwide Financial Planning is a firm of independent financial advisers with offices in Cornwall Southampton Somerset and Northern Ireland

IF you are at the point where you have decided to invest your money you should have determined, at this point, your why. Why are you choosing to invest – what is your investment goal? The one thing you also need to comprehend from the outset is your personal attitude to risk. You may be […]