Worldwide Financial Planning has been awarded the prestigious Investment Adviser of the Year 2014 from Sesame Bankhall Group.
The award ceremony took place at the Park Plaza Westminster Bridge London Hotel hosted by the comedian Dominic Holland.
Worldwide up against one in four of the UK’s IFA community and is proud to receive the award as recognition of the work done by the team at Worldwide and the work carried out with our investment clients.
Matt Higham at Worldwide says;
It is a real team effort involving the investment committee, other advisers and the administrative backup – their innovative work in pushing forward our investment offering, thinking and process has now been recognised with this award.
I also do not ignore the fact that as an advisory company we are client centric. Everyone cares about the advice we give and have the client’s best interests at heart. Client feedback is actively sourced and any problems or solutions are fed back to the investment committee. These discussions and engagement makes the service offering and work we do a competitive advantage in the industry.
Through embracing innovative working practices, Worldwide Financial Planning has seen an increase of 72 per cent on new mortgage business, of which 48 per cent originated from referrals from existing clients.
The firm has also seen growth through its WRAP platform investments, accounting more than £100 million in assets currently under management of the team.
It’s an honour to be shortlisted in these industry awards, and to be flying the flag for Cornwall on a national scale.
This award was the culmination of a great evening for Worldwide who were also shortlisted and came in a Runner Up for Mortgage Firm of the Year 2014.