Worldwide Financial Planning

Welcome to Worldwide Financial Planning, one of the UK's leading firms of independent financial advisers. We have built our reputation on providing exceptional financial planning services to families, entrepreneurs, professionals, and executives. With a strong focus on investments, financial planning, and tax issues, our independent advisers are committed to protecting and maximizing personal wealth.

At Worldwide Financial Planning, we pride ourselves on our core values of honesty, integrity, and empathy. Our expertise lies in finding the right answers for our clients, and we have been recognized for our services with numerous awards, including Investment Adviser of the Year 2014, Mortgage Adviser of the year 2014 runner up, and Silver Award at the Cornwall Business Awards 2014. We have also amassed 16 FT awards over four years.

Our firm is unique in that we have grown and developed together, and we are not owned by any external company. When you work with us, you will be dealing with award-winning professionals who are also real people. Our team of dedicated independent financial advisers listens to you in confidence, studies your entire financial position, and designs a tailored financial plan for your financial security.

Financial Planning Solutions

Our expert advisers specialize in providing advice on investment, financial planning, and tax issues, ensuring that your personal wealth is protected and maximized. We understand that every individual's financial needs and aspirations are unique, and we work closely with you to ensure your individual needs and requirements for financial security are met.

At Worldwide Financial Planning, we offer a comprehensive range of financial planning solutions, including:

• Investment planning
• Retirement planning
• Inheritance tax planning
• Estate planning
• Protection planning, including life insurance, critical illness cover, and income protection

Mortgage Solutions

We offer a comprehensive range of mortgage solutions, including mortgages, remortgages, buy-to-let mortgages, and commercial mortgages. Our dedicated advisers will research every option in the marketplace to find the very best solution for you, ensuring that you save money on your mortgage.

Business and Corporate Solutions

Our dedicated advisers will support you from the beginning to the end of your enquiry, working closely with your solicitor, accountant, or a specialist team for commercial mortgages, financing, or grant funding, pension planning for directors, company pension schemes, and more.

At Worldwide Financial Planning, we understand the unique financial needs of businesses and corporations, and we are committed to providing tailored solutions that meet those needs. Our business and corporate solutions include:

• Pension planning for directors
• Company pension schemes
• Protection for your business and key personnel
• Commercial mortgage and remortgage finance and refinance
• Small business funding assistance with government grants

Why Choose Worldwide Financial Planning?

At Worldwide Financial Planning, we are committed to providing exceptional financial planning services that meet your individual needs and aspirations. We are a truly independent financial adviser firm, offering access to every solution in the marketplace. We are also proud of our values and integrity, and we strive to provide the same professional independent company we have always been.

Our fee guarantee ensures that you will not pay any fees unless we can help you, and our dedicated support team carries our company ethos, which matches the Financial Conduct Authority approach to treating customers fairly.