Worldwide Financial Planning

We are not owned by any external company and that will become evident when you see you are dealing, not only with award winners, but real people. We are a truly Independent Financial Adviser firm and offer access to every solution in the market place. We are a whole of market independent financial adviser advising you on all aspects of financial planning, including mortgages, inheritance tax, investment, equity release, long term care and pensions. We are proud of our values and integrity and to be the same professional independent company we have always been. We have been recognised for our services and have received many awards including Investment Adviser of the Year 2014, Mortgage Adviser of the year 2014 runner up, Silver Award at the Cornwall Business Awards 2014 and amassed 16 FT awards over 4 years. Hopefully this shows our expertise in finding the right answer for you, quickly. FT Adviser Editor: “It is the value of honesty, integrity and empathy which have given Worldwide Financial Planning the edge over other advisers”. This is the most important part of the planning process to ensure we are fully aware of your current financial situation, your individual needs and aspirations, and requirements for financial security.