Worldwide Financial Planning

Categories

Accountants / Banks / Finance / Investments

About Us

Worldwide Financial Planning is a team of independent financial advisers based in Cornwall, Somerset, Southampton and Northern Ireland. Our firm has amassed a clutch of industry accolades over the years including Investment Adviser of the Year and Mortgage Adviser of the Year from the FT Adviser.

Worldwide Financial Planning's services include; Retirement Planning; Investment; ESG Sustainable Investing; Equity Release; Inheritance Tax; Mortgages; Protection; Long Term Care Planning and Business Finance.

Our firm consists of a senior management team, chartered financial planners, independent financial advisers, personal assistants and our administration team. We are a team of people who care, are kind, trustworthy, honest, reassuring and innovative. We put our clients' needs first and we treat our clients fairly. Our goal is to sustain, protect and grow clients' long term wealth.

Our CEO Peter McGahan contributes weekly personal finance columns which you can read on Cornwall Live, Business Live, Cornish Guardian, Cornishman and West Briton among others. Our firm is undergoing a rebrand currently (January 2022) so we are really looking forward to sharing that with everyone.

An editor of FT Investment Adviser once said: "It is the value of honesty, integrity and empathy which has given Worldwide Financial Planning the cutting edge over its competitors."

Worldwide Financial Planning, which provides whole of market advice and solutions to our clients across the UK, is regulated by the Financial Conduct Authority.

Highlights