About Worldwide Financial Planning Ltd

“It is the value of honesty, integrity and empathy which have given Worldwide Financial Planning the edge" - FT Business Editor
FT award winning independent financial adviser, assisting you on all aspects of financial planning, including retirement planning, mortgages, inheritance tax, investment, equity release, long term care and protection.Our sixteen FT awards show our dedication to ensuring outstanding advice.When you call, we’ll appoint you with your own personal independent financial adviser, to find out how we can help you.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • Right to buy
  • High loan to value
  • Commercial for individuals
  • Self employed
  • Self build
  • Flexible

  • Find the best price for your project, click on a trade to get started