About Worldwide Financial Planning Ltd

“It is the value of honesty, integrity and empathy which have given Worldwide Financial Planning the edge" - FT Adviser Editor
FT award winning independent financial adviser, assisting you on all aspects of financial planning including protection, mortgages, inheritance tax, investment, equity release, long term care and retirement planning.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:
  • Income tax
  • Estate planning
  • Capital gains tax

  • 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

  • :
  • Long term care

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • 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