Worldwide Financial Planning
Worldwide Financial Planning is a firm of independent financial advisers in the UK, offering financial planning services. They provide advice on various aspects of financial management, including mortgages, investments, and pensions.
- Pensions
- Insurance
- Investments
- Asset Management
- Mortgage Solutions
- Commercial Mortgages
- Inheritance Tax Planning
- Financial Planning Solutions
- Business and Corporate Solutions
Locations
Digital Popularity
Popularity over time
Competitors
Grant Payne Financial Solutions is a trusted provider of financial advice, guiding clients through the complexities of mortgages, pensions, investments, insurance, and corporate financial planning.
Truly Independent Ltd is a firm of experienced Independent Financial Advisers providing bespoke financial planning services.
Castlegate Financial Management is a well-established independent financial advisory business that has achieved chartered status.
Suttons IFA is a leading independent financial advice firm based in Sale, Manchester, specialising in face-to-face financial planning and wealth management.
Company Details
Worldwide Financial Planning is operated by World Wide Financial Planning Limited and is a Active company incorporated on 24 March 1998 with the registered office located in Truro, Cornwall. World Wide Financial Planning Limited was registered 27 years ago.
Status
Active
Size
Micro
Directors
2
Age
27 years old
Employees
14
Turnover
Unreported
Total Assets
£650.34K
Cash in Bank
£324.93K
Total Liabilities
-£257.2K
Teams
24
14
13
9
1
Mortgage Director • Joined May 2022
Investment Director • Joined Oct 2022
Compliance, Projects & Liaison Manager • Joined Oct 2023
Administrator
Administrator
Senior Administrator • Joined Jun 2004
Senior Associate • Joined Jan 2014
Senior Consultant
Administrative Assistant
Administrative Assistant • Joined Sep 2015
Mortgage Advisor • Joined May 2022
Investment Director • Joined Oct 2022
Compliance, Projects & Liaison Manager • Joined Oct 2023
Senior Administrator • Joined Jun 2004
Senior Associate • Joined Jan 2014
Senior Consultant
Independent Financial Adviser
Independent Financial Adviser • Joined Mar 2002
Independent Financial Adviser • Joined Feb 2004
Senior Advisor • Joined Feb 1999
Administrator
Administrator
Senior Administrator • Joined Jun 2004
Administrative Assistant
Administrative Assistant • Joined Sep 2015
Administrative Assistant
PA
Personal Assisstant • Joined Feb 2022
Financial PA • Joined Sep 2022
Investment Director • Joined Oct 2022
Senior Associate • Joined Jan 2014
IFA • Joined Sep 2000
Independent Financial Adviser
Mortgage Advisor • Joined May 2022
IFA
IFA • Joined Jan 2000
Independent Financial Adviser • Joined Mar 2002
Independent Financial Adviser • Joined Feb 2004
IFA • Joined Mar 1999
Independent Financial Adviser Diploma In Regulated Financial Planning • Joined Sep 2000
View 24 members