Worldwide Financial Planning Ltd
Heron House
Newham Road
Truro
TR1 2DP
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.
No matter what your requirements or circumstances are, your independent financial adviser will listen to you in confidence and in detail. Your adviser will then research every option in the marketplace to find the very best solution for you.
We will help you with all your financial planning needs, providing you with award-winning independent advice. We are proud of our values and integrity and to be the same professional independent company we have always been.
Authorised and regulated by the Financial Conduct Authority. Worldwide Financial Planning is entered on the Financial Services Register under reference 440668.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.