An investment in Knowledge pays the best interest
Worldwide Financial Planning is a whole of market independent financial adviser, providing expert advice on all aspects of financial planning. With a rich history and a strong reputation for delivering award-winning advice, you can trust that our team of experienced advisers will help you protect and maximise your personal wealth. Our areas of expertise include mortgages, inheritance tax, investment, equity release, long term care and pensions.
Financial Planning Solutions
At Worldwide Financial Planning, we understand that the journey to protecting and maximising personal wealth can be complex and often daunting. That is why we have built a team of independent advisers who specialise in providing expert advice and guidance on financial planning solutions. Whether you are a family, entrepreneur, professional, or executive, our advisers are committed to listening to your requirements and circumstances in detail, researching every option in the marketplace, and providing the very best solution for you.
Our financial planning solutions include investments, insurance, pensions, asset management, inheritance tax, mortgage solutions and Business and Corporate Solutions. Our advisers take a holistic approach, ensuring that all of your financial planning needs are met in a manner that best suits you.
Mortgage Solutions
When it comes to mortgage solutions, Worldwide Financial Planning has a long-standing reputation for providing valuable independent advice and guidance. We understand that the process of finding the right mortgage solution can be overwhelming and time-consuming. That is why we are dedicated to conducting comprehensive research on every available option in the marketplace to find the best mortgage solution for you. Our mortgage solutions include mortgages, remortgages, buy-to-let mortgages, commercial mortgages, home improvement loans.
Business and Corporate Solutions
At Worldwide Financial Planning, we understand that the needs of businesses and corporations can be unique and require specialist knowledge. Our Business and Corporate Solutions experts are dedicated to working with you from the beginning to the end of your enquiry. We have built relationships with a team of specialists for commercial mortgages, financing, grant funding, pension planning for directors, company pension schemes, and more. Our aim is to provide you with a comprehensive solution tailored to your unique business needs.
Our Commitment to You
Worldwide Financial Planning is proud of its values and integrity and has remained the same professional independent company that it has always been. Our commitment to putting our clients first is unwavering, and we strive to deliver the best solutions and advice at every turn.
We take pride in our reputation for expertise and honesty, and we look forward to the opportunity to help you with all of your financial planning needs. As a testament to our commitment to excellence, we have built a team of experienced professionals who are dedicated to continuing education and professional development. We also take pride in our Management & Support Team, who work together to ensure that our clients receive exceptional service at all times.
Service Quality Over Time
The reviews highlight a significant change in the service quality over time. Initially, the service was satisfactory, but it has been diminishing with each interaction. The most recent experience was particularly disappointing, with no response to repeated requests.
Positive Feedback
On the other hand, there is a positive review that stands out. The customer, Margo Connolly, had a very satisfactory experience with the service. She praises the professionalism, promptness, and the positive responsiveness of Richard Groves, who handled her mortgage application.
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