Business Details
Trusted Independent Financial Advisers in Truro
Worldwide Financial Planning stands as one of the UK's leading firms of independent financial advisers, dedicated to delivering comprehensive financial solutions tailored to individual client needs. With a proven track record of excellence, we have earned prestigious accolades including Investment Adviser of the Year 2014 and multiple FT awards, underscoring our commitment to expertise and client-centric service. Our team of dedicated independent financial advisers specialises in mortgages, inheritance tax, investment strategies, pensions, and long-term care, ensuring a holistic approach to financial planning. We prioritise active listening to understand clients' unique circumstances, followed by rigorous market research to identify optimal solutions. As an authorised and regulated entity by the Financial Conduct Authority (reference 440668), we uphold the highest standards of integrity and transparency.Our fee structure guarantees no charges unless tangible value is delivered, reflecting our confidence in our ability to meet client expectations. With over two decades of experience and a team cultivated internally, we maintain independence from external ownership, ensuring our advice remains impartial and focused solely on client interests. Client testimonials consistently highlight our reliability, knowledge, and exceptional service, reinforcing our position as a trusted partner in financial planning. We combine technical expertise with a personal touch, ensuring clients receive both strategic guidance and empathetic support throughout their financial journey. Our dedication to continuous review and adaptation ensures that financial plans evolve alongside clients' changing needs, providing lasting security and peace of mind.
Services
Financial Planning
Mortgage Solutions
Business and Corporate Solutions
Investment Advice
Pension Planning
Inheritance Tax Strategies
Equity Release
Asset Management
Highlights and features
- We are FCA-authorised and have received 16 FT awards over 4 years
- Our dedicated advisers provide whole-of-market financial solutions
- We guarantee no fees unless we deliver tangible value
- Our team has grown internally with over 20 years of combined experience
- We maintain independence from external ownership to prioritise client interests
Associations and certifications
- Financial Conduct Authority
What people say
Award-winning service
Exceptional expertise
Transparent advice
Reliable support
Client-centric approach
Services
Financial Planning
Our financial planning service creates tailored strategies to protect and grow personal wealth through comprehensive analysis of your financial situation. We specialise in long-term investment planning, tax efficiency, and retirement preparation while maintaining FCA-regulated standards. With dedicated advisers and whole-of-market research capabilities, we ensure solutions align perfectly with individual client goals and risk profiles.
Mortgage Solutions
We provide independent mortgage advice covering residential, buy-to-let, and commercial property financing options across the entire market. Our specialists help clients secure competitive rates while explaining potential risks including repossession if repayments fail. From first-time purchases to complex commercial mortgages, our FCA-authorised advisers ensure transparent, suitable recommendations aligned with individual circumstances.
Business and Corporate Solutions
Our corporate solutions team delivers strategic financial planning for businesses including pension schemes, director remuneration, and commercial financing. We collaborate with accountants and legal professionals to provide comprehensive advice on business protection and growth strategies. With FCA regulation and market-leading expertise, we ensure solutions maximise commercial opportunities while maintaining compliance with regulatory standards.
Questions
What financial services do you offer?
We provide comprehensive financial planning, mortgage advice, business solutions, investment management, pensions, and inheritance tax planning across the UK market.
Are you regulated by the Financial Conduct Authority?
Yes, we are FCA-authorised under reference 440668 and maintain full compliance with regulatory standards.
Do you charge fees for your financial advice?
Our fee guarantee ensures no charges apply unless we deliver tangible value through our advice and solutions.
How do you tailor financial plans to individual needs?
We conduct detailed consultations to understand your circumstances before creating customised strategies with ongoing review processes.
Can you help with business financial planning?
Yes, our corporate solutions include pension schemes, director remuneration planning, and commercial financing with specialist team collaboration.
What makes your financial advice different?
We combine FCA regulation, 16 FT awards, and internal team expertise with a commitment to independent, client-focused solutions.
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Reviews (1)
Margo Connolly
Mar 05, 2021
Report
Cant say enough good things about this service. Needed a mortgage quite quickly due to circumstances. Richard Groves handled it all professionally and promptly and this included having to change my mortgage company half way through due to an issue with my solicitor. So worth it. Always helps if they're a nice guy, and he is. Thank you.
