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Worldwide Financial Planning Limited

Address: 3 High Street, Thatcham, Newbury, Berkshire, RG19 3JG
Telephone: +44 (0845) 2309876
Fax: +44 (01635) 860001
E-mail: info@wwfp.net
Visit our Web Site: www.wwfp.net
Contact: Peter Mcgahan


General Information
Worldwide Financial Planning Limited provides Independent Financial Advice to both private and corporate clients throughout the South and Midlands, and has done successfully since 1996.
The company has 40 advisers covering investment, pension and mortgage advice areas.

In 2004 we were awarded by Financial Adviser (an FT group of Companies publication) IFA of The Year Award as well as New Investment IFA of The Year and Group Pensions IFA of The Year.

We have an ongoing commitment to both our private and corporate clients, ensuring that all of our advisers meet the stringent requirements set by the Financial Services Authority.

As Independent Financial Advisers, we are able to research the entire market with a view to providing our clients with individual research and analysis according to their specific needs and requirements.

Following a free initial consultation, our clients have the option of paying for services provided, either by way of commission, reduced commission with fees or fees only. For mortgages you can choose how we are paid. You can pay purely on a fee basis and we will not receive any commission from the lender. Should you choose this option then we will charge a fee of £750. Alternatively we can charge an upfront fee of £ 245 and we will also receive a fee from the lender in the form of a commission generally displayed as a percentage of the loan.

Areas of Advice PERSONAL PLANNING
  • Family Protection
  • Investment & Portfolio Planning
  • Retirement Planning
  • Annuities
  • Inheritance Tax Planning
  • Long Term Care
  • Mortgages
    Your home may be repossessed if you do not keep up repayments on your mortgage

CORPORATE PLANNING
  • Business Protection
  • Retirement Planning
  • Employee Benefits


Worldwide Financial Planning Limited is an appointed representative of Sesame Ltd.


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