Worldwide Financial Planning is a leading firm of Independent Financial Advisers based in Truro. Matt Higham from Worldwide provides advice for you each monday at 11.30 on Radio Scilly.
If you need advice on Investment, Mortgages, Pensions, your Business or any aspect of financial planning World Wide Financial Planning are here to help.
Worldwide
Financial Planning, our business awards sponsor and the provider of the
financial phone in scored highest in a weekly challenge run by the Financial
Times’ FT Adviser website.
The
mystery shopper contacted four financial advice firms in Cornwall and in the
subsequent report found Worldwide’s adviser gave the best advice and support.
“It’s
only after the report was published that we knew that we had been part of the
mystery shopper campaign,” said Matt Higham.
“The
Ft contacted us stating that he’d been left £15,000 as inheritance and wanted
to know how he could invest it in the current market.
“We
explained how we work as a company and discussed the circumstances over the
phone, but stated that it’s best to meet face-to-face with an adviser, like us,
to get the best possible outcome.”
The
final verdict from the mystery shopper found Worldwide to be “really
professional. They were friendly, calmly spoken and easy to talk to. The
adviser was by-the-book and the shopper could tell he would be given sound,
high quality advice.”
Worldwide’s
managing director, Peter McGahan, said: “It
was pleasing to come out on top of the report.
“But
the pleasing thing for me was how well the mystery shopper thought that
wehandled the enquiry.
“As
a company we work hard with our advisers to ensure that they are consistently
giving the best advice and support to our customers.
“It
was also great that we scored five out of five for the quality of our website –
www.wwfp.net.
“It’s
a very important tool for us and as well as providing valuable information to
visitors, it has also helped to bring a great deal of business into the
southwest.”
For
more information on Worldwide Financial Planning please contact Peter McGahan
on 01208 816667 or visit www.wwfp.net.
You can listen to Matt's advice any time right here!
What's Happening to UK Banks? Here's Matt's Expert Opinion
Matt Talks about Reducing Personal Debt
Matt's Advice on the Euro's Changing Exchange Rate
Listen to Matt's advice on Inheritance Tax
Advice from Matt on Capital Gains Tax
Worldwide Financial Planning also provide us with useful documents and resources to help you
Stressed Over Buying a House?
Is it Time to Invest in Commercial Property?
Quantitative Easing
Constipated Cash
The Financial Ombudsman Issues Details of its Complaints for the First Time
Bank Shares Facing a New Pressure?
Tracker funds? So how do they add value?
What is the cost of investing money?
The Bottom for the UK housing market?
Structured Products Revisited
For advice and appointments call 0845 230 9876
