Worldwide Financial Planning has, over the years built up a valuable source of information that can help you in making important decisions in conjunction with your adviser.

Whether you are a first time buyer looking for a mortgage or an experienced investor we can give you access to a whole range of tools, old articles, facts and figures.  Take advantage of this information before you speak with one of our advisers.  

To get full access and be able to view all of the resources we ask you to please Click Here and register once – we will email you your log on details once this is complete.

Registering your details means you will be able to log on any time and view the resources that are relevant to you and your needs.  We do not make this information available to anyone that comes on the site and want to share this with clients who are already working with WWFP and people that value the knowledge that we have created.  We do not share your details with any third parties and will only contact you on occasions with what we feel is relevant information. 

It’s easy to do but if you need any help please call us on 01872 222 422.

Posted

Volatility is Not the Enemy

By Peter McGahan

Categories Financial Planning, Investment

If we want no movement, no discomfort and no surprises, cash has a role. But if you want long-term growth which gives you buying power over inflation, volatility is simply part of the deal. It is the entry fee and the opportunity.

Posted

The myth of ‘natural’ income and how to take income

By Worldwide Financial Planning

Categories Financial Planning

There is a persistent idea in retirement planning that the sensible way to take income from investments is to live only on the dividends from shares and the interest from bonds, while never touching capital. It sounds prudent - like the sort of thing your grandfather may have nodded at over the newspaper.

Posted

The Return You Never See Leave

By Worldwide Financial Planning

Categories Financial Planning, Investment

I’ve watched people negotiate harder over a used car mat than they do over the charges inside a pension (or investment). It would be funny if it were not so expensive. In investment terms, unnecessary costs are like turning the heating up with broken windows.

Please log in to view this resource

Posted

Behavioural Traps in Investing

By Worldwide Financial Planning

Categories Financial Planning, Investment

I’ve yet to meet an investor who set out to buy high and sell low. But I’ve had plenty of readers here who nearly did exactly that between the irresponsible headlines and sleep. Behaviour, not spreadsheets, is where most investing outcomes are won or lost.

Please log in to view this resource

Posted

What to Do When Markets Fall

By Worldwide Financial Planning

Categories Business Finance, Financial Planning, Investment

The day the market falls is the day your phone suddenly thinks it's a newsroom. Every headline wants a gasp, and every ‘pundit’ wants you to believe this time is different. My Director of Investment and I know from all our years of this experience - it rarely is.

Please log in to view this resource

Posted

Iran - the Short, Medium and Long-term Impact

By Worldwide Financial Planning

Categories Business Finance, Financial Planning, Investment, Mortgage, Pension

Most wars hit economies through something far more boring than the dramatic headlines: plumbing. A pipe, a price, and a pause.

Please log in to view this resource

Want to read more?

To read more please click here.

Client Login