Worldwide Financial Planning is a member of the Equity Release Council 

By Eleanor McGillie

January 5, 2023

THE Equity Release Council, the industry body for the UK equity release sector, representing providers, qualified financial advisers, solicitors and intermediaries, has announced that Worldwide Financial Planning is a new member of the council.

The Equity Release Council represents the equity release sector and promotes high standards of conduct and practice in the provision of, and advice on, equity release which have consumer safeguards at its heart.

In addition to Worldwide’s membership, Pat Greene, Worldwide’s Mortgage Director, also has his CeRER qualification which empowers him to also advise on equity release.

What this means for customers is that when they engage with Worldwide Financial Planning, they are engaging with a company which is committed to the principles of the membership with the Council. This means, Worldwide will;

•    ensure its actions promote public confidence in equity release
•    act, at all times, in utmost good faith, with the best interests of customers being paramount, by treating customers fairly in all of its actions
•    ensure conflicts of interest are identified swiftly and managed fairly
•    deliver suitable outcomes for customers from initial sale through every point of contact during the life of the product.

Pat Greene, Worldwide’s Mortgage Director, said: “Standards are high at Worldwide Financial Planning and we continuously aim higher with everything we do so to be a member of the Equity Release Council is further affirmation for our customers that their needs come first and we will always treat customers fairly.

“Many people, over 55, qualify for equity release because it’s a way in which they can release money from their property for home improvements, to pay for medical costs, to pay off personal loan debts, for making adaptations to their home to cater for mobility or to improve living standards. These are the most common ways in which people use the equity released from their homes. 

“The homeowner can draw a lump sum or regular smaller sums from the value of their home, while remaining in their home. I help people understand the steps involved and will talk people through the different options available to them, the effects this may have on state benefits, tax and what your obligations are.

“We are delighted to offer customers that added peace of mind that we are a member of the Equity Release Council which commits us to adhering to a very stringent Statement of Principles.”

To contact Pat Greene about mortgages or equity release, please email or call 07548924631.



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Worldwide Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority(FRN: 440668) 'The FCA does not regulate Credit Cards, Will Writing and some forms of mortgage and Inheritance Tax Planning.' Information given is for general guidance only, and specific advice should be taken before acting on any suggestions made. All information is based on our understanding of current tax practices, which are subject to change.
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