Worldwide Financial Planning

Pat Greene

Location Northern Ireland

Categories Mortgage

Pat Greene is Worldwide Financial Planning’s Mortgage Director and was appointed to our firm in 2022 – an appointment which came about due to a significant rise in demands for mortgages.

Pat covers all mortgage enquiries from the length and breadth of the UK and his experience, his contacts, his ability to write business, his customer relations, and, very importantly, his values, perfectly positioned him for this role.

Prior to joining us, Pat was working with a financial planning firm where his focus was providing mortgage and protection advice to customers.

Prior to working with there, Pat was a mortgage adviser with the Bank of Ireland working across local branches generating his own clients and well as bank referrals. He was a very prominent member of the mortgage team and was also the face and voice of the Bank of Ireland NI Mortgage Campaign.

Prior to the Bank of Ireland, he worked as a savings and investment adviser and customer lending adviser with Ulster Bank. In his role as customer adviser he was responsible for generating new business across all product lines – lending, savings, pension planning, income protection, life cover and long term investments.

He has also worked for First Active, Northern Bank and the Alliance & Leicester Mortgage Centre.

If you are looking for a mortgage please contact Pat directly.

Richard Groves
BA (Hons) DipPFS Cert CII (MP)

Location Southampton

Categories Business Finance, Financial Planning, Inheritance Tax, Investment, Life Insurance Advice, Mortgage, Pension

Richard joined Worldwide’s Southampton Office prompted by his ambition to have a vocation dedicated to helping others.

Before qualifying as an Independent Financial Adviser, he had spent 12 years within the construction industry undertaking project management, quantity surveying and estimating on a variety of developments across the South of England.

Outside of work, Richard is a dedicated husband and father of two. Together they appreciate family time playing in the garden, walking in the New Forest and along the beach, but ultimately ending in a good pub lunch.

Richard places importance on feeling healthy, taking regular exercise and relishing activities such as running, skiing, scuba diving and recovering by watching sport.

Peter Cunio
DipPFS

Location Southampton

Categories Business Finance, Financial Planning, Inheritance Tax, Investment, Long Term Care, Life Insurance Advice, Mortgage, Pension

Independent Financial Adviser Peter Cunio has been providing financial advice for over 20 years.

In all that time he has worked for just two companies. He specialises in investments, pension planning and retirement options and school fees planning.

Effective financial planning, he believes, goes hand in hand with good long-term relationships with clients.

He lives in Southampton with his wife and two children. Peter’s interests include golf and scuba diving.

Chris Rowe
Chartered Financial Planner

Location Truro

Categories Financial Planning, Inheritance Tax, Investment, Life Insurance Advice, Pension

Chris is an independent financial adviser specialising in wealth management and inheritance tax planning.

Many of Chris’ clients are in the later stages of their working lives or have already retired.

Chris helps them to generate income or growth from their investment funds and reduce potential tax liabilities.

Chris leads our investment committee and has a keen interest in using technology to help drive the business and our research capabilities forward.

Chris has previously been awarded the Scottish Widows ‘IFA Newcomer’ award back in 2010 and also finished as a runner up in the FT Awards new adviser category in the same year.

Outside of work, Chris enjoys spending time with his Wife Melanie and his new baby, Millie, walking their black Labrador puppy Winston and taking in trips around the world whenever possible.

A keen sportsman, Chris enjoys watching his beloved Liverpool football club and tries to play a bit himself too.

An avid motor racing fan, Chris was also part of the Oxford Brookes karting team during his time at University.

Darren McKeever
DipPFS

Location Northern Ireland

Categories Business Finance, Financial Planning, Inheritance Tax, Investment, Life Insurance Advice, Mortgage, Pension

Independent Financial Adviser Darren McKeever has been in financial services since 1998. He specialises in investments, pensions, Inheritance Tax, and protection. He is based in County Fermanagh, Northern Ireland and looks after Worldwide’s clients all over Northern Ireland.

Darren describes himself as someone who is always willing to help, and enjoys the challenge presented by the fact that all clients’ circumstances are unique and this involves tailoring their financial planning accordingly.

Darren comes from a large family and is married and enjoys all sports, but golf and football are sports he particularly enjoys in his free time.

At present, he is also contributing articles for the Irish News and is studying for further qualifications.

Peter Meeson
DipPFS

Location Truro

Categories Business Finance, Inheritance Tax, Investment, Life Insurance Advice, Pension

Peter Meeson is one of the longest-serving IFA's at Worldwide since 1999 and advises corporate and high net worth clients.

He is married with three children and lives in Cornwall. An ex-Rugby player himself, Peter supports the Cornish Pirates rugby team and advises the players.

His interest in rugby and his children keep him busy along with the many other activities he enjoys.

Dave Larkins
DipIFS

Location Somerset

Categories Business Finance, Inheritance Tax, Investment, Life Insurance Advice, Pension

Dave joined Worldwide at the end of 1999, and still advises some clients going back to the early 1980’s when he became an adviser.

Dave has a wide range of clients including individuals with over £1,000,000 of investments,
advising medium-sized businesses on their group pensions,
and helping clients meet their individual savings and protection needs.

Dave has 2 teenage daughters, enjoys walking and outdoor activities, and on occasions can be found playing his guitar and singing at local Open-mics.

Andrew Stallard
Chartered Financial Planner

Location Truro

Categories Business Finance, Financial Planning, Inheritance Tax, Investment, Long Term Care, Life Insurance Advice, Pension, Company pension

Andrew Stallard is an Independent Financial Adviser who specialises in investment including income generation, ISAs and pensions.

He has given lectures and seminars on finance for clients including Cornwall Council, the TUC, Tresco Estate and the University of Plymouth.

As well as advising individual clients on financial planning and wealth management he does a lot of corporate work, latterly setting up pension schemes so companies can comply with the new auto enrolment legislation.

Andrew and his family keep chickens, grow some of their own food and enjoy life in the Cornish countryside.

In his free time, Andrew has many leisure pursuits and activities. Some of these include regular theatre visits, tennis, kayaking, running and coastal walking usually with his two Italian Spinone dogs.

Andrew is passionate about education and believes in lifelong learning.

Andrew shares Worldwide’s belief in financial inclusion and is passionate about giving clients both individual and corporate, the information and tools to make rational decisions about the increasingly complex financial choices facing people today.