What business finance can we help you with?

Your business adviser is completely independent and part of the Worldwide Financial Planning team of independent financial advisers. This means they can draw on all the expertise around them for mortgages, tax advice, pensions, Self Invested Personal Pensions (SIPPs) and alternative finance.

As part of our solution we have professional working partnerships with other independent professional specialists for commercial financing, including grant funding, solicitors and accountants. Most businesses will have existing relationships with specialists they trust and deal with and it is important for a professional dialogue between our advisers and these other specialists to achieve the solutions your business requires. 

Dovetailing our advice with other professionals such as your solicitor or accountant will ensure you get the most effective solution to your commercial needs in a cost effective and tax efficient manner.

What can Worldwide’s advisers do for me?

Firstly, you will be appointed your own dedicated Business Adviser who will stay with you from enquiry through to the completion of the business solution required.

Your Independent adviser will listen to you in confidence and study your business, commercial and financial position. They will then design the most appropriate solution for your needs from all the options available. 

In many situations we are able to negotiate a better deal with your own bank. We do this by restructuring your financial planning situation and representing it back to your bank.

We will cover different methods of financing. 

For example;

Did you know you could use a part of your pension to purchase your commercial property?
Did you know you could receive tax relief on your residential mortgage if you structure it correctly?
An introduction of cash from your pension or residential property, or a loan against your investments could be just what’s needed.

We have in house staff that are qualified to Masters Degrees in Business with distinction (MBA). These specialists can be brought into any teams that advise you when it is appropriate.

It is the value of honesty, integrity and empathy which have given Worldwide Financial Planning the edge over other advisers
Editor FT adviser

What business finance can we help you with?

You will be allocated a dedicated financial adviser according to your needs. This ensures you receive the best advice in the most cost effective manner.

We offer independent advice on:

  1. Pension Planning for Directors
  2. Company Pension Schemes (Auto enrolment)
  3. Protection for your business and key personnel
  4. Cashflow.
  5. Factoring & Invoice discounting.
  6. Residential mortgages.
  7. SIPP property purchase.
  8. Asset based lending.
  9. Commercial finance for most purposes including hotels and pubs.
  10. Bridging loans.




We do not have a minimum or maximum case size so feel free to call.

Which lenders do you use?

We use whole of market SIPP providers, residential mortgage providers and commercial finance in the UK. In many situations our specialist advisers use niche providers or specialist advice partnerships.

‘Your home may be repossessed if you do not keep up repayments on your mortgage’

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