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.  

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TECH STOCKS’ REVENUE GROWTH KEEPS UP WITH INVESTOR EXPECTATIONS

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

With two notable exceptions, all the tech companies delivering stock market updates this week have exceeded already ambitious revenue growth forecasts. This has been true not only among mega‑cap names such as Apple and Meta, but also across many second‑tier US tech firms.

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Money Lessons From the Wisdom of Your Grandparent’s Purse

By Worldwide Financial Planning

Categories Financial Planning

You can tell a lot about a person by how they carry their purse. My grandmothers' was worn, always clean, contained enough cash for the day (and an emergency), a few boiled sweets, and a steel clasp which shut with purpose. That purse taught me more about money than any financial seminar ever could.

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MARKETS STEADY BUT EUROPEAN LEADERS APPEAR WRONG-FOOTED BY TRUMP’S DAVOS ADDRESS

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

This week Donald Trump’s belligerent attitude towards Greenland rattled equity and bond markets and sent the dollar lower before his U-turn on
using military force saw markets reverse course.

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Posted

Saving is emotional, not just financial: The hidden psychology of planning

By Worldwide Financial Planning

Categories Financial Planning

For 38 years, I’ve advised people to fill the holes in their leaky buckets instead of rushing around trying to keep filling the bucket full of water, the metaphor being money and banks.

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BOND MARKETS SEEM CALM AS TRUMP ADMINISTRATION STEPS UP EFFORTS TO CONTROL US FED

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

Trump’s short-term agenda raises clear risks for the US. Recent Chinese trade data show the potential for unintended long term consequences. China’s trade surplus widened in 2025 not despite US trade restrictions, but because of them, as it sought alternative markets.

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Posted

How to set financial resolutions which actually stick

By Worldwide Financial Planning

Categories Financial Planning

Why do most resolutions fail? Well, the goals themselves aren’t bad - “save more,” “clear debt,” “stick to a budget.” But they’re too vague. Cold. Disconnected from the human behind them and rejected by the subconscious as a non-instruction. It’s like deciding to run a marathon without knowing why you want to run it. You’ll feel that at mile three both physically and psychologically.

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