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.

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Overpaying on insurance?

By Worldwide Financial Planning

Categories Financial Planning, Life Insurance Advice

Whether it’s decision paralysis, overwhelm, avoidance of negative thoughts, or instant gratification elsewhere, procrastination has its many feeders. Talking about life insurance must be done at some point and the sooner the better and in reality - as well as miserably - the best time is now.

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CHINESE MARKETS RIDE THE WAVE OF GOVERNMENT STIMULUS

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

China currently struggles with high youth unemployment, weak domestic consumer demand and a property market gummed up by developers who are unable to sell completed properties or finish existing developments amid falling prices and low confidence from potential buyers.

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Posted

Painting by investment numbers

By Worldwide Financial Planning

Categories Financial Planning, Investment

In the financial world for investment and pension funds, there are a few ratings agencies who analyse funds you might invest into. The aim is to come up with the easy marketing tool to show you who the ‘Magnificent Seven’, or ‘Nifty Fifty’ are, so you can make a quick decision.

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BONDS UNMOVED BY A LARGER FED RATE CUT BUT EQUITIES APPEAR MORE POSITIVE

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

In the UK, the decision by the Bank of England to keep rates unchanged was no surprise. More interesting was the big decline in consumer confidence and the decline in sentiment has erased all the steady improvement seen this year.

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Posted

Borrowing to repay Inheritance Tax

By Worldwide Financial Planning

Categories Financial Planning, Inheritance Tax

When inheritance tax is due, it must be paid within six months of death. After that, interest is charged. If that sounds draconian, and not overly ‘nice’, given that you are dealing with many emotionally charged issues after a death, you would be right. But it’s how it is.

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