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Worldwide Financial Planning Employee Directory

Financial ServicesEngland, United Kingdom11-50 Employees

Worldwide Financial Planning is a financial services firm that operates as an independent financial adviser, addressing a broad spectrum of financial needs including mortgages, investment planning, pensions, inheritance tax, long-term care, and commercial finance. Its core service is offering whole-of-market research to identify suitable solutions for clients, with a focus on listening to individual circumstances and delivering independent guidance. The firm serves individuals seeking comprehensive, impartial financial planning and emphasizes values such as integrity and professional independence. Based in Truro, Cornwall, it operates under the regulatory framework of the Financial Conduct Authority and positions itself within the UK advisory market as a local, independent advisor. The company describes itself as providing award-winning independent advice and maintains a presence on the UK financial services register, indicating a formal, regulated advisory operation.

Find Worldwide Financial Planning employees' phone numbers or email addresses

Worldwide Financial Planning Global Highlights

Location
Employees

Europe
37

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  • United Kingdom Of Great Britain And Northern Ireland
    36
  • Ireland
    1

North America
2

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  • United States Of America
    2

Worldwide Financial Planning's Leadership

  • Ceo at Worldwide Financial Planning
    P. M.
    Ceo
  • Managing Director at Worldwide Financial Planning
    P. M.
    Managing Director
  • Owner at Worldwide Financial Planning
    P. M.
    Owner
  • Communications Director at Worldwide Financial Planning
    E. M.
    Communications Director
  • Investment Director at Worldwide Financial Planning
    M. P.
    Investment Director
  • Compliance, Projects & Liaison Manager at Worldwide Financial Planning
    R. L.
    Compliance, Projects & Liaison Manager
  • Senior Associate at Worldwide Financial Planning
    N. B.
    Senior Associate
  • Senior Administrator at Worldwide Financial Planning
    C. L.
    Senior Administrator

Worldwide Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Branding
  • Other

Contact profiles from Worldwide Financial Planning

Name
Title
Contact
Location
Last Update
  • Ceo at Worldwide Financial Planning
    P. M.
    Ceo
    United Kingdom, England
    Apr 16, 2026
  • Managing Director at Worldwide Financial Planning
    P. M.
    Managing Director
    United Kingdom, Plymouth
    Nov 15, 2023
  • Owner at Worldwide Financial Planning
    P. M.
    Owner
    UNITED KINGDOM, Cornwall
    Nov 15, 2023
  • Communications Director at Worldwide Financial Planning
    E. M.
    Communications Director
    United Kingdom, Northern Ireland
    Aug 31, 2026
  • Investment Director at Worldwide Financial Planning
    M. P.
    Investment Director
    United Kingdom, England
    Aug 30, 2026
  • Compliance, Projects & Liaison Manager at Worldwide Financial Planning
    R. L.
    Compliance, Projects & Liaison Manager
    United Kingdom
    Sep 10, 2026
  • Senior Associate at Worldwide Financial Planning
    N. B.
    Senior Associate
    United Kingdom, England
    Jun 25, 2026
  • Senior Administrator at Worldwide Financial Planning
    C. L.
    Senior Administrator
    Bermuda, Southampton
    May 29, 2026
  • Senior Consultant at Worldwide Financial Planning
    R. H.
    Senior Consultant
    United Kingdom, England
    Sep 01, 2026
  • Independent Financial Adviser Diploma In Regulated Financial Planning at Worldwide Financial Planning
    N. M.
    Independent Financial Adviser Diploma In Regulated Financial Planning
    United Kingdom, England
    Jun 28, 2026

Frequently Asked Questions

What is Worldwide Financial Planning known for?

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Worldwide Financial Planning was founded in 1998 and operates in the Financial Services industry. You can contact Worldwide Financial Planning's main corporate office by phone at . Explore Worldwide Financial Planning's company overview page for more information.

What is Worldwide Financial Planning's most common email format?

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Worldwide Financial Planning employees' email format typically follows the pattern of FLast@wwfp.net. Trying to find reliable and up-to-date employee contact data? Find more Worldwide Financial Planning email formats with LeadIQ.

How many employees does Worldwide Financial Planning have currently?

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Worldwide Financial Planning has approximately 33 employees as of August 2026. These team members are located across 2 continents, including Europe and North America.

Who are Worldwide Financial Planning's key employees and leadership?

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As of August 2026, Worldwide Financial Planning's key employees include:

  • Ceo: P. M.
  • Managing Director: P. M.
  • Owner: P. M.
  • Communications Director: E. M.
  • Investment Director: M. P.

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