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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
34

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  • United Kingdom Of Great Britain And Northern Ireland
    33
  • Ireland
    1

North America
2

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  • United States Of America
    2

Worldwide Financial Planning's Leadership

  • Stylized image of a person
    P. M.
    Ceo
  • Stylized image of a person
    P. M.
    Owner
  • Stylized image of a person
    E. M.
    Communications Director
  • Stylized image of a person
    M. P.
    Investment Director
  • Stylized image of a person
    P. M.
    Managing Director
  • Stylized image of a person
    R. L.
    Compliance, Projects & Liaison Manager
  • Stylized image of a person
    N. B.
    Senior Associate
  • Stylized image of a person
    C. D.
    Financial Pa

Worldwide Financial Planning Employee Metrics

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

Contact profiles from Worldwide Financial Planning

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. T.
    Administrative Assistant
    United KingdomEngland
    Jul 07, 2026
  • Stylized image of a person
    C. L.
    Administrative Assistant
    UNITED KINGDOMCounty Fermanagh
    Oct 31, 2023
  • Stylized image of a person
    K. R.
    Personal Assistant
    United KingdomEngland
    Mar 25, 2026
  • Stylized image of a person
    M. D.
    Company Secretary
    UNITED KINGDOMCornwall
    Jun 27, 2025
  • Stylized image of a person
    M. H.
    Independent Financial Adviser
    United KingdomCornwall
    Apr 11, 2023
  • Stylized image of a person
    M. B.
    Accounts Clerk
    United KingdomCornwall
    Apr 22, 2024
  • Stylized image of a person
    P. C.
    Independent Financial Adviser
    UNITED KINGDOMCounty Fermanagh
    Oct 31, 2023
  • Stylized image of a person
    D. H.
    Independent Financial Adviser
    United KingdomPlymouth
    Mar 06, 2026
  • Stylized image of a person
    A. F.
    Ifa
    United KingdomEngland
    Mar 06, 2026
  • Stylized image of a person
    A. G.
    Mortgage Adviser
    United KingdomEngland
    Jul 07, 2026

Frequently Asked Questions

What is Worldwide Financial Planning known for?

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Worldwide Financial Planning was founded in 1998 operates in the Financial Services industry; you can contact the 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 . 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 35 employees as of July 2026. These team members are located across 2 continents, including EuropeNorth America.

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

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

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

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