Worldwide Financial Planning Ltd

• Principal Place of Business

  Heron House

  Newham Road

  Truro

  Cornwall

  TR1 2DP

  UNITED KINGDOM

  Phone

  +4401872222422

  Web

  https://www.wwfp.net

• Complaints Contact

  Heron House

  Newham Road

  Truro

  Cornwall

  TR1 2DP

  UNITED KINGDOM

  Phone

  +4401872222422

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

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  • · Limited to debt counselling excluding the administration of debt management plans In this limitation debt management plans are defined as: "a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders".

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Adrian Michael Lowe

  IRN AML00017

  • [FCA CF] Significant management (since 2 Oct 2023)
  • [FCA CF] Manager of certification employee (since 2 Oct 2023)
• Alan Edward Merredew

  IRN AEH00019

  • CF30 Customer (1 Nov 2007 to 25 Jan 2008)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
• Amanda Louise Giblin

  IRN AXG00243

  • [FCA CF] Functions requiring qualifications (10 Mar 2020 to 20 Aug 2021)
• Andrew Charles Stallard

  IRN ACS01188

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF22 Investment Adviser (Trainee) (30 Oct 2007 to 31 Oct 2007)
• Barry Frederick Newton

  IRN BFN00002

  • CF30 Customer (1 Nov 2007 to 10 Dec 2010)
  • CF21 Investment Adviser (1 Jan 2007 to 31 Oct 2007)
• Billy Czunys

  IRN BXC01566

  • [FCA CF] Functions requiring qualifications (10 Oct 2022 to 30 Sep 2023)
  • [FCA CF] Client dealing (10 Oct 2022 to 30 Sep 2023)
• Christopher John Rowe

  IRN CJR01154

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Jan 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jan 2026)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF22 Investment Adviser (Trainee) (4 Apr 2007 to 31 Oct 2007)
• Colin George Johnson

  IRN CGJ00001

  • CF30 Customer (1 Nov 2007 to 28 Aug 2008)
  • CF21 Investment Adviser (10 Jan 2006 to 31 Oct 2007)
• Darren McKeever

  IRN DXM00098

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
• David Albert Charles Larkins

  IRN DAL00007

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)

No changes recorded yet.