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

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

• David Andrew Hammond

  IRN DAH01188

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 10 Jul 2025)
  • SMF3 Executive Director (24 Oct 2025 to 20 Feb 2026)
• David George Mattos

  IRN DGM00041

  • CF30 Customer (1 Nov 2007 to 10 Dec 2012)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
• Deborah Jane Hale

  IRN DJH00103

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
• Derek James Oliver

  IRN DJO00017

  • CF30 Customer (1 Nov 2007 to 23 Dec 2011)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
• Dexter Lloyd Equagoo-Cockle

  IRN DLE01026

  • [FCA CF] Functions requiring qualifications (5 Feb 2020 to 22 Sep 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 22 Sep 2022)
• Donna Clare Hansen

  IRN DCH00021

  • CF30 Customer (1 Nov 2007 to 31 Jul 2017)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
• Douglas Jack William Steane

  IRN DJS00060

  • CF21 Investment Adviser (3 Jan 2006 to 29 Dec 2006)
• Gervais Malcolm Nurse

  IRN GMN00007

  • CF21 Investment Adviser (3 Jan 2006 to 30 Aug 2006)
• Grahame William Hinselwood

  IRN GWH00007

  • SMF17 Money Laundering Reporting Officer (MLRO) (12 Nov 2021 to 9 Dec 2022)
  • SMF16 Compliance Oversight (12 Nov 2021 to 9 Dec 2022)
  • Responsible for Insurance Distribution (24 Mar 2021 to 9 Dec 2022)
  • SMF3 Executive Director (24 Mar 2021 to 9 Dec 2022)
  • Responsibility for MCD Intermediation (24 Mar 2021 to 9 Dec 2022)
• JOHN POULTER

  IRN JXP02034

  • CF30 Customer (5 Oct 2013 to 27 Jun 2014)

No changes recorded yet.