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

• Nicolas Brian McBreen

  IRN NBM00005

  • [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)
• Nicole Lisa Martin

  IRN NLM01006

  • [FCA CF] Client dealing (9 Dec 2019 to 19 Jan 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Jan 2024)
  • CF30 Customer (21 Oct 2014 to 8 Dec 2019)
• Pat Greene

  IRN PXG55302

  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 18 May 2022)
• Peter Damien Joseph Mcgahan

  IRN PDM00035

  • Responsibility for MCD Intermediation (since 7 May 2024)
  • Responsible for Insurance Distribution (since 7 May 2024)
  • SMF16 Compliance Oversight (since 7 May 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 7 May 2024)
  • SMF1 Chief Executive (since 23 Feb 2021)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (1 Oct 2018 to 24 Mar 2021)
  • Responsibility for MCD Intermediation (3 May 2018 to 24 Mar 2021)
  • Responsible for Insurance Mediation (3 May 2018 to 30 Sep 2018)
  • CF30 Customer (1 Nov 2007 to 30 Jun 2011)
  • CF8 Apportionment and Oversight (3 Jan 2006 to 31 Mar 2009)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
  • CF1 Director (3 Jan 2006 to 30 Jun 2011)
• Peter Jeffrey Cunio

  IRN PJC00019

  • 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] Manager of certification employee (since 9 Dec 2019)
  • [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)
• Peter John Meeson

  IRN PJM00005

  • 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] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (15 Mar 2013 to 8 Dec 2019)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
• Richard Groves

  IRN RXG00140

  • 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
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 5 Oct 2020)
  • [FCA CF] Client dealing (since 5 Oct 2020)
• Robert Charles Jackson Stancliffe

  IRN RCS01099

  • CF30 Customer (1 Nov 2007 to 21 Jan 2013)
  • CF21 Investment Adviser (17 Oct 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (3 Jan 2006 to 17 Oct 2006)
• Robert John Leycester Haymes

  IRN RJH00005

  • CF30 Customer (1 Nov 2007 to 31 Aug 2019)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
• Ronan Marrion

  IRN RXM71033

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Apr 2020)

No changes recorded yet.