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

• Roy Arthur Loader

  IRN RAL00016

  • CF30 Customer (1 Nov 2007 to 29 Dec 2010)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
• Simon Alistair Funge

  IRN SAF01045

  • SMF3 Executive Director (9 Dec 2019 to 30 Oct 2020)
  • CF1 Director (12 Jul 2018 to 8 Dec 2019)
• Stephen John Jennings

  IRN SJJ01073

  • CF21 Investment Adviser (3 Jan 2006 to 16 Oct 2006)
• Trevor Jenkins

  IRN TXJ00002

  • CF30 Customer (1 Nov 2007 to 12 Jun 2009)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
• William Angus Finlayson

  IRN WAF00003

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

No changes recorded yet.