Worldwide Financial Planning logo

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

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    33
  • Ireland
    1

North America
2

Minus sign iconPlus sign icon
  • 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
    P. M.
    Ceo
    United KingdomEngland
    Apr 16, 2026
  • Stylized image of a person
    P. M.
    Owner
    UNITED KINGDOMCornwall
    Nov 15, 2023
  • Stylized image of a person
    E. M.
    Communications Director
    United KingdomNorthern Ireland
    Jun 30, 2026
  • Stylized image of a person
    M. P.
    Investment Director
    United KingdomEngland
    Jun 26, 2026
  • Stylized image of a person
    P. M.
    Managing Director
    United KingdomPlymouth
    Nov 15, 2023
  • Stylized image of a person
    R. L.
    Compliance, Projects & Liaison Manager
    United Kingdom
    Mar 06, 2026
  • Stylized image of a person
    N. B.
    Senior Associate
    United KingdomEngland
    Jun 25, 2026
  • Stylized image of a person
    C. D.
    Financial Pa
    United KingdomEngland
    Mar 06, 2026
  • Stylized image of a person
    C. L.
    Senior Administrator
    BermudaSouthampton
    May 29, 2026
  • Stylized image of a person
    N. M.
    Independent Financial Adviser Diploma In Regulated Financial Planning
    United KingdomEngland
    Jun 28, 2026

Frequently Asked Questions

What is Worldwide Financial Planning known for?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.