Our job as independent financial advisers is to make your money work for you. We grow, preserve and manage your wealth through strategic financial planning. We are caring people, with our own families, children and grandchildren and we care about our clients and their families’ financial security in the same way we care for our own families.

Our Mortgage Director Pat Greene deals specifically with Mortgages and Equity Release. Pat will dedicate time with you to make sure you understand Equity Release so you can make a safe and secure decision you are in control of.

Choosing where you go for advice is so important. If you use a company which just offers Equity Release, it’s more than likely they will not be able to advise you on other things which you may need to consider: accessing your pension in the best manner, the impact on inheritance tax of your equity release, and any other trusts or plans that may be affected, and of course the impact on your cash flow and potential benefits. We are a team of independent financial advisers specialising in Retirement Planning, Investments, Equity Release, Inheritance Tax, Mortgages, Protection and Long Term Care. Our independent financial advisers can check the whole of the market to assess the best plans with the least pitfalls. You are in safe hands with Worldwide Financial Planning.

We are privileged to help our customers. For all Equity Release enquiries, email our Mortgage Director Pat Greene on  [email protected].