Asking the right questions and giving honest, objective advice is the key to success according to Cornish company Worldwide Financial Planning.
And they should know – since setting up nine years ago, the firm of Independent Financial Advisors has had not a single compliance complaint made against them.
According to the Financial Services Authority (FSA), an individual IFA should expect to receive around two complaints a year.
With a team of over 23 IFAs, Worldwide hopes to continue its excellent track record.
Worldwide’s managing director Peter McGahan says his firm’s success with clients is down to scientific, filtered and correct thinking.
“It’s about asking the right questions to help people achieve the best possible outcome that is of most benefit to them,” he said.
“We really get to know our clients and look objectively at the situation. If that means advising them against a product which we feel isn’t right for them, then so be it, even if it means losing business ourselves.”
The news comes during another fantastic year for Worldwide. In May, the firm scooped four first prizes at the national Financial Advisor Awards.
Peter added: “This has been a great year for us, but I know we’re successful because of the hard work and dedication of our team.”
For more information on Worldwide Financial Planning please contact them on
0800 0112825 or visit www.wwfp.net.