Sector: Finance

April 19 Brand Journalism In the Press

James Barclay, left, Simon Funge, centre, with chairman of Worldwide Financial Planning Peter McGahan, right. wwfp47

Worldwide Financial Planning Appoints New Managing Director

WORLDWIDE Financial Planning has appointed a new Managing Director and new Compliance and Head of Risk in a drive to take the firm to the next step in becoming a market leader in independent financial advice.

The firm of independent financial advisers, which has offices in Truro, Southampton and Northern Ireland, will be headed by Simon Funge, previous Head of Financial Planning at Wesleyan where he managed a team of 300 specialist financial advisers. READ MORE:

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December 13 In the Press

Tom Verner, Managing Director of The Momentum Group based in Bangor, R&D specialists

There’s a pot of HMRC gold and businesses need to be dipping into says R&D specialist

Tom Verner, the Managing Director of The Momentum Group based in Bangor, is a specialist in identifying R&D activities and expenditure.

He and his team at The Momentum Group specialise in raising the bottom line for innovative and forward-thinking businesses. They do this by delivering enhanced R&D tax credit claims and/or helping clients to introduce new, innovative corporate strategies. Here’s Tom’s analysis of the Chancellor’s R&D Autumn announcement.

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November 9 Comment In the Press

Worldwide Financial Planning's Peter McGahan on a post election analysis

Worldwide Financial Planning’s Peter McGahan with his post election analysis

Some might say the dust is far from settling. Some might say the storm is just starting to gather momentum.

Peter McGahan, owner of Worldwide Financial Planning, which has offices in Fermanagh, Truro and Southampton, looks back at the last 24 hours and analyses what has happened and what does this mean. Donald J Trump has been elected by the American people to be the 45th president and not too many people are happy about it. Here’s what Peter has to say:

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November 8 In the Press

Peter McGahan of Worldwide Financial Planning looks at the impact of the US elections on jobs and money

Peter McGahan examines the impact the US election will have on jobs and money!

Peter McGahan is the owner of independent advisor company, Worldwide Financial Planning. Here, Peter takes a look at the impact of the US elections globally.

As the owner of the independent financial adviser firm, which has offices in Kesh, Truro and Southampton, Peter looks at the impact of the markets globally, challenges thoughts on both candidates and reflects on what these elections will mean for you and I. We’ll have to see what tomorrow brings. Here’s Peter’s view:

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