Charity referral form

    What our clients say about us

    We value our clients’ opinions and want to ensure that we continue to support them to achieve their financial goals. Results from our client survey in June 2024 show that:

    I think that the remuneration you will receive is very reasonable indeed given the time, effort and thoughtfulness you have evidently put into considering all aspects of our problems.


    C.B., London

    A client since 2018

    I have relied on Dave Holland and John Pickles for sound advice on my changing financial circumstances for many years. They always take time to discuss and understand my current situation at any time. I couldn't be happier with my sense of financial security this relationship has provided me.


    Alan Johnson, London

    A client since 1999

    Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.


    P.T., Surrey

    A client since 2019

    Highly recommended: very efficient, easy to understand personal service without being overly complicated in a complex and sensitive subject.


    Martin Frederick Bramley, Wanborough Near Guildford

    A client since 1999

    Globe IFA (via Andrew Connolly) has given sound reliable and well-researched advice over the many years he's been handling my family trusts.


    Frank Robin Richard Jackson, Wimbledon/Corsham

    A client since 2003

    97.96%of clients say working with us has helped them to achieve their financial goals.

    98.89%of clients are satisfied with the quality of our review meetings.

    98.97%of clients would recommend us to friends, family or colleagues.

    Globe IFA
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.