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.
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.
A client since 1999
Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.
A client since 2019
Highly recommended: very efficient, easy to understand personal service without being overly complicated in a complex and sensitive subject.
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.
A client since 2003