Your financial needs will change throughout your life and at different stages. Our independent advisors specialise in helping people who are:
Building your wealth
If you’re coming up to the age when you want to retire, it’s essential that you have everything in place to achieve the retirement you want.Read more
In active retirement
It’s never too late to start financial planning; even if you’re already retired.Read more
In later life
We can help you to achieve financial security in later life, addressing concerns such as how to pay for care.Read more
For US citizens who have been employed in the UK, or have a green card, we specialise in helping you to comply with US tax regulations.Read more
Whether you’re making your first step onto the property ladder, looking to move or buy a property to rent, our specialist advisors can help.Read more
We can help to ensure that your business plays a part in your retirement planning. We can also help employers who want to provide employee benefits.Read more
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 August 2019 show that:
I have been a client of Globe IFA since I retired 7 years ago, and my wife also became a client about 4 years ago. We have been impressed with Globe's analysis of our financial and tax positions and their investment advice and recommendations, which have always been tailor-made for our specific circumstances (and have produced good returns over the years).
A client since 2012
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 had the pleasure of having John Pickles as my advisor for the last 14 years. He has been a great support to me while setting up my investments after my divorce. I felt very comfortable and informed, thanks to John's patience, thorough explanations and reassuring friendliness. I am kept up to date with the progress of my investments, and trust that John will keep an eye as well, advising on changes if necessary. Over the years, John's presence and help has been invaluable.
A client since 2008
Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.
A client since 2019
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
98%of clients say working with us has helped them to achieve their financial goals.
98%of clients are satisfied with the quality of our review meetings.
96%of clients would recommend us to friends, family or colleagues.
We know that our clients value our friendly, straightforward approach to providing financial advice. But don’t take our word for it! In the following videos, our clients share their experiences of working with us and explain how we’ve helped them to achieve their financial goals.
Clive Harper: A retired business ownerDecember 12, 2019
I've been a client of Globe since 1996. When I got made redundant I started my own consultancy business and I needed some advice on pensions, life assurance and all the things that you need if you're not gainfully employed. The good thing is John's been able to address both my business requirements with the consultancy work and also my personal requirements with pensions, life insurance and that sort of thing.
The good thing I’ve found with dealing with John and Globe over the years is that they are very open. John particularly is a very open, very honest, likeable person. And so every investment we’ve ever done, every change of circumstances we’ve ever had, I’ve always had a lot of confidence in the fact that we were doing the right thing.
Elizabeth Morton: Planning for retirementDecember 12, 2019
We'd been quite busy. My husband's an actor. He'd been working pretty much non-stop. I was working as a writer, but I had two children, so it was really juggling our careers. But we really weren't taking much care of our finances. We have a brilliant accountant, but the finances were something that we needed advice on.
We just needed to be a bit more sensible about how we manage our money and how we go forward into the future. I was nervous, but that's why we wanted to go with someone in our community. I think that that's quite important to us. So John and David have been fantastic, partly because they seemed to know when not to be intrusive in terms of managing our lives, but just feel like a steady hand in the background.
Jeremy and Jan Chadwick: Business ownersDecember 12, 2019
We’ve been with Globe for 20-21 years and over those years there are a number of things that they’ve got involved in. Originally it was looking into a mis-sold pension that had happened in a former life. Garry resolved that and actually got us money back. We set up a SIPP and that’s been key to moving everything forward.
We really feel, because we’ve known them for so long, they understand where we’re coming from; they know what will benefit us and how it will benefit us, and we trust them to do that. Working with Globe, I always feel extremely reassured that we’re talking to right people; they’re very knowledgeable and very responsive as well. You feel that they’ve got your back.
Joan Ball: Advising parents in later lifeDecember 12, 2019
I’ve been with Globe and known Tom since 1999. Tom helped my parents and especially when they died he helped me sort out a lot of financial issues there. Tom has helped me immensely in all aspects of my financial life.
Anything that I’ve had a query with I just email and I get an answer. That’s the confidence that I love. My future is secure. I’ve got the confidence and reassurance, and along with that, the honesty and integrity that I find is very important.
John Riley: Equity release adviceDecember 12, 2019
I first started working with Globe in January/February of 2019. The financial problem that we had as a family is that we've got a very large Victorian house, and therefore we would have problems with inheritance tax. And so to try and limit this as much as possible, through meeting Globe and James Male, I decided then to go into equity release.
James, and Globe as an operation, are streets ahead of the competition, which I saw previously. James' advice really has helped and taken a lot of pressure off my daughters. Working with Globe and James the last eight months really has just proved that there are professionals out there. Globe know what they're all talking about and make you feel at ease.
Peter Maple: Advice throughout the decadesDecember 12, 2019
I’ve been working with Globe for some decades. I’ve worked with Garry for a very long time but I’ve always found the support from other members of staff; be it specific advice in particular areas such as mortgages, or replacement mortgages, and certainly the back-office support I think is excellent.
The sorts of problems that Globe have helped me with have been the full range of individual and family finances from mortgages and life assurance through investments and even estate planning and help will-writing and getting all the detail right.
Our clients value our professional advice, delivered in a friendly, relaxed and straightforward manner. With empathy and integrity, we focus on guiding our clients to achieve their financial goals both now and in the future.
Meet the team
Established in 1994 by Garry Haywood, Globe Independent Financial Advisors (Globe)
has flourished into a firm of highly qualified independent financial advisors. Across the team, we have over 200 years’ experience of the financial services profession.