Independent financial advisors helping clients in Twickenham, Richmond and beyond

Trusted by our clients
for over 20 years

Friendly, personal and professional financial advice

About you

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.

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In active retirement

It’s never too late to start financial planning; even if you’re already retired.

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In later life

We can help you to achieve financial security in later life, addressing concerns such as how to pay for care.

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US citizens

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.

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Mortgagers

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.

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Business owners

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.

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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:

Working with my IFA at Globe has certainly developed my understanding of many aspects of investment, whether that be the complicated "rules" around pensions or the strategies available for protection of my other investments against Inheritance Tax. I now actually feel safe that I am getting the best advice for my needs and not the benefit of the investment industry.


Neale Brooks, Reading

A client since 2010

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

Thank you. I have recommended you to a couple of other friends.


S.M., Twickenham

A client since 2018

We have worked with Globe IFA for 20 years and value their personal care for our financial wellbeing & proactive work on our behalf.


Margaret Coldiron, London

A client since 1999

I have worked with Globe over decades and have always valued the independent advice and pragmatic suggestions that have been offered in response to my needs. I am overall very happy with the services that I have received.


Peter Maple, Teddington

A client since 2000

Globe Independent Financial Advisors Ltd profile

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.

Client stories

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 owner

December 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.

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Elizabeth Morton: Planning for retirement

December 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.

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Jeremy and Jan Chadwick: Business owners

December 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.

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Joan Ball: Advising parents in later life

December 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.

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John Riley: Equity release advice

December 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.

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Peter Maple: Advice throughout the decades

December 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.

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About us

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.

Garry Haywood

Managing Director

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John Pickles

Director and Independent Financial Advisor

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Tom Fawcett

Director and Independent Financial Advisor

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Andrew Connolly

Chartered Financial Planner

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James Male

Mortgage Advisor

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Mandy Palmer Wilson

Mortgage Advisor

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David Holland

Independent Financial Advisor

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Michael Blosse

Independent Financial Advisor

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Rachel Connolly

Trainee Advisor

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Jane Hilsum

Office Manager

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Laura Duffy

Administrator

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