About us
Independent, qualified and highly experienced
We’re a firm of highly qualified independent financial advisors who share over 200 years’ experience of working in the financial services profession. With an office in Twickenham, we mainly advise clients from South West London and the Home Counties.
Your trusted guide on life’s journey
We’re here to guide you on your unique financial journey. We do this by getting to know what you want from life and by understanding the finances needed to achieve those goals. With that, we design a roadmap that anticipates the inevitable twists and turns along the way.
We only ever advise clients to do what we would do if we were in their situation. We offer thoughtful, tailored advice to suit your individual needs and circumstances using plain, straightforward English.
Life rarely sticks to the straight and narrow, so we aim to stay by your side to review and refine your plan, making sure it stays relevant and keeps your finances on track.
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:
We have been with Globe now for more than 20 years, starting with AVC's, building up and ISA portfolio and finally now managing our pension arrangements. In every case, they have taken great care in ensuring that our attitude to risk was carefully managed and this has been reflected in the performance of our investments. Their very professional approach to the complex issues involved means that we would have no hesitation in recommending them to any new potential investors.
A client since 1999
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
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
Financial advice from Globe IFA has made us feel confident about our pension and other financial affairs. We have been able to completely trust our adviser to give sound and timely advice, both proactively and in response to our questions. Definitely a safe pair of hands. Angie and Brian Willman.
A client since 2015
As myself and my wife approached retirement we found ourselves needing advice on the various company pensions and other investments we had accumulated over our working lives. Globe gave us a clear understanding of our investment choices and arranged our pensions in a more structured easier to manage format. We found them straightforward to deal with and would recommend to anyone looking for financial advice.
A client since 2019