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:
Thank you so much Michael, this is all such a help. Great to have clarity.
A client since 2020
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.
A client since 2010
Globe IFA were recommended to me and I have since recommended Michael. He is friendly, knowledgeable, professional and his advice is clear to understand!
A client since 2018
We have been a client of Globe for many years and have always found the level of service and commitment exemplary.
A client since 2007
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