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:
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
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
We have worked with Globe IFA for 20 years and value their personal care for our financial wellbeing & proactive work on our behalf.
A client since 1999
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
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