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 August 2019 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
For a good many years I have counted on Globe to give me sound financial advice, which has been effected in an efficient and friendly manner.
A client since 1998
Globe IFA (via Andrew Connolly) has given sound reliable and well-researched advice over the many years he's been handling my family trusts.
A client since 2003
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
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
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.