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:
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
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
My experience with Globe Financial (and Tom Fawcett in particular) has been nothing short of excellent. I have known Tom for over 30 years and his advice, guidance and humour has made dealing with Globe a real pleasure. I would recommend the company - and Tom in particular - to anyone.
A client since 2003
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.
A client since 2000
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.