Our approach to fees
We appreciate that you may have concerns about how much financial advice will cost. You may even wonder if paying for financial advice is worth it. So, when it comes to charging fees, this is what we promise to deliver:
No upfront cost to you
We will always bear the cost of the initial ‘discovery meeting’. This is where we can discover your ambitions and goals in life. Once we understand these, we can build a financial plan designed to help you achieve them. It’s also your opportunity to discover more about us before deciding whether we’re the right financial advisors for you.
Clear and transparent
Just like our approach to providing financial advice, our fees are explained in terms which are completely clear and easy to understand. We are happy to work on an hourly rate, or a flat fixed fee, or on a fee calculated as a percentage of the investment/pension plan on which we are giving advice – whichever is agreeable to you.
You’re in control
We won’t undertake any chargeable work until we’ve agreed the fee with you. There are no ‘surprise’ charges hidden in amongst lots of paperwork. This way, you can decide whether and when we give advice and/or when we implement any recommendations.
Value for money
We work hard to make sure that your investments perform so that you can achieve your financial goals. However, financial advice isn’t just about managing your investments. It’s also about giving you the peace of mind and security that comes with knowing that your wealth is in safe hands.
If you would like more information on how we charge for our services, please contact us
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:
For years I have enjoyed sound prudent insightful advice and guidance from Tom that has consistently kept me ahead of the market and my peers. Additionally, when needed, extra relevant and timely expertise has been delivered at huge value and speed. In a world where everybody promises, these guys stand head and shoulders amongst all the noise by delivering results and desired outcomes without fail.
A client since 2005
Knowledgeable experienced advisers who are readily contactable.
A client since 2002
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
For me Globe IFA is a trusted partner, always there to support with appropriate and timeous advice. Having a knowledgeable experienced team at Globe IFA is greatly reassuring for me in these troubled times.
A client since 2006