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 August 2019 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.


James Beagrie, Liphook

A client since 2005

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.


Neale Brooks, Reading

A client since 2010

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.


Paul Bird, Feltham

A client since 2019

Knowledgeable experienced advisers who are readily contactable.


David Foxwell, Twickenham

A client since 2002

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.


David Robinson, Horsham

A client since 2003

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.