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:
Garry Haywood is someone I can trust to advise on my financial affairs and his expertise provides real comfort.
A client since 1999
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
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
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
Thank you. I have recommended you to a couple of other friends.
A client since 2018
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.