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:

Thank you. I have recommended you to a couple of other friends.


S.M., Twickenham

A client since 2018

I was introduced to Tom when I first started out in my career. As my situation and needs have changed Tom has tailored his advice, always willing to take the time to explain and meet with me face to face to discuss my needs. I have 100% trust and confidence that my interests are put first and wouldn’t hesitate to recommend Tom or his colleagues.


Ruth Beadle, Wandsworth

A client since 2008

Globe IFA were recommended to me and I have since recommended Michael. He is friendly, knowledgeable, professional and his advice is clear to understand!


Charlotte Wates, West London (Hanwell)

A client since 2018

I have relied on Dave Holland and John Pickles for sound advice on my changing financial circumstances for many years. They always take time to discuss and understand my current situation at any time. I couldn't be happier with my sense of financial security this relationship has provided me.


Alan Johnson, London

A client since 1999

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.