Our community activities

We’re a small team, but we do what we can to support those charities and community groups which are important to us. Here are a few examples of what we’ve done in recent years.

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Mitchemp Trust

Two teams from Globe took part in the Invesco Perpetual Highland Adventure Race, involving mountain biking for 35 miles, followed by canoeing for 9 miles, then climbing Ben Nevis the following day. Together, Globe’s two teams raised over £12,000 for the Mitchemp Trust, which helps disadvantaged kids who are struggling.

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Help for Heroes

John Pickles from Globe was one of over 300 challengers to take part in a cycling challenge through France. The 300-mile trip started in Senneville-sur-Fécamp and ended at Dunkirk. The funds raised by kind donations from colleagues, clients, product providers, family and friends was over £7,400.

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The Russell School

We’ve helped The Russell School to successfully apply for two grants from Aviva. The money has been used to build an outdoor play beach and tree fort, providing fantastic learning resources for the children. The next project will be to put a canopy over the facilities so that the children can use it in all weathers.

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Annual Thames Draw Off

This event is jointly hosted by Be Richmond and Environment Trust. With lock gates left open for maintenance, the river through Richmond empties at low tide, giving an opportunity to clear rubbish from the riverbed. Three members of the team were delighted to help in the clean-up event in 2019 and look forward to next year.

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 a good many years I have counted on Globe to give me sound financial advice, which has been effected in an efficient and friendly manner.


Sir Christopher John White, London NW1

A client since 1998

Globe IFA has advised us through several major financial decisions, including home-buying, remortgaging, self-employment and planning for our family's financial security. They have always offered us sound advice, and we know we can trust them to help us make the right decisions.


Lance Concannon, Worcester Park

A client since 2006

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.


Robert Stuart Briggs, Dorset

A client since 1999

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

Highly recommended: very efficient, easy to understand personal service without being overly complicated in a complex and sensitive subject.


Martin Frederick Bramley, Wanborough Near Guildford

A client since 1999

97.96%of clients say working with us has helped them to achieve their financial goals.

98.89%of clients are satisfied with the quality of our review meetings.

98.97%of clients would recommend us to friends, family or colleagues.

Globe IFA
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