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.
Dementia UK
We’re raising money for Dementia UK through our Introduction Incentive Programme. We’ll make a £50 donation for each person our clients introduce to us, who then book an initial meeting. It doesn’t matter whether that’s a remote or a face-to-face meeting, and there’s no requirement for them to become a client.
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.
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.
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.
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 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 had the pleasure of having John Pickles as my advisor for the last 14 years. He has been a great support to me while setting up my investments after my divorce. I felt very comfortable and informed, thanks to John's patience, thorough explanations and reassuring friendliness. I am kept up to date with the progress of my investments, and trust that John will keep an eye as well, advising on changes if necessary. Over the years, John's presence and help has been invaluable.
A client since 2008
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.
A client since 2006
Thank you for your advice. With the benefit of hindsight, it was as good as we had hoped it to be.
A client since 2018
Thank you. I have recommended you to a couple of other friends.
A client since 2018