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:
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
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.
A client since 2003
Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.
A client since 2019
We have been a client of Globe for many years and have always found the level of service and commitment exemplary.
A client since 2007
Globe IFA were recommended to me and I have since recommended Michael. He is friendly, knowledgeable, professional and his advice is clear to understand!
A client since 2018
