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 (via Andrew Connolly) has given sound reliable and well-researched advice over the many years he's been handling my family trusts.

Frank Robin Richard Jackson, Wimbledon/Corsham

A client since 2003

Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.

P.T., Surrey

A client since 2019

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.

Peter Maple, Teddington

A client since 2000

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

Garry Haywood is someone I can trust to advise on my financial affairs and his expertise provides real comfort.

David Judge, Tunbridge Wells

A client since 1999

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.