About you

Our clients value our professional advice, delivered in a friendly, relaxed and straightforward manner. With empathy and integrity, we focus on guiding our clients to achieve their financial goals both now and in the future.

We understand that your financial needs will change throughout your life and at different stages. That’s why our independent advisors specialise in helping the people who are:

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:

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

I have been a client of Globe IFA since I retired 7 years ago, and my wife also became a client about 4 years ago. We have been impressed with Globe's analysis of our financial and tax positions and their investment advice and recommendations, which have always been tailor-made for our specific circumstances (and have produced good returns over the years).


Graham Thomas Dent, Now Eastbourne (was Thames Ditton)

A client since 2012

Thank you for your advice. With the benefit of hindsight, it was as good as we had hoped it to be.


T.P., Oxfordshire

A client since 2018

For me Globe IFA is a trusted partner, always there to support with appropriate and timeous advice. Having a knowledgeable experienced team at Globe IFA is greatly reassuring for me in these troubled times.


Andrew Nicholson, Accountant, Molesey

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

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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