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:

I have no hesitation in recommending Globe IFA. They guided us through the SIPP process many years ago, and have continued to help map out our financial journey ever since - something that we’d have never managed alone and that has shaped our financial future.


Jeremy Chadwick, Teddington

A client since 2000

We have worked with Globe IFA for 20 years and value their personal care for our financial wellbeing & proactive work on our behalf.


Margaret Coldiron, London

A client since 1999

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


P.T., Surrey

A client since 2019

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

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

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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