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 August 2019 show that:

Working with my IFA at Globe has certainly developed my understanding of many aspects of investment, whether that be the complicated "rules" around pensions or the strategies available for protection of my other investments against Inheritance Tax. I now actually feel safe that I am getting the best advice for my needs and not the benefit of the investment industry.


Neale Brooks, Reading

A client since 2010

Thank you. I have recommended you to a couple of other friends.


S.M., Twickenham

A client since 2018

Financial advice from Globe IFA has made us feel confident about our pension and other financial affairs. We have been able to completely trust our adviser to give sound and timely advice, both proactively and in response to our questions. Definitely a safe pair of hands. Angie and Brian Willman.


Angela Willman, Richmond

A client since 2015

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

I have relied on Dave Holland and John Pickles for sound advice on my changing financial circumstances for many years. They always take time to discuss and understand my current situation at any time. I couldn't be happier with my sense of financial security this relationship has provided me.


Alan Johnson, London

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.