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 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).
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.
A client since 2018
Always had excellent service from Tom Fawcett and very quick to respond to any query often anticipating any query, usually just after the statements are sent out, and sends me an email beforehand pointing out any problems or not.
A client since 2001
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.
A client since 1999
Garry Haywood is someone I can trust to advise on my financial affairs and his expertise provides real comfort.
A client since 1999