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:
Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.
A client since 2019
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
Knowledgeable experienced advisers who are readily contactable.
A client since 2002
As myself and my wife approached retirement we found ourselves needing advice on the various company pensions and other investments we had accumulated over our working lives. Globe gave us a clear understanding of our investment choices and arranged our pensions in a more structured easier to manage format. We found them straightforward to deal with and would recommend to anyone looking for financial advice.
A client since 2019