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:
Highly recommended: very efficient, easy to understand personal service without being overly complicated in a complex and sensitive subject.
A client since 1999
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.
A client since 2006
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
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.
A client since 2000
I think that the remuneration you will receive is very reasonable indeed given the time, effort and thoughtfulness you have evidently put into considering all aspects of our problems.
A client since 2018