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:

Knowledgeable experienced advisers who are readily contactable.


David Foxwell, Twickenham

A client since 2002

I have worked with Globe over decades and have always valued the independent advice and pragmatic suggestions that have been offered in response to my needs. I am overall very happy with the services that I have received.


Peter Maple, Teddington

A client since 2000

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.


Paul Bird, Feltham

A client since 2019

I was introduced to Tom when I first started out in my career. As my situation and needs have changed Tom has tailored his advice, always willing to take the time to explain and meet with me face to face to discuss my needs. I have 100% trust and confidence that my interests are put first and wouldn’t hesitate to recommend Tom or his colleagues.


Ruth Beadle, Wandsworth

A client since 2008

For years I have enjoyed sound prudent insightful advice and guidance from Tom that has consistently kept me ahead of the market and my peers. Additionally, when needed, extra relevant and timely expertise has been delivered at huge value and speed. In a world where everybody promises, these guys stand head and shoulders amongst all the noise by delivering results and desired outcomes without fail.


James Beagrie, Liphook

A client since 2005

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
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.