Client stories

Clive Harper: A retired business owner

I've been a client of Globe since 1996. When I got made redundant, I started my own consultancy business and I needed some advice on pensions, life assurance and all the things that you need if you're not gainfully employed.

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Elizabeth Morton: Planning for retirement

We'd been quite busy. My husband's an actor. He'd been working pretty much non-stop. I was working as a writer, but I had two children, so it was really juggling our careers. But we really weren't taking much care of our finances.

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Jeremy and Jan Chadwick: Business owners

We’ve been with Globe for 20-21 years and over those years there are a number of things that they’ve got involved in. We really feel, because we’ve known them for so long, they understand where we’re coming from.

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Joan Ball: Advising parents in later life

I’ve been with Globe and known Tom since 1999. Tom helped my parents and especially when they died he helped me sort out a lot of financial issues there. Tom has helped me immensely in all aspects of my financial life.

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John Riley: Equity release advice

I first started working with Globe in January/February of 2019. The financial problem that we had as a family is that we've got a very large Victorian house, and therefore we would have problems with inheritance tax.

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Peter Maple: Advice throughout the decades

The sorts of problems that Globe have helped me with have been the full range of individual and family finances from mortgages and life assurance through investments and even estate planning.

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What’s the best thing about working with Globe?

We are friendly, knowledgeable, likeable, easy to talk to. We take the time, we make you feel safe, we make you feel at ease and we've got your back. These are just some of the best things about working with Globe, according to our clients.

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Would you recommend Globe?

For our breadth and depth of advice, for our 'no-pressure' approach, our personal touch and the confidence that we inspire in our clients. These are just some of the reasons why our clients say that they would recommend us to others.

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