Clive: 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. The good thing is John's been able to address both my business requirements with the consultancy work and also my personal requirements with pensions, life insurance and that sort of thing.
The good thing I’ve found with dealing with John and Globe over the years is that they are very open. John particularly is a very open, very honest, likeable person. And so every investment we’ve ever done, every change of circumstances we’ve ever had, I’ve always had a lot of confidence in the fact that we were doing the right thing.
Transcript
Well, 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. The good thing is John’s been able to address both my business requirements with the consultancy work and also my personal requirements with pensions, life insurance and that sort of thing.
John’s been with me through thick and thin and there’s been some very challenging times. Unfortunately, in 2016, I had a heart attack, which meant that I was able to actually take early retirement rather than return to work. I decided that although it was a bit earlier than I planned and the fund wasn’t quite as much as I’d hoped for, I was able to take early retirement and start a very tax-efficient drawdown from that fund. And that’s really thanks to the way Globe have helped me over the years.
The good thing I’ve found with dealing with John and Globe over the years is that they are very open. John particularly is a very open, very honest, likeable person. And so every investment we’ve ever done, every change of circumstances we’ve ever had, I’ve always had a lot of confidence in the fact that we were doing the right thing.
John always explains things very well; not being a financial person myself, I need it in words of one syllable; in layman’s terms. And John’s very good at explaining that. So from a financial point of view, I felt I knew exactly where I was. I knew exactly what I couldn’t do, and what I could expect from the investments. That’s because of the information John has given me over the years.
If I didn’t have Globe as my financial advisors at the moment, I certainly would be looking for an organisation like Globe to form a partnership with. I’ve noticed over the years in the financial world, there’s a lot of hard sell; you don’t get any of that with Globe. I’ve absolutely no reason to think I would want to go anywhere else other than work with Globe. It’s as simple as that, really.
The best thing about working with John is that he’s a very likeable person, very easy to talk to. We have a similar sense of humour. He takes a pretty dry subject, because let’s face it, financial investment is fairly dry and we always seem to have a bit of fun with it as well. We get on very well and I do enjoy working with him. I’ve got complete confidence in John and Globe and the backup at Globe. I really have no hesitation in recommending them to other people. I’ve recommended other people to John in the past and will continue to do so.
