Peter: Advice throughout the decades

I’ve been working with Globe for some decades. I’ve worked with Garry for a very long time but I’ve always found the support from other members of staff; be it specific advice in particular areas such as mortgages, or replacement mortgages, and certainly the back-office support I think is excellent.

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 and help will-writing and getting all the detail right.

I think getting the detail right is really quite important in building confidence in the individuals involved and the competence of the company to ensure that the best outcomes are going to be seen as a result of the decisions made.

I think Globe compare very favourably with other financial services organisations in that they spend time with their clients, it seems to me. My experiences have been that I get a very thoughtful response. There is some significant discussion about what I and my family require from the particular set of investments or advice or services, that might be as a consequence of a particular set of circumstances. So I think it is, back to what I said earlier, it’s an eye for the detail and understanding of the bigger picture.

I think for me the best thing about working with Globe is confidence. That if I present some concerns I have, they will go away and come back, only when they’ve understood what it is I think I want and think around the situation. It’s one of those circumstances when I’m teaching; I always get people to reflect upon the issue that they’re trying to describe. And I think that’s one of Globe’s strengths; is in getting you to reflect on what you think you want and what you actually need. I think it’s their expertise in being able to take the time to do that, that makes them outstanding in the services that they provide.

I would recommend Globe whole-heartedly, for the breadth and depth of advice that they can provide; the understanding, as I’ve talked about, that they will provide; and the confidence that they build.