Charity referral form

Always had excellent service from Tom Fawcett and very quick to respond to any query often anticipating any query, usually just after the statements are sent out, and sends me an email beforehand pointing out any problems or not.

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.

Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.

I have had the pleasure of having John Pickles as my advisor for the last 14 years. He has been a great support to me while setting up my investments after my divorce. I felt very comfortable and informed, thanks to John's patience, thorough explanations and reassuring friendliness. I am kept up to date with the progress of my investments, and trust that John will keep an eye as well, advising on changes if necessary. Over the years, John's presence and help has been invaluable.

Globe IFA were recommended to me and I have since recommended Michael. He is friendly, knowledgeable, professional and his advice is clear to understand!