FAQs

Yes. Globe IFA offers independent financial advice tailored to your individual circumstances, rather than tied to a particular product provider. The aim is to help you make clear, confident decisions about your money.

Yes. Globe IFA is authorised and regulated by the Financial Conduct Authority under registration number 186440, giving clients confidence that we operate within the UK regulatory framework for financial advice.

Yes. Meetings can be held either in person or by video call, depending on what works best for you. This gives you the flexibility to speak with a financial advisor in the way that feels most convenient.

Face-to-face meetings are held in our Twickenham office. The full address is Globe House, 1 Chertsey Road, St Margarets, Twickenham, Middlesex, TW1 1LR.

Yes, parking is available nearby. Meetings held after 12 noon can usually make use of free on-street parking, making visits to the office more convenient.

Globe IFA has been providing financial advice since 1994. Over that time, we have built long-standing relationships with clients who value experienced, personal and straightforward advice.

Globe IFA is based in Twickenham and is very conveniently situated on the A316. We work with clients locally and in surrounding areas, while also offering video meetings where appropriate.

Globe IFA has a Chartered advisor within the team. You can see more about the people behind our firm on Meet the team, which introduces the advisors clients work with.

Yes. On Client stories, Globe IFA shares a comprehensive range of client meeting reviews and first-hand experiences. These help prospective clients understand what it is like to work with us.

Globe IFA is long established, with very experienced financial advisors who take a friendly, personal and professional approach. Our focus is on understanding what clients want to achieve and guiding them with clear, straightforward advice.

Globe IFA’s FCA registration number is 186440. You can use the Financial Services Register to check the firm’s registration and authorisation.

Globe IFA works with clients across London and south-west London, including Richmond, Twickenham, Barnes, Putney and Kingston. We are based in Twickenham and conveniently located for clients across these areas.

Yes. Globe IFA has a specialist mortgage department that can help clients with mortgage advice. Our support for mortgage clients is designed to help people understand their options and move forward with confidence.

Yes. Globe IFA specialises in advising on equity release. We can help you understand whether it is appropriate for your circumstances and how it may fit into your wider later-life planning.

Yes. Globe IFA advises on personal pensions and can help you understand how your pension arrangements fit with your wider financial goals.

Yes. Globe IFA advises on occupational pensions. We can review your existing arrangements and help you understand the options available to you.

Yes. Globe IFA has more than 30 years’ experience helping clients take their pension tax-efficiently. We can help you consider how and when to draw on your pension in a way that supports your wider retirement plans.

Yes. As part of the advice process, Globe IFA takes into account clients’ preferences for ethical and sustainable investment. This helps ensure recommendations reflect both your financial goals and your personal values.

Yes. Globe IFA’s advisors have more than 30 years’ experience investing inheritances, legacies, lottery winnings and money from other legally obtained sources. We can help you decide how to use or invest the money in line with your goals.

Yes. Globe IFA specialises in setting up self-invested personal pension plans, commonly known as SIPPs. We can explain how a SIPP works and whether it may be suitable for your needs.

Yes. Globe IFA can advise on all types of pensions, including final salary and defined benefit pensions. We can help you understand your options and the considerations involved.

Yes. Through our Later life advice, we support clients with long-term care and later-life planning. Globe IFA holds specialist qualifications to advise in this area.

Yes. Globe IFA can advise on the ever-changing legislation around Inheritance Tax and estate planning. We can help you consider how your plans may affect your family and the legacy you want to leave.

Yes. Globe IFA advises on ISAs, which have become more complex over the years. An advisor can help you understand how ISAs may fit within your wider savings and investment plans.

Yes. Globe IFA advises on forms of protection such as life insurance, critical illness cover and income replacement. We can help you consider what protection may be appropriate for you and your family.

Yes. Globe IFA’s first meeting is without cost and without any obligation on the part of the client. This allows you to explore your priorities before deciding whether to proceed.

Globe IFA does not make a charge without the client’s agreement. First meetings are without cost, and any fees are discussed and agreed before work proceeds.

Globe IFA may charge fixed fees or a percentage, depending on what is agreed with you first. No work proceeds until the basis of the fee has been explained and agreed.

Generally, commission is paid on life assurance plans but not on investments. Globe IFA will explain how any arrangement works before you decide whether to proceed.

No. Globe IFA does not charge VAT on its advice fees.

As explained in Our approach to fees, Globe IFA agrees any charges with clients before proceeding. We have been in business for more than 30 years, which reflects the value clients place on our advice and service.

All investments arranged by Globe IFA are covered by the Financial Services Compensation Scheme. Your advisor can explain what this means for your arrangements when advice is given.

Globe IFA hopes this never happens, but if an issue is not resolved by us, you can contact the Financial Ombudsman Service. The Ombudsman can investigate your complaint if you remain dissatisfied with the response.

Globe IFA strongly protects client data. We treat personal information carefully and securely as part of our professional responsibilities to clients.

Yes. Globe IFA carries Professional Indemnity insurance, which supports our ability to provide regulated financial advice.

You can check Globe IFA’s FCA registration and authorisation using our registration number, 186440. The firm’s details are available through the Financial Services Register.

Yes. On Client stories, Globe IFA shares first-hand video reports from clients. These give prospective clients a clearer sense of our service and approach.

Globe IFA regularly asks clients to complete a satisfaction survey and acts on the results. This helps us understand how well we are supporting clients and where improvements can be made.

Yes. Globe IFA advisors feature strongly on VouchedFor. Through Why choose us?, you can also learn more about our Top Rated recognition.

Yes. Globe IFA uses cashflow modelling to help establish how much you are likely to need if you want to retire early. This can help you understand whether early retirement is realistic and what decisions may support it.

Yes. A large part of our work revolves around helping clients retire when they want to. We can help you understand your options and build a plan around the retirement you hope to achieve.

Globe IFA typically works with aspirational clients who want to build a better future for themselves and their families. Our advice is shaped around each client’s personal goals and circumstances.

Yes. For clients focused on building their wealth, Globe IFA believes the earlier you start financial planning, the sooner compound interest can begin working for you. We can help younger clients put sensible plans in place for the future.

Yes. Globe IFA helps clients across the whole of society, including company directors and self-employed people. We can support clients whose personal and business finances need to be considered together.

Yes. Later-life planning and retirement planning are a large element of what Globe IFA does. We work with clients who are approaching retirement as well as those who are already retired.

Yes. Globe IFA’s advisors have more than 30 years’ experience investing inheritances, legacies, lottery winnings and money from other legally obtained sources. We can help you decide how that money should be used, invested or preserved.

Yes. Having advised clients over many years, Globe IFA can help people who have sold, or are in the process of selling, a business. We can support decisions around how proceeds are used and how they fit into your wider plans.

Yes. During the difficult time after a bereavement, we use many years of experience to help clients avoid making the wrong choices. We can provide calm, practical guidance when financial decisions feel especially difficult.

Yes. Business owners, retirees and professionals form the bedrock of Globe IFA’s client base. We have long-standing experience helping clients with complex financial needs and important life decisions.

Yes. If you would like Globe IFA to manage your investments, you can authorise the transfer to Globe. An advisor can explain what this would involve and how it may fit with your wider financial plans.

You can book an initial meeting through Contact us or by calling Globe IFA directly. We will help arrange a convenient time to speak with an advisor.

No. Initial meetings are held without cost, so you can explore whether Globe IFA can help before deciding whether to take things further.

It is helpful to bring as much financial information as you have readily to hand. This allows the advisor to understand your current position and make the meeting as useful as possible.

The first meeting is a discovery meeting. It is designed to help you establish your priorities, understand what matters most to you and decide what support you may need.

First meetings generally last around one hour. This gives you enough time to discuss your priorities and ask any questions you may have.

No. The first meeting is about helping you discover your priorities and is without obligation to take things further. You can decide afterwards whether you would like Globe IFA to help.

If your matter is urgent, another advisor at Globe IFA can help. We have strength in depth, so clients are not left without support when their usual advisor is unavailable.

Globe IFA has planned annual contact with clients, as well as ad hoc meetings when needed. There is no restriction on the number of meetings you are allowed, so you can speak with your advisor when your circumstances or questions require it.

Yes. Globe IFA uses sophisticated cashflow modelling tools to help clients understand how their finances may look over time and how different decisions could affect their plans.

If your circumstances change, Globe IFA will review your situation to see whether your plans need to change too. This helps keep your advice aligned with your life, priorities and financial position.

Yes. Globe IFA welcomes working alongside your other professional advisors, including accountants and solicitors, where this helps support your wider financial planning.

Yes, with your permission. Globe IFA is happy to work with mortgage advisors and other professionals where information needs to be shared to support your advice or application.

In the unlikely event that your advisor leaves Globe IFA, we have strength in depth across a number of advisors. Another member of the team would be able to support you and continue helping with your plans.

Yes. You will be able to see the value of your investments online, giving you easy access to up-to-date information when you need it.

Yes. Globe IFA provides an online portal that allows clients to view their investments securely and conveniently.

You will be able to meet with your advisor as often as you wish. Globe IFA offers planned annual contact as well as additional meetings whenever your needs or circumstances require them.