What our clients say about us

We value our clients’ opinions and want to ensure that we continue to support them to achieve their financial goals. Results from our client survey in June 2024 show that:

I have been a client of Globe IFA since I retired 7 years ago, and my wife also became a client about 4 years ago. We have been impressed with Globe's analysis of our financial and tax positions and their investment advice and recommendations, which have always been tailor-made for our specific circumstances (and have produced good returns over the years).


Graham Thomas Dent, Now Eastbourne (was Thames Ditton)

A client since 2012

I was introduced to Tom when I first started out in my career. As my situation and needs have changed Tom has tailored his advice, always willing to take the time to explain and meet with me face to face to discuss my needs. I have 100% trust and confidence that my interests are put first and wouldn’t hesitate to recommend Tom or his colleagues.


Ruth Beadle, Wandsworth

A client since 2008

Highly recommended: very efficient, easy to understand personal service without being overly complicated in a complex and sensitive subject.


Martin Frederick Bramley, Wanborough Near Guildford

A client since 1999

Thank you. I have recommended you to a couple of other friends.


S.M., Twickenham

A client since 2018

We have been with Globe now for more than 20 years, starting with AVC's, building up and ISA portfolio and finally now managing our pension arrangements. In every case, they have taken great care in ensuring that our attitude to risk was carefully managed and this has been reflected in the performance of our investments. Their very professional approach to the complex issues involved means that we would have no hesitation in recommending them to any new potential investors.


Robert Stuart Briggs, Dorset

A client since 1999

97.96%of clients say working with us has helped them to achieve their financial goals.

98.89%of clients are satisfied with the quality of our review meetings.

98.97%of clients would recommend us to friends, family or colleagues.

Globe IFA
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