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:

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

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.


Paul Bird, Feltham

A client since 2019

Globe IFA (via Andrew Connolly) has given sound reliable and well-researched advice over the many years he's been handling my family trusts.


Frank Robin Richard Jackson, Wimbledon/Corsham

A client since 2003

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.


Anthony Miles, Sutton

A client since 2001

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


P.T., Surrey

A client since 2019

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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