Globe IFA team update

Category: News

At Globe IFA we pride ourselves on our expert knowledge and diligence, using our decades of combined experience to help you achieve your financial goals.

One way we do this is by recommending protection products we believe in. If you are thinking about putting protection in place, we can help you decide the right products for you. Remember, we have seen the difference they can make, first-hand.

This month we have looked at three important reasons why you need protection in place now. You might also take a look at our articles on Critical Illness cover: What it is and why you need it and Building financial protection into your long-term plans, the latter of which contains a case study demonstrating how our in-depth fact finds led to a payout of over £80,000.

For more client case studies, read our blog to find out how our in-depth fact-finds led to life-changing critical illness payouts.

Our advisors make a real difference

A recent client review for our mortgage advisor, James, highlights the work and care we put into managing the finances of all our clients:

“James has been absolutely amazing and diligent. If it weren’t for him, I would have lost out on a life insurance claim that I was unaware I could make.

“Both Mandy and James have been extremely helpful, fast, and efficient in a re-mortgage for me and the whole experience has been one of the least stressful processes I have gone through. I would highly recommend them both.”

This exemplifies the work we do here at Globe IFA. It also shows the difference collaborating with an advisor can make, highlighting, in this case, a claim that would have gone unmade without our intervention.

If you think you could benefit from professional advice, get in touch with us now.

Globe IFA can help with estate planning too

Independent advisor Tom has also seen the difference long-term financial advice and planning has made to one of his clients this month.

Working with a financial advisor, just once, can help your finances. But working regularly with the same advisor, building a relationship over many years, can be extremely beneficial.

Tom worked with the same client over many years, increasing their wealth by 600% during that time, while also managing their estate to ensure there was no massive IHT liability left behind.

Despite the client having a large house and estate, Tom was able to make a huge difference to their estate planning, leaving little Inheritance Tax to pay.

Tom’s client sadly passed away recently, but their teamwork over the years made a real difference, giving Tom’s client’s family one less thing to worry about at a sad and difficult time.

Get in touch

If you are worried about protecting your family against the unexpected, or the assets you will pass on to the next generation, get in touch. Please email or call us on 020 8891 0711.

Please note

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Your pension income could also be affected by the interest rates at the time you take your benefits. Levels, bases of, and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor.

The Financial Conduct Authority does not regulate estate planning, tax planning or will writing.