Holbrook Wealth clients
For clients of Holbrook Wealth Management
It has always been the intention at Holbrook Wealth Management for their clients to have access to an unparalleled level of expertise and service. They have therefore decided to enter into an exciting partnership with Globe Independent Financial Advisers for the future benefit of clients.
What does this mean for you?
To ensure that you can continue to receive the same standard of service that you have come to expect, Holbrook Wealth Management have selected Globe Independent Financial Advisors (Globe) as their wealth management partner. Globe is available to provide independent, expert financial advice.
Why Globe?
Globe is a firm of qualified, independent financial advisors who share over 200 years’ experience of working in the financial services profession. With offices based in Twickenham, we advise clients across the UK.
Our clients value our professional advice, delivered in a friendly, relaxed and straightforward manner. With empathy and integrity, we focus on guiding our clients to achieve their financial goals, both now and in the future.
A recent survey of our clients found that:
- 98% said that working with Globe has or will help them to achieve their financial goals.
- 98% are satisfied with the quality of their review meetings.
- 9 out of 10 clients would recommend Globe to friends, family or colleagues.
With our experienced team of advisers, there will invariably be someone who specialises in the particular aspect of financial advice that you need.
For more information on why clients choose to work with Globe, please visit our ‘Why choose us?’ page by clicking here.
If you would like to meet one of our financial advisors for a ‘discovery’ meeting at our expense, please contact us.
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 August 2019 show that:
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.
A client since 2001
Knowledgeable experienced advisers who are readily contactable.
A client since 2002
Working with my IFA at Globe has certainly developed my understanding of many aspects of investment, whether that be the complicated "rules" around pensions or the strategies available for protection of my other investments against Inheritance Tax. I now actually feel safe that I am getting the best advice for my needs and not the benefit of the investment industry.
A client since 2010
Thank you for your advice. With the benefit of hindsight, it was as good as we had hoped it to be.
A client since 2018
Highly recommended: very efficient, easy to understand personal service without being overly complicated in a complex and sensitive subject.
A client since 1999
