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 June 2024 show that:
I think that the remuneration you will receive is very reasonable indeed given the time, effort and thoughtfulness you have evidently put into considering all aspects of our problems.
A client since 2018
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.
A client since 2019
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).
A client since 2012
Globe IFA were recommended to me and I have since recommended Michael. He is friendly, knowledgeable, professional and his advice is clear to understand!
A client since 2018
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