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.


Anthony Miles, Sutton

A client since 2001

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

I have relied on Dave Holland and John Pickles for sound advice on my changing financial circumstances for many years. They always take time to discuss and understand my current situation at any time. I couldn't be happier with my sense of financial security this relationship has provided me.


Alan Johnson, London

A client since 1999

We have worked with Globe IFA for 20 years and value their personal care for our financial wellbeing & proactive work on our behalf.


Margaret Coldiron, London

A client since 1999

I have worked with Globe over decades and have always valued the independent advice and pragmatic suggestions that have been offered in response to my needs. I am overall very happy with the services that I have received.


Peter Maple, Teddington

A client since 2000

Globe Independent Financial Advisors Ltd profile

98%of clients say working with us has helped them to achieve their financial goals.

98%of clients are satisfied with the quality of our review meetings.

96%of clients would recommend us to friends, family or colleagues.