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:

Thank you for your advice. With the benefit of hindsight, it was as good as we had hoped it to be.


T.P., Oxfordshire

A client since 2018

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

We have been a client of Globe for many years and have always found the level of service and commitment exemplary.


Simon Riggall, Chiswick

A client since 2007

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

For years I have enjoyed sound prudent insightful advice and guidance from Tom that has consistently kept me ahead of the market and my peers. Additionally, when needed, extra relevant and timely expertise has been delivered at huge value and speed. In a world where everybody promises, these guys stand head and shoulders amongst all the noise by delivering results and desired outcomes without fail.


James Beagrie, Liphook

A client since 2005

Globe Independent Financial Advisors Ltd profile
vouched-logo

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.