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:

Garry Haywood is someone I can trust to advise on my financial affairs and his expertise provides real comfort.


David Judge, Tunbridge Wells

A client since 1999

Financial advice from Globe IFA has made us feel confident about our pension and other financial affairs. We have been able to completely trust our adviser to give sound and timely advice, both proactively and in response to our questions. Definitely a safe pair of hands. Angie and Brian Willman.


Angela Willman, Richmond

A client since 2015

Globe IFA were recommended to me and I have since recommended Michael. He is friendly, knowledgeable, professional and his advice is clear to understand!


Charlotte Wates, West London (Hanwell)

A client since 2018

Globe IFA has advised us through several major financial decisions, including home-buying, remortgaging, self-employment and planning for our family's financial security. They have always offered us sound advice, and we know we can trust them to help us make the right decisions.


Lance Concannon, Worcester Park

A client since 2006

I have had the pleasure of having John Pickles as my advisor for the last 14 years. He has been a great support to me while setting up my investments after my divorce. I felt very comfortable and informed, thanks to John's patience, thorough explanations and reassuring friendliness. I am kept up to date with the progress of my investments, and trust that John will keep an eye as well, advising on changes if necessary. Over the years, John's presence and help has been invaluable.


Mrs Isabelle Tilden, London

A client since 2008

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

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

My experience with Globe Financial (and Tom Fawcett in particular) has been nothing short of excellent. I have known Tom for over 30 years and his advice, guidance and humour has made dealing with Globe a real pleasure. I would recommend the company - and Tom in particular - to anyone.


David Robinson, Horsham

A client since 2003

I was introduced to Tom when I first started out in my career. As my situation and needs have changed Tom has tailored his advice, always willing to take the time to explain and meet with me face to face to discuss my needs. I have 100% trust and confidence that my interests are put first and wouldn’t hesitate to recommend Tom or his colleagues.


Ruth Beadle, Wandsworth

A client since 2008

For a good many years I have counted on Globe to give me sound financial advice, which has been effected in an efficient and friendly manner.


Sir Christopher John White, London NW1

A client since 1998

Knowledgeable experienced advisers who are readily contactable.


David Foxwell, Twickenham

A client since 2002

For me Globe IFA is a trusted partner, always there to support with appropriate and timeous advice. Having a knowledgeable experienced team at Globe IFA is greatly reassuring for me in these troubled times.


Andrew Nicholson, Accountant, Molesey

A client since 2006

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

I have no hesitation in recommending Globe IFA. They guided us through the SIPP process many years ago, and have continued to help map out our financial journey ever since - something that we’d have never managed alone and that has shaped our financial future.


Jeremy Chadwick, Teddington

A client since 2000

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

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 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 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 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).


Graham Thomas Dent, Now Eastbourne (was Thames Ditton)

A client since 2012

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.


Neale Brooks, Reading

A client since 2010

Thank you. I have recommended you to a couple of other friends.


S.M., Twickenham

A client since 2018

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.


C.B., London

A client since 2018

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

Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.


P.T., Surrey

A client since 2019

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

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.


Paul Bird, Feltham

A client since 2019

Thank you so much Michael, this is all such a help. Great to have clarity.


S.D., Twickenham

A client since 2020

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

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.