Charity referral initiative

We’re delighted to be running our Charity Referral Initiative. We’ll make a £50 charitable donation for each person you recommend to us who books a discovery meeting. That meeting can be held face-to-face or remotely. There’s no obligation for them to become a client.

Dementia UK

We asked our clients who our charity partner should be. Following a poll, there was an overwhelming preference for Dementia UK.

As a specialist dementia nurse charity, Dementia UK puts those facing dementia, and their families, at the heart of everything they do. They provide life-changing care for families affected by dementia, including Alzheimer’s disease.

Please click here, if you’d like to find out more about the charity.

Our latest reviews can give you confidence when introducing people to us

We know how important it is to have proof to back up your recommendations, so here are our latest reviews:

  • We currently have 46 Google reviews, with an average rating of 4.8 out of 5 stars.
  • Our overall VouchedFor average rating is 4.8 out of 5, from 259 reviews.

We are completely independent and work only for our clients, with no sales targets, and no pressure. We have more than 200 years’ experience in the financial services profession.

How you can help

You may know other people, including friends, family, and work colleagues who we can help. So, here’s a little more information on who we predominantly work with:

Growing their wealth: Those with investments, inheritances, or planning for their future retirement could benefit from investment advice. We’ll tell them exactly what we would do if we were in their situation.

In active retirement: Many people in retirement still have money worries. We’ll help alleviate the worry and put them back in control of their financial future.

In later life: Those who come to us in later life (or their loved ones, on their behalf) may have financial concerns. We can help them achieve financial security.

US citizens: For US citizens who are or were employed in the UK, or anyone with a US green card, we specialise in investment and pensions advice that will comply with US tax regulations.

Mortgage seekers: Whether they’re making their first step onto the property ladder, looking to move home, or thinking about starting a property portfolio, we’re here to help.

Business owners: Planning to exit a business, in any capacity, takes several steps. We can develop a financial plan that will be completely tailored to business owners and their goals in a time frame that they’re comfortable with.

We’re always happy to chat with people who you think we can help. So, if you have friends, family, or colleagues who would benefit from a conversation with us, please gain their permission and complete this introducing form. Alternatively, you could email us at with their details. We look forward to giving them the same peace of mind that, hopefully, you have after working with 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:

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

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

Knowledgeable experienced advisers who are readily contactable.

David Foxwell, Twickenham

A client since 2002

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

S.M., Twickenham

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

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.