Privacy policy

Corporate Information

Registered Office: Globe House, 1 Chertsey Road, Twickenham TW1 1LR. Authorised and regulated by the Financial Conduct Authority. Registered in England No. 3503096.

Website disclaimers

Globe Independent Financial Advisers (“We”) commit ourselves to protecting and respecting your privacy when visiting our website.

This privacy policy sets out how we will process and use any personal data that you provide to us, or that we may collect as a result of visiting www.globeifa.co.uk. Please read the following information to understand our practices with regards to your personal data and how we will treat it.

Information we may collect from you

We may collect and process the following data about you:

  • Any information that you provide by filling in forms on our site. This includes provided information at the time of registering to use our site, posting material, requesting further services or subscribing to any service offered by us on the site. We might also request further information and if you should report a problem with our site.
  • We may keep a record of any correspondence if you should contact us.
  • Details of the resources you access and of your visits to our site.
  • Details of transactions you may carry out through our site and of the completion of your orders.

IP addresses and cookies

We may collect information about your computer; this is statistical data concerning your browsing actions and does not identify you individually.  This information includes your IP address where available, operating system and browser type, for system administration and to report collective information to our advertisers.

We may also collect information about your general internet usage using cookie files stored on the hard drive of all computers. The cookies contain valuable information that is transferred to your computers hard drive.  In collecting this information we are able to improve our site and deliver a better and more personalised service.

You can refuse to accept cookies but note that in doing this you may be unable to access certain parts of our site.  You can do this by activating the setting on your browser which allows you to refuse the setting.

Where we store your personal data

Any data that we collect from you may be stored at, and transferred to, a destination outside the European Economic Area (EEA). This data may also be processed by staff that operates outside the EEA working for us or one of our suppliers. In submitting your personal data, you agree to such a transfer and the storing and processing of this data. To ensure that your data is treated securely and in accordance with this privacy policy we will endeavour to take all reasonable necessary steps in protecting your privacy.

We will do our best to protect your personal data, unfortunately, the transmission of information over the internet is not entirely secure and we cannot guarantee the security of data transmitted to our sites. Any transmission of data is at your own risk.

Uses made of the information

We use the information held about you in the following ways:

  • To notify you of any changes to our service.
  • To ensure that the content of our site is presented in the most effective manner for you and your computer.
  • Where you have consented to be contacted, to provide you with the information, products and services requested from us or in the event that we feel will be of interest to you.
  • To allow you to participate in interactive features of our service, should you choose to do so.
  • In allowing ourselves to carry out our obligations concerning any contracts entered into between you and us.
  • We may also use your data to inform you and provide information on goods and services that may be of interest to you.

If you do not want your data used in this way or passed onto third parties for marketing purposes please tick the relevant box on the form in which we collect your data.

Disclosure of your information

We may disclose your personal information to third parties:

  • To the prospective buyer or seller of any business or assets in the event that we sell or buy.
  • If we are under a duty to comply with any legal obligation to disclose or share your personal data. To protect the rights, property and safety of our customers or others, or to enforce our terms of use for the site.  For the purposes of fraud protection and credit risk reduction this may include exchanging information with other companies and organisations.

Third party websites

From time to time our site may contain links to and from the websites of our partner networks, advertisers and affiliates. If you visit any of these sites please note that they have their own privacy policies and you should check these before submitting any personal data. We cannot accept any responsibility or liability for these policies.

Throughout our site you will find links to external websites. Although we make every effort to ensure these links are accurate, up to date and relevant, we cannot take responsibility for pages maintained by external providers.

Access to information

In accordance with the Act you can exercise the right to access any information we hold about you.

Changes to our privacy policy

We will where appropriate notify you by email of any changes made to our privacy policy and these changes will also be posted on this page.

Contact

We welcome any questions, comments and requests regarding this privacy policy and should be emailed to service@globeifa.co.uk

Thank you for taking the time to read our privacy policy. Our privacy policy is based on a privacy policy provided by Privacy Policy Template who provides a range of free website documents. Promoting responsible website publishing.

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:

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 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

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

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

Knowledgeable experienced advisers who are readily contactable.


David Foxwell, Twickenham

A client since 2002

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

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

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

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


P.T., Surrey

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

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

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

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

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

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

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 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

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

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 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

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

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

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

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

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


S.M., Twickenham

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.


Anthony Miles, Sutton

A client since 2001

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

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.