Why choose us?

Our role is to guide our clients to achieve their financial goals both now and in the future. 98% of our clients agree that working with us has or will help them to achieve their financial goals. But there are many other reasons why our clients choose to work with Globe…

We’re a safe pair of hands

Financial advice isn’t just about managing your investments. It’s also about giving you the peace of mind and security that comes with knowing that your wealth is in safe hands. We work hard to understand what you want to achieve in your life, then guide you through a plan to achieve them.

We’re independent

We are completely independent of any insurance company, investment company or product provider. Our job is to provide the best possible solution available to you, from the entire marketplace. We take a great deal of pride in giving clients completely impartial financial advice.

What’s the best thing about working with Globe?

Would you recommend Globe?

We’re professional and personal

We enjoy having long-lasting and impactful working relationships with each and every one of our clients. This is the best way that we can help you to achieve your financial goals. We have a relaxed and informal approach to our work, which is nonetheless professional and courteous at all times.

We act with empathy and integrity

We only ever advise clients to do what we would do if we were in their situation. We can only achieve this by having a full understanding of their life goals so that we can put ourselves ‘in their shoes’. And of course, all of our advisors behave with absolute integrity and honesty.

Our advice is straightforward and easy to understand

Financial products can be extremely complicated, as can life itself! There is a great deal of jargon in the profession and if maths is not your strong point, it can be very confusing. We offer thoughtful, tailored advice to suit your individual needs and circumstances using plain, straightforward English.

Our knowledge and experience

Our team of highly qualified independent financial advisors has over 200 years’ experience of the financial services profession. Our clients trust us to use our experience of working with many different clients, and our knowledge of investment management and financial products to provide tailored solutions for them.

Client stories

We know that our clients value our friendly, straightforward approach to providing financial advice. But don’t take our word for it! In the following videos, our clients share their experiences of working with us and explain how we’ve helped them to achieve their financial goals.

Clive Harper: A retired business owner

December 12, 2019

I've been a client of Globe since 1996. When I got made redundant I started my own consultancy business and I needed some advice on pensions, life assurance and all the things that you need if you're not gainfully employed. The good thing is John's been able to address both my business requirements with the consultancy work and also my personal requirements with pensions, life insurance and that sort of thing.

The good thing I’ve found with dealing with John and Globe over the years is that they are very open. John particularly is a very open, very honest, likeable person. And so every investment we’ve ever done, every change of circumstances we’ve ever had, I’ve always had a lot of confidence in the fact that we were doing the right thing.

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Elizabeth Morton: Planning for retirement

December 12, 2019

We'd been quite busy. My husband's an actor. He'd been working pretty much non-stop. I was working as a writer, but I had two children, so it was really juggling our careers. But we really weren't taking much care of our finances. We have a brilliant accountant, but the finances were something that we needed advice on.

We just needed to be a bit more sensible about how we manage our money and how we go forward into the future. I was nervous, but that's why we wanted to go with someone in our community. I think that that's quite important to us. So John and David have been fantastic, partly because they seemed to know when not to be intrusive in terms of managing our lives, but just feel like a steady hand in the background.

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Jeremy and Jan Chadwick: Business owners

December 12, 2019

We’ve been with Globe for 20-21 years and over those years there are a number of things that they’ve got involved in. Originally it was looking into a mis-sold pension that had happened in a former life. Garry resolved that and actually got us money back. We set up a SIPP and that’s been key to moving everything forward.

We really feel, because we’ve known them for so long, they understand where we’re coming from; they know what will benefit us and how it will benefit us, and we trust them to do that. Working with Globe, I always feel extremely reassured that we’re talking to right people; they’re very knowledgeable and very responsive as well. You feel that they’ve got your back.

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Joan Ball: Advising parents in later life

December 12, 2019

I’ve been with Globe and known Tom since 1999. Tom helped my parents and especially when they died he helped me sort out a lot of financial issues there. Tom has helped me immensely in all aspects of my financial life.

Anything that I’ve had a query with I just email and I get an answer. That’s the confidence that I love. My future is secure. I’ve got the confidence and reassurance, and along with that, the honesty and integrity that I find is very important.

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John Riley: Equity release advice

December 12, 2019

I first started working with Globe in January/February of 2019. The financial problem that we had as a family is that we've got a very large Victorian house, and therefore we would have problems with inheritance tax. And so to try and limit this as much as possible, through meeting Globe and James Male, I decided then to go into equity release.

James, and Globe as an operation, are streets ahead of the competition, which I saw previously. James' advice really has helped and taken a lot of pressure off my daughters. Working with Globe and James the last eight months really has just proved that there are professionals out there. Globe know what they're all talking about and make you feel at ease.

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Peter Maple: Advice throughout the decades

December 12, 2019

I’ve been working with Globe for some decades. I’ve worked with Garry for a very long time but I’ve always found the support from other members of staff; be it specific advice in particular areas such as mortgages, or replacement mortgages, and certainly the back-office support I think is excellent.

The sorts of problems that Globe have helped me with have been the full range of individual and family finances from mortgages and life assurance through investments and even estate planning and help will-writing and getting all the detail right.

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