Our promise

Financial peace of mind

  • A clear plan that’s designed to achieve your goals and is monitored regularly
  • Timely, accurate information about your investments with online access
  • Help to grow your own financial acumen and confidence to make sound decisions
  • Everything explained in plain English
  • Support when you need us most; during volatile stock markets, family crisis or purely as a sounding board

Real value for money

  • An investment strategy that stays aligned to your attitude to risk
  • A spread of investments, correctly proportioned and properly diversified
  • Regular monitoring and rebalancing of your portfolio
  • Optimisation of tax-saving opportunities
  • A ‘best of breed’ approach, thanks to our access to the entire financial services market

A relationship based on trust

  • Specialist advice from experienced advisors
  • Expert handling of investment administration
  • Liaison with third parties and other professional services on your behalf
  • Cost/benefit analysis to ensure genuine value for money
  • Your calls, enquiries and requests dealt with promptly by people who care

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 June 2024 show that:

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

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

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

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

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

97.96%of clients say working with us has helped them to achieve their financial goals.

98.89%of clients are satisfied with the quality of our review meetings.

98.97%of clients would recommend us to friends, family or colleagues.

Globe IFA
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.