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:
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.
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.
A client since 2005
Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.
A client since 2019
Knowledgeable experienced advisers who are readily contactable.
A client since 2002
Thank you for your advice. With the benefit of hindsight, it was as good as we had hoped it to be.
A client since 2018