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 August 2019 show that:

Thank you so much Michael, this is all such a help. Great to have clarity.


S.D., Twickenham

A client since 2020

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 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

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

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

Globe Independent Financial Advisors Ltd profile
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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.