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:
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).
A client since 2012
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.
A client since 2018
Very impressed with our investments' performance, thank you - wish you had been our adviser years ago.
A client since 2019
We have worked with Globe IFA for 20 years and value their personal care for our financial wellbeing & proactive work on our behalf.
A client since 1999
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