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.
A client since 2020
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
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.
A client since 2000
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
We have been with Globe now for more than 20 years, starting with AVC's, building up and ISA portfolio and finally now managing our pension arrangements. In every case, they have taken great care in ensuring that our attitude to risk was carefully managed and this has been reflected in the performance of our investments. Their very professional approach to the complex issues involved means that we would have no hesitation in recommending them to any new potential investors.
A client since 1999
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.