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:

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

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


S.D., Twickenham

A client since 2020

I have relied on Dave Holland and John Pickles for sound advice on my changing financial circumstances for many years. They always take time to discuss and understand my current situation at any time. I couldn't be happier with my sense of financial security this relationship has provided me.


Alan Johnson, London

A client since 1999

My experience with Globe Financial (and Tom Fawcett in particular) has been nothing short of excellent. I have known Tom for over 30 years and his advice, guidance and humour has made dealing with Globe a real pleasure. I would recommend the company - and Tom in particular - to anyone.


David Robinson, Horsham

A client since 2003

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.


Paul Bird, Feltham

A client since 2019

Globe Independent Financial Advisors Ltd profile

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.