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:
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.
A client since 2003
I have had the pleasure of having John Pickles as my advisor for the last 14 years. He has been a great support to me while setting up my investments after my divorce. I felt very comfortable and informed, thanks to John's patience, thorough explanations and reassuring friendliness. I am kept up to date with the progress of my investments, and trust that John will keep an eye as well, advising on changes if necessary. Over the years, John's presence and help has been invaluable.
A client since 2008
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
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
For a good many years I have counted on Globe to give me sound financial advice, which has been effected in an efficient and friendly manner.
A client since 1998