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.
A client since 2007
Financial advice from Globe IFA has made us feel confident about our pension and other financial affairs. We have been able to completely trust our adviser to give sound and timely advice, both proactively and in response to our questions. Definitely a safe pair of hands. Angie and Brian Willman.
A client since 2015
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
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
For me Globe IFA is a trusted partner, always there to support with appropriate and timeous advice. Having a knowledgeable experienced team at Globe IFA is greatly reassuring for me in these troubled times.
A client since 2006
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.