With your help, we’ve raised £750 for our chosen charity!

Category: News

We’ve received another 15 client referrals, meaning another £750 has been raised!

We’d like to thank every one of our clients who’ve introduced a friend, family member, or colleague to us and have helped us make these donations to our chosen charity, Dementia UK.

What is our charity referral initiative?

We’ll make a £50 charitable donation for each person you recommend to us who books a discovery meeting. That meeting can be held face to face or remotely. There’s no obligation for them to become clients.

More on who we’re helping

As a specialist dementia nurse charity, Dementia UK puts those facing dementia and their families at the heart of everything they do. They provide life-changing care for families affected by dementia, including Alzheimer’s disease.

Please click here if you’d like to find out more about the charity.

Our latest reviews can give you confidence when introducing people to us

We know how important it is to have proof to back up your recommendations, so here are our latest reviews:

We currently have 64 Google reviews, with an average rating of 4.9 out of 5 stars.

Our overall VouchedFor average rating is 4.8 out of 5 stars, based on 371 reviews.

We are completely independent and work only for our clients, with no sales targets and no pressure. We have more than 200 years of experience in the financial services profession.

How you can help

By referring suitable clients our way, you’ll be helping to support Dementia UK in making a positive impact on the lives of individuals and families affected by dementia, providing them with essential resources, care, and guidance.

Not sure who to send our way? Keep reading to see if anyone you know could benefit from a chat with us!

Who we help

You may know other people, including friends, family, and work colleagues, who we can help. So, here’s a little more information on who we predominantly work with:

Growing their wealth: Those with investments, inheritances, or planning for their future retirement could benefit from investment advice. We’ll tell them exactly what we would do if we were in their situation.

In active retirement: Many people in retirement still have money worries. We’ll help alleviate the worry and put them back in control of their financial future.

In later life: Those who come to us in later life (or their loved ones, on their behalf) may have financial concerns. We can help them achieve financial security.

Mortgage seekers: Whether they’re making their first step onto the property ladder, looking to move home, or considering starting a property portfolio, we’re here to help.

Business owners: Planning to exit a business, in any capacity, takes several steps. We can develop a financial plan that will be completely tailored to business owners and their goals in a time frame that they’re comfortable with.

We’re always happy to chat with people who you think we can help. So, if you have friends, family, or colleagues who would benefit from a conversation with us, please gain their permission and complete this introducing form. Alternatively, you could email us at hello@globeifa.co.uk. with their details. We look forward to giving them the same peace of mind that, hopefully, you have after working with us.