Globe Independent Financial Advisors Ltd

Independent Financial Adviser  97 Ellerton Road, Surbiton, Surrey, TW1 1LR
First meeting at adviser's own cost
Independent, Chartered planner helping people who are approaching retirement, retired, in later life or business owners.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Andrew Connolly
Chartered Financial Planner
What our clients say
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.
Angela Willman, Richmond
About us

Friendly, personal and professional financial advice

Trusted by our clients for over 20 years, we’re a firm of qualified, independent financial advisors, with over 200 years’ experience in financial services.

Your financial needs will change throughout your life. Our independent advisors specialise in helping the people who are:

• Pre-retired: If you’re coming up to the age when you want to retire, it’s essential that you have everything in place to achieve the retirement you want.

• In active retirement: It’s never too late to start financial planning; even if you’re already retired.

• In later life: We can help you to achieve financial security in later life, addressing concerns such as how to pay for care.

• US citizens: For US citizens who have been employed in the UK, or have a green card, we specialise in helping you to comply with US tax regulations.

• Home buyers: Whether you’re making your first step onto the property ladder, looking to move or buy a property to rent, our specialist advisers can help.

• Business owners: We can help to ensure that your business plays a part in your retirement planning. We can also help employers who want to provide employee benefits.

PLEASE NOTE: In line with the latest Government advice regarding coronavirus, we have adopted social distancing practices throughout Globe IFA. Whilst our offices are currently closed, please be assured that it’s business as usual.

With all of our team operating from home, we continue to provide the same high standards of service for our current and new clients. All incoming calls and emails are being answered and promptly returned where required.

During this time of upheaval, we are utilising modern technology to guide our clients towards achieving their financial goals, with empathy and integrity.

We understand that this is a turbulent time for those people with investments and mortgages, so whether or not you are an existing client of ours, please do contact us if you would like to discuss your concerns.

Our services

Our clients choose to work with Globe because we’re:

1. Independent: So we can identify the best possible solution from the entire marketplace to meet your needs.

2. Professional and personal: We enjoy having long-lasting and impactful working relationships with every one of our clients.

3. Focused on advising with empathy and integrity: We only ever advise clients to do what we would do in their situation.

4. Known for providing easy-to-understand advice: We offer tailored advice to suit individual needs using plain, straightforward English.

5. Very knowledgeable and experienced: Our team of independent financial advisors has over 200 years’ experience.

Where to find us
Head office address: 97 Ellerton Road, Surbiton, Surrey, TW1 1LR
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Globe Independent Financial Advisors is authorised and regulated by the Financial Conduct Authority (FCA).

Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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