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 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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Globe Independent Financial Advisors is authorised and regulated by the Financial Conduct Authority (FCA).
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.