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. We can help you to achieve financial security in later life, addressing concerns such as how to pay for care. 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. Whether you're making your first step onto the property ladder, looking to move or buy a property to rent, our specialist advisors can help.
Services
We're a firm of highly qualified independent financial advisors who share over 200 years' experience of working in the financial services profession. With an office in Twickenham, we mainly advise clients from South West London and the Home Counties. We're here to guide you on your unique financial journey.
We value our clients' opinions and want to ensure that we continue to support them to achieve their financial goals. For years I have enjoyed sound prudent insightful advice and guidance from Tom that has consistently kept me ahead of the market and my peers. Additionally, when needed, extra relevant and timely expertise has been delivered at huge value and speed.
Our role is to guide our clients to achieve their financial goals both now and in the future. 98% of our clients agree that working with us has or will help them to achieve their financial goals. But there are many other reasons why our clients choose to work with Globe. VouchedFor's Top Rated guide aims to identify and celebrate the UK's best financial advice firms, based on client feedback.
We're a small team, but we do what we can to support those charities and community groups which are important to us. Here are a few examples of what we've done in recent years. Two teams from Globe took part in the Invesco Perpetual Highland Adventure Race, involving mountain biking for 35 miles, followed by canoeing for 9 miles, then climbing Ben Nevis the following day.
Reviews (13)
Mike Corcoran
May 24, 2022
Simon Williams
Dec 07, 2021
What were the circumstances that caused you to look for a financial adviser? I was looking for an investment that would at least keep up with inflation, at best outpace it. David Holland was very thorough in exploring my financial situation, my needs, my hopes and expectations and my attitude to risk. His final recommendation was, as far as I could tell, the result of a good deal of research and corresponded exactly to what I wanted.
It's too early to tell yet how my investment is performing: we're only a few months into a long-term (5 - 10 years) project. David answered all my questions promptly and thoroughly; his explanations were a model of clarity. The whole process from first approach to creating the portfolio of investments was completed in a very short time.
It's too early to tell yet how my investment is performing: we're only a few months into a long-term (5 - 10 years) project. David answered all my questions promptly and thoroughly; his explanations were a model of clarity. The whole process from first approach to creating the portfolio of investments was completed in a very short time.
Warwick Thurtell
Nov 14, 2021
Just met with David Holland for guidance on my pension plans and retirement strategy. Was very impressed with David's ability to listen and absorb a lot of information quickly, ask very incisive questions and provide guidance during our discussions. Will be going back to David for further guidance soon. Thanks again for your help David, cheers Warwick
Stephanie Crouch
Nov 07, 2021
Roberta Storti
Oct 18, 2021
Oliver Hellel
Aug 15, 2021
Chris Haldane
Aug 02, 2021
I was looking for some help with a mortgage for a flat purchase at the start of the year and I reached out to James Male, who I'd briefly been in contact with 6 months prior. He very kindly set up an initial meeting and the ball was rolling very promptly. James was very friendly and laid the various options out in a straightforward way. He also stayed flexible with my choice of mortgage provider and Globe IFA were able to deal with the paperwork and mortgage application very efficiently. Sean was also helpful in this process with clear communication, and appreciated the contact he had with the bank which helped in readjusting terms at one point during the process.
The property purchase took about 6 months to go through and I was grateful for Globe IFAs patience throughout this. Thanks again to James and Sean for their help during the process!
The property purchase took about 6 months to go through and I was grateful for Globe IFAs patience throughout this. Thanks again to James and Sean for their help during the process!
Shelley Dorrans
Jul 27, 2021
Mark Hough
Jul 03, 2021
Gordon Alexander
Apr 30, 2021
The good people at Globe have been my financial advisor for many years and have always provided me with a most excellent and personal service. James and the team are always available to answer even my daftest financial questions and most importantly they always work with my best interests at heart. Would thoroughly recommend James and the team at Globe.
Daniel Kelly
Apr 30, 2021
Super happy with the service Used globe as a mortgage broker, James was super helpful, really open, really appreciated his open and honest advice. Was very proactive throughout in terms of communicating and always on hand to help, even advising us on how to manage our solicitor which was very much appreciated. Felt in very safe hands.
Wendy Broxham
Apr 14, 2021
We sort out globe independent financial advisers when we needed help with investing redundancy money over fifteen years ago. Their help is still invaluable, as they seem to be able to find investment opportunities in these difficult Financial Times. Their services are always accessible and professional.
Rebecca Green
Feb 25, 2020