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. We value our clients' opinions and want to ensure that we continue to support them to achieve their financial goals. My experience with Globe Financial (and Tom Fawcett in particular) has been nothing short of excellent.
I have known Tom for over 30 years and his advice, guidance and humour has made dealing with Globe a real pleasure. I would recommend the company - and Tom in particular - to anyone. I was introduced to Tom when I first started out in my career. As my situation and needs have changed Tom has tailored his advice, always willing to take the time to explain and meet with me face to face to discuss my needs.
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. We value our clients' opinions and want to ensure that we continue to support them to achieve their financial goals. My experience with Globe Financial (and Tom Fawcett in particular) has been nothing short of excellent.
I have known Tom for over 30 years and his advice, guidance and humour has made dealing with Globe a real pleasure. I would recommend the company - and Tom in particular - to anyone. I was introduced to Tom when I first started out in my career. As my situation and needs have changed Tom has tailored his advice, always willing to take the time to explain and meet with me face to face to discuss my needs.
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 do this by getting to know what you want from life and by understanding the finances needed to achieve those goals.
With that, we design a roadmap that anticipates the inevitable twists and turns along the way.
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 do this by getting to know what you want from life and by understanding the finances needed to achieve those goals.
With that, we design a roadmap that anticipates the inevitable twists and turns along the way.
We value our clients' opinions and want to ensure that we continue to support them to achieve their financial goals.
I have had the pleasure of having John Pickles as my advisor for the last 14 years.
He has been a great support to me while setting up my investments after my divorce.
I felt very comfortable and informed, thanks to John's patience, thorough explanations and reassuring friendliness.
I am kept up to date with the progress of my investments, and trust that John will keep an eye as well, advising on changes if necessary.
I have had the pleasure of having John Pickles as my advisor for the last 14 years.
He has been a great support to me while setting up my investments after my divorce.
I felt very comfortable and informed, thanks to John's patience, thorough explanations and reassuring friendliness.
I am kept up to date with the progress of my investments, and trust that John will keep an eye as well, advising on changes if necessary.
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.
Financial advice isn't just about managing your investments.
It's also about giving you the peace of mind and security that comes with knowing that your wealth is in safe hands.
We work hard to understand what you want to achieve in your life, then guide you through a plan to achieve them.
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.
Financial advice isn't just about managing your investments.
It's also about giving you the peace of mind and security that comes with knowing that your wealth is in safe hands.
We work hard to understand what you want to achieve in your life, then guide you through a plan to achieve them.
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.
Together, Globe's two teams raised over 12,000 for the Mitchemp Trust, which helps disadvantaged kids who are struggling.
John Pickles from Globe was one of over 300 challengers to take part in a cycling challenge through France.
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.
Together, Globe's two teams raised over 12,000 for the Mitchemp Trust, which helps disadvantaged kids who are struggling.
John Pickles from Globe was one of over 300 challengers to take part in a cycling challenge through France.
We will always bear the cost of the initial 'discovery meeting'.
This is where we can discover your ambitions and goals in life.
Once we understand these, we can build a financial plan designed to help you achieve them.
It's also your opportunity to discover more about us before deciding whether we're the right financial advisors for you.
Just like our approach to providing financial advice, our fees are explained in terms which are completely clear and easy to understand.
We are happy to work on an hourly rate, or a flat fixed fee, or on a fee calculated as a percentage of the investment/pension plan on which we are giving advice - whichever is agreeable to you.
This is where we can discover your ambitions and goals in life.
Once we understand these, we can build a financial plan designed to help you achieve them.
It's also your opportunity to discover more about us before deciding whether we're the right financial advisors for you.
Just like our approach to providing financial advice, our fees are explained in terms which are completely clear and easy to understand.
We are happy to work on an hourly rate, or a flat fixed fee, or on a fee calculated as a percentage of the investment/pension plan on which we are giving advice - whichever is agreeable to you.
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