Business Details
32 Years
experience
Expert Financial Planning Services in Twickenham
Established in 1994, Globe IFA has built a reputation as a trusted provider of tailored financial advice. Our team of highly qualified professionals brings over 200 years of combined experience in the financial services sector, serving clients from South West London and the Home Counties. We specialise in understanding individual life goals and designing financial strategies to achieve them, using plain language to demystify complex financial products. Our client-centric approach prioritises empathy and integrity, ensuring every recommendation aligns with our clients' best interests.With a 98% client satisfaction rate and recognition in the VouchedFor Top Rated Guide, we maintain rigorous professional standards while delivering a personal service. Our advisors work closely with clients throughout different life stages, from building wealth to retirement planning, always maintaining transparency about fees and processes. We believe financial planning should be an ongoing partnership, adapting to life's inevitable changes while maintaining a clear focus on long-term objectives.
Services
Financial Planning
Retirement Advice
Mortgage Advisory
Equity Release
Investment Management
Details
- Year established: 1994
Highlights and features
- We have over 200 years combined experience in financial advisory services
- Our team holds Chartered Financial Planner and Independent Financial Advisor qualifications
- 98% of clients report achieving their financial goals through our guidance
- Recognised in the VouchedFor Top Rated Guide for 2025
- We maintain absolute transparency in all fee structures and investment decisions
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Sound reliable advice
Pragmatic suggestions
Knowledgeable team
Steady hand approach
Services
Financial Planning
Our financial planning service creates comprehensive roadmaps tailored to individual life goals. We analyse current financial positions, assess risk tolerance, and develop strategies covering investments, pensions, and tax efficiency. With regular reviews, we ensure plans adapt to changing circumstances while maintaining focus on long-term objectives.
Retirement Advice
Specialising in retirement preparation, we help clients optimise pension arrangements and investment portfolios. Our advisors consider income requirements, tax implications, and lifestyle goals to create sustainable retirement income strategies tailored to individual circumstances and risk profiles.
Mortgage Advisory
We provide comprehensive mortgage advice covering first-time purchases, remortgaging, and buy-to-let investments. Our independent advisors compare products across the market to find suitable solutions while considering clients' overall financial situations and long-term objectives.
Equity Release
Designed for older clients, our equity release advice helps unlock property value while maintaining financial security. We explain different product types, assess suitability based on individual circumstances, and ensure clients understand the long-term implications of releasing home equity.
Investment Management
We create diversified investment portfolios aligned with clients' risk tolerance and financial goals. Our approach combines market analysis with regular performance reviews to ensure investments remain appropriate as market conditions and personal circumstances evolve.
People
Garry Haywood
Managing Director
With over 30 years in financial services, Garry established Globe in 1994. He specialises in comprehensive financial planning and has particular expertise in investment management and estate planning.
John Pickles
Director and Independent Financial Advisor
John brings decades of experience in retirement planning and pension advice. He focuses on creating tailored solutions for clients approaching or already in retirement, ensuring financial security throughout later life stages.
Tom Fawcett
Director and Independent Financial Advisor
Tom has over 25 years advising clients on financial matters, with particular expertise in helping business owners transition into retirement. He specialises in intergenerational wealth transfer and tax-efficient planning.
Andrew Connolly
Chartered Financial Planner
Andrew provides expert advice on complex financial arrangements, including high-value investments and international tax considerations. His chartered status reflects advanced professional qualifications and commitment to ongoing education.
James Male
Mortgage Advisor
James specialises in residential and buy-to-let mortgages, helping clients navigate property financing options. He ensures mortgage solutions align with clients' broader financial objectives while meeting regulatory requirements.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement preparation, investment management, mortgage advice, equity release, and estate planning tailored to individual circumstances.
How are your fees structured?
Our fees are transparent and discussed upfront. They may be hourly rates, fixed fees for specific services, or percentage-based on assets under management depending on client needs.
Do you work with international clients?
While primarily serving UK clients, we assist US citizens in the UK with tax compliance and can coordinate with international professionals for cross-border financial planning.
How often do you review financial plans?
We recommend annual reviews but maintain ongoing communication to adjust plans when significant life changes or market developments occur.
What qualifications do your advisors hold?
Our team includes Chartered Financial Planners and Independent Financial Advisors with decades of combined experience, ensuring high professional standards and technical expertise.
How do you ensure advice remains suitable?
We conduct regular training, maintain regulatory compliance, and use advanced financial planning tools to ensure recommendations remain appropriate as client circumstances evolve.
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