Globe IFA

We create comprehensive financial roadmaps tailored to individual life goals. Our advisors help clients navigate changing circumstances, from career transitions to retirement, ensuring their wealth works effectively for them. With expertise in investment management and estate planning, we provide clear, jargon-free guidance that adapts as clients' needs evolve over time.

Specialising in retirement preparation, we help clients optimise their pension arrangements and build sustainable income streams. Our advisors address concerns about care funding and inheritance tax, ensuring financial security in later life. We structure complex pension portfolios into manageable formats, providing clarity and confidence for clients approaching retirement.

Our mortgage specialists guide clients through property purchases at all life stages, from first-time buyers to investors. We offer tailored advice on residential and buy-to-let mortgages, remortgaging, and property portfolio management. With access to a wide range of lenders, we help clients secure competitive rates that align with their long-term financial objectives.

We provide expert guidance on releasing property equity while maintaining financial security. Our advisors help clients understand inheritance tax implications and structure plans that balance immediate needs with long-term care requirements. We ensure clients receive competitive rates and transparent terms that protect their interests and those of their beneficiaries.

Specialising in cross-border financial planning, we assist US citizens in the UK with tax compliance and investment strategies. Our advisors navigate complex international regulations, ensuring clients meet reporting requirements while optimising their financial position. We provide tailored solutions for those working in the UK with US connections or planning to relocate.

With over 30 years in financial services, Garry established Globe in 1994. He specialises in comprehensive financial planning, focusing on retirement strategies and estate management. His expertise ensures clients receive technically sound advice grounded in practical application.

John brings extensive experience in pensions and investment management. He works closely with clients to develop tailored strategies that adapt to changing life circumstances, ensuring long-term financial security through structured, jargon-free solutions.

Tom specialises in long-term financial relationships, guiding clients through career transitions and retirement planning. His approach combines technical expertise with personal understanding to create sustainable wealth management strategies that evolve with client needs.

Andrew provides expert advice on complex financial arrangements, including tax-efficient investments and estate planning. His Chartered status reflects advanced professional qualifications and commitment to maintaining the highest standards in client service.

James specialises in property finance solutions, helping clients navigate residential and buy-to-let mortgages. His expertise extends to equity release strategies that balance immediate needs with long-term financial security for property owners.

We specialise in retirement planning, mortgage advice, equity release, US tax compliance, and comprehensive wealth management tailored to individual life stages and circumstances.

We conduct detailed consultations to understand your specific goals, risk tolerance, and life circumstances, creating customised plans that evolve as your needs change over time.

Yes, we are authorised and regulated by the Financial Conduct Authority, ensuring we meet strict professional standards in all our advisory services.

Our fee structure is transparent and discussed upfront. We provide clear information about charges before any work begins, ensuring no hidden costs or surprises.

Based in Twickenham, we primarily serve clients across South West London, the Home Counties, and beyond through virtual consultations for specific services.

My wife and I found Global IFA Ltd very down to earth and friendly, in their no-nonsence clarification of the procedure and costs involved for our Equity Release Mortgage. Their advice was concise and to the point. Impressive!

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.

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

Our mortgage broker Mandy Palmer-Wilson was extremely diligent through the entire procedure. Her hard work in expediting the process allowed us to move quickly to acquire our perfect house. We will definitely using her services to re-mortgage.

Very professional and thorough approach, great advice and guidance which made the process of purchasing a house much easier. I will certainly use Globe IFA again in the future.

Everyone I interacted with was very friendly, gave good advice and they took a really in depth view of my current standings to figure out the best plans to take out and the best actions moving forward