Holbrook Wealth clients
For clients of Holbrook Wealth Management
It has always been the intention at Holbrook Wealth Management for their clients to have access to an unparalleled level of expertise and service. They have therefore decided to enter into an exciting partnership with Globe Independent Financial Advisers for the future benefit of clients.
What does this mean for you?
To ensure that you can continue to receive the same standard of service that you have come to expect, Holbrook Wealth Management have selected Globe Independent Financial Advisors (Globe) as their wealth management partner. Globe is available to provide independent, expert financial advice.
Why Globe?
Globe is a firm of qualified, independent financial advisors who share over 200 years’ experience of working in the financial services profession. With offices based in Twickenham, we advise clients across the UK.
Our clients value our professional advice, delivered in a friendly, relaxed and straightforward manner. With empathy and integrity, we focus on guiding our clients to achieve their financial goals, both now and in the future.
A recent survey of our clients found that:
- 98% said that working with Globe has or will help them to achieve their financial goals.
- 98% are satisfied with the quality of their review meetings.
- 9 out of 10 clients would recommend Globe to friends, family or colleagues.
With our experienced team of advisers, there will invariably be someone who specialises in the particular aspect of financial advice that you need.
For more information on why clients choose to work with Globe, please visit our ‘Why choose us?’ page by clicking here.
If you would like to meet one of our financial advisors for a ‘discovery’ meeting at our expense, please contact us.
What our clients say about us
We value our clients’ opinions and want to ensure that we continue to support them to achieve their financial goals. Results from our client survey in August 2019 show that:
Garry Haywood is someone I can trust to advise on my financial affairs and his expertise provides real comfort.
A client since 1999
Financial advice from Globe IFA has made us feel confident about our pension and other financial affairs. We have been able to completely trust our adviser to give sound and timely advice, both proactively and in response to our questions. Definitely a safe pair of hands. Angie and Brian Willman.
A client since 2015
I have relied on Dave Holland and John Pickles for sound advice on my changing financial circumstances for many years. They always take time to discuss and understand my current situation at any time. I couldn't be happier with my sense of financial security this relationship has provided me.
A client since 1999
Globe IFA (via Andrew Connolly) has given sound reliable and well-researched advice over the many years he's been handling my family trusts.
A client since 2003
I think that the remuneration you will receive is very reasonable indeed given the time, effort and thoughtfulness you have evidently put into considering all aspects of our problems.
A client since 2018
