Business Details
32 Years
experience
Expert Independent Financial Advice in Twickenham
Established in 1994, Globe IFA has built a reputation as a trusted provider of independent financial advice. Our team of highly qualified professionals brings over 200 years of combined experience in the financial services sector, serving clients from our Twickenham office and beyond. We specialise in delivering tailored financial solutions that evolve with clients' changing needs throughout their lives, from wealth accumulation to retirement planning and later-life financial security. Our approach combines deep technical expertise with a commitment to clear communication, using plain English to demystify complex financial products. Recognised in the VouchedFor Top Rated Guide for 2025, we maintain a client satisfaction rate exceeding 98%, reflecting our dedication to putting clients' interests first.We operate under strict regulatory oversight from the Financial Conduct Authority, ensuring the highest standards of professional conduct. Our long-standing client relationships demonstrate our ability to provide consistent, reliable advice that adapts to both market changes and personal circumstances. We prioritise transparency in all dealings, with a documented complaints procedure and access to the Financial Ombudsman Service. Our advisors maintain ongoing professional development to stay current with regulatory changes and market innovations. This combination of experience, client focus, and regulatory compliance positions us as a trusted partner for comprehensive financial planning.
Services
Retirement planning
Mortgage advice
Equity release
SIPP setup
Later life financial planning
US citizen tax compliance
Business owner financial strategy
Inheritance tax planning
Investment management
Will writing assistance
Details
- Year established: 1994
Highlights and features
- We have over 27 years of experience helping clients in Twickenham and beyond
- Our team possesses 200+ years combined experience in financial services
- 98.97% of clients would recommend us to others
- We are included in the VouchedFor Top Rated Guide for 2025
- We provide transparent, jargon-free financial advice tailored to individual needs
Associations and certifications
- Financial Conduct Authority
- VouchedFor Top Rated Guide
What people say
Excellent service
Trusted partner
Knowledgeable advisors
Responsive team
Confidence in advice
Services
Retirement planning
We help clients prepare for retirement by creating tailored financial plans that ensure long-term security. Our advisors consider all aspects of retirement income, including pensions, investments and tax efficiency. With over 20 years of experience, we guide clients through complex decisions about pension consolidation, drawdown strategies and lifetime annuities.
Mortgage advice
Our specialist mortgage advisors help clients navigate the property market from first-time purchases to buy-to-let investments. We provide impartial advice on mortgage products, remortgaging opportunities and property financing strategies. With access to the entire market, we find solutions that match clients' specific circumstances and long-term financial goals.
Equity release
We offer expert guidance on equity release schemes for clients seeking to access property wealth while maintaining residency. Our advisors explain lifetime mortgage options and home reversion plans in clear terms, ensuring clients understand the implications for inheritance tax and future care funding.
SIPP setup
We specialise in establishing and managing Self-Invested Personal Pensions that give clients greater control over their retirement savings. Our expertise includes transferring existing pensions, selecting appropriate investments and optimising tax benefits while ensuring compliance with regulatory requirements.
Later life financial planning
We provide comprehensive financial planning for clients in later life, addressing concerns about care funding, inheritance tax and estate planning. Our advisors work closely with solicitors and accountants to create holistic solutions that protect assets while maintaining quality of life.
People
Garry Haywood
Managing Director
With over 30 years in financial services, Garry established Globe in 1994. He specialises in retirement planning and has helped thousands of clients achieve financial security. His expertise includes pension transfers and tax-efficient investments.
Tom Fawcett
Director
Tom has been with Globe for over 25 years, specialising in later-life financial planning. He has particular expertise in helping clients with complex inheritance tax issues and estate planning matters.
John Pickles
Director
John brings 20+ years of experience in investment management and portfolio construction. He focuses on creating diversified investment strategies that align with clients' risk profiles and long-term objectives.
Andrew Connolly
Chartered Financial Planner
Andrew specialises in advising US citizens with UK tax compliance needs. With his Chartered status, he provides expert guidance on cross-border financial planning and investment structuring.
James Male
Mortgage Advisor
James has 15 years' experience in mortgage and property finance. He helps clients with residential and buy-to-let mortgages, remortgaging strategies and property investment planning.
Questions
What financial services do you specialise in?
We specialise in retirement planning, mortgage advice, equity release, SIPP setup, later-life financial planning and US citizen tax compliance. Our advisors provide comprehensive solutions tailored to individual circumstances.
How are your fees structured?
We provide transparent fee structures explained upfront. Charges vary by service complexity, with initial consultations typically free. We disclose all costs before starting any work to ensure complete transparency.
How can I schedule an appointment?
Contact us via phone or email to arrange an initial consultation. We offer in-person meetings at our Twickenham office, virtual appointments and home visits for clients with specific needs.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority. Our registration number 186440 can be verified on the Financial Services Register.
What makes you different from other advisors?
Our combination of 27 years' local experience, 200+ years collective expertise and 98% client retention rate sets us apart. We focus on long-term relationships rather than one-off transactions.
Can you help with cross-border financial planning?
Yes, we have specialists in US citizen tax compliance and cross-border investment structuring. Our team helps clients navigate complex international financial regulations.
Videos
