0208 166 7217
Based in Twickenham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2021
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
Last checked: 03 March 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
18
Recent Client Reviews
Michael has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Michael has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 22 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Michael has not yet added their fees to their profile
Fees not yet added
Michael has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
Last checked: 03 March 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
18
Recent Client Reviews
Michael has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Michael has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 22 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Michael has not yet added their fees to their profile
Fees not yet added
Michael has not yet added their fees to their profile
I'm an independent financial planner at Globe IFA, helping people through all of life's stages. I aim to understand your needs and desires, keep you informed of possibilities and pitfalls, and help you create an achievable financial plan. That can include recommending and implementing appropriate protection policies, pensions, investment portfolios and tax structures to help you achieve financial security and more. I often help people who are: • Wealth builders: I help those who are looking to build wealth during their working life through general planning, tax optimisation, pensions and investments. I also help people protect their wealth and potential with appropriate financial protection policies. • Pre-retired: If you’re coming up to the age when you want to retire from work or otherwise draw from resources, it’s essential that you have awareness of the key opportunities and risks. • In active retirement: It’s never too late to start financial planning; even if you’re already retired. • In later life: I can help you to achieve financial security in later life, addressing concerns such as inheritance tax and potential care costs. Clients choose to work with me and my colleagues at Globe IFA because we're: 1. Independent: So we can identify the best possible solution from the entire marketplace to meet your needs. 2. Professional and personal: We enjoy having long-lasting and impactful working relationships our clients. 3. Focused on advising with empathy and integrity: We only ever advise clients to do what we would do in their situation. 4. Known for providing easy-to-understand advice: We offer tailored advice to suit individual needs using plain, straightforward English. 5. Very knowledgeable and experienced: Our team of independent financial advisors has over 200 years’ experience.
Offers available through VouchedFor
Contact Michael through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Michael's clients
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Adviser Disclaimer
Globe Independent Financial Advisors Ltd is registered in England and Wales No. 3503096. Registered Address: Globe House, 1 Chertsey Road, St Margarets, Twickenham, Middlesex TW1 1LR. Authorised and regulated by the Financial Conduct Authority (FCA) under reference: 186440.