David Holland

I'm an independent financial planner helping people who’re either approaching retirement, retired, in later life or business owners. My business is helping individuals make the most efficient use of their financial resources. I have extensive experience providing investment, retirement and estate planning services to my clients. My objective is always to provide outstanding service based on thorough research and attention to detail. This is how I deliver cost effective, high value, client solutions. Clients choose to work with 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 with every one of 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. Myself and my colleagues specialise in helping people who are: • Pre-retired: If you’re coming up to the age when you want to retire, it’s essential that you have everything in place to achieve the retirement you want. • In active retirement: It’s never too late to start financial planning; even if you’re already retired. • In later life: We can help you to achieve financial security in later life, addressing concerns such as how to pay for care. • US citizens: For US citizens who have been employed in the UK, or have a green card, we specialise in helping you to comply with US tax regulations. • Homebuyers: Whether you’re making your first step onto the property ladder, looking to move or buy a property to rent, our specialist advisers can help. • Business owners: We can help to ensure that your business plays a part in your retirement planning. We can also help employers who want to provide employee benefits. PLEASE NOTE: In line with the latest Government advice regarding coronavirus, Globe IFA has adopted social distancing practices. Whilst the offices are currently closed, please be assured that it’s business as usual. By operating from home, I will continue to provide the same high standards of service for my current and new clients. All incoming calls and emails are being answered and promptly returned where required. During this time of upheaval, I am utilising modern technology to guide my clients towards achieving their financial goals, with empathy and integrity. I understand that this is a turbulent time for those people with investments and mortgages, so whether or not you are an existing client, please do get in touch if you would like to discuss your concerns.