Tom Fawcett

I'm an independent financial planner helping people who’re either approaching retirement, retired, in later life or business owners. I cover all areas of pension planning and regulations along with investments, Trust planning, Inheritance Tax planning and the various types of life assurance, including protecting your income should illness or injury occur. Whether you want to save tax, invest money, pass it on to beneficiaries tax efficiently or protect loved ones, I can help provide solutions. I don’t only aim to deliver a top-level service but to add value by providing holistic financial planning from start to finish. 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. • 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.