We work with our clients to put them in the best possible financial position

to achieve their future goals as an individual or as a family unit.

Financial services and financial advice for individuals and families

As a firm, we believe strongly in the benefits of holistic financial planning and we always recommend that our clients look at the long-term picture. What is it that you want to achieve in life? How will your financial situation affect this? What can we do about it?

We often make recommendations based on a detailed lifestyle financial plan that sets out to discover the answers to these very questions, but we also provide private financial advice on products that you might be interested in. The full potential of these is somewhat dependent upon your attitude to risk, which is why we undertake a full risk assessment review so that we can invest your funds as wisely as possible, in a way that you are completely comfortable with.

To find out more about the specifics of each of the products or services we offer, please take a look in the box and click on the links provided.

Interested in our corporate and lifestyle financial planning services too?

At Global Financial we don’t just look after your individual concerns – we are also here to protect the financial interests of your business, to ensure that you are adequately protected for all eventualities and are in the best possible position to maximise your business success.

Whether as a business or an individual, we believe it’s important to ask yourself why you are striving for the goals you have in mind. Why do you work where you do? Why do you spend your personal time in a certain way? By asking ‘why’, we help our clients to establish an achievable and realistic plan that identifies where they want to be financially – without this, you risk not enjoying the full potential of your finances. With Global Financial Ltd you can enjoy a structured, comprehensive and proactive lifestyle financial planning service.