Advising and planning

through detailed conversation

Why choose Global Financial Ltd as your financial advisers?

Financial advice tailored to your personal lifestyle

We tell you the truth about your finances – we don’t just tell you what you want to hear so that we can secure you as a client or sell you a product.

Being fully independent and backed by Chartered status puts us in a unique position to look objectively at the bigger picture, for each of our clients.

We specialise in lifestyle financial planning for a truly personal service that is specific to you alone, and we pride ourselves on maintaining positive, long-term client relationships. 100% transparency in our remuneration structure and tax-efficient, fee-based solutions underpin our core values, and our independent status means that we are never influenced by provider incentive.

We are interested in you and your lifetime financial goals. The products we recommend are intended to get you closer to achieving these goals. As a forward-thinking firm we are less focused on the traditional approach to financial advice, whereby you are sold an off-the-shelf product based on the level of finance you have to invest, but we want to understand the direction you see yourself heading and offer you the most relevant advice based on that instead.

  • Our independent status means that we are never influenced by provider incentive
  • Holistic ‘lifestyle financial planning’ takes into account your needs, goals and ambitions at every stage of your life
  • Unbiased financial advice from experienced advisers with access to the whole financial marketplace
  • Chartered status highlights our strong commitment to qualifications and professionalism
  • As a dynamic and forward-thinking company, we are leaders in the field and we pride ourselves in keeping ahead of the competition

Taking financial advice to a new, more detailed level

We combine as much information as possible about your financial position with our own in-depth knowledge and the projections and scenarios generated from our advanced financial planning software. This way, we can better prepare your financial plan so that not only are you comfortable with it, but you are in the best position to realistically fulfil it.

We listen to what you want to achieve and when you need to achieve it by, considering:

Current financial position

Future expected financial commitments

Your personal lifestyle goals

Timescales for achieving these goals

Appetite for risk

Learn more about lifestyle financial planning, or ask for a no-obligation conversation about your business or personal financial needs.