REGISTERED LIFE PLANNERS
As one of a handful of the UK’s only Registered Life Planners® through The Kinder Institute of Life Planning, we are trained to look at the whole picture.
LIFESTYLE FOCUSED ADVISERS
We are focused on you and what you want from life, not just your money.
Wherever you want to be, we want to help you get there.
AUTHORISED/REGULATED
We are authorised and regulated by the Financial Conduct Authority and are fully covered by the Financial Services Compensation Scheme (FSCS)
GENUINE INDEPENDENCE
Where your life plan includes the recommendation of a financial product, our independent status means we are always able to find the best option from the whole market, without any restrictions.
FEE TRANSPARENCY
Our life centred planning service works on a fixed-fee basis based on the level of service you need, not how much you have to invest. We are open and honest and you will never be surprised by any hidden costs.
WE WALK THE WALK
Our team benefit from the life centred approach we instill in our clients, with flexible working, continual enhancement of skills and the encouragement to always go after their own life dreams.
YOU ONLY GET ONE LIFE. OUR GOAL IS TO HELP YOU LIVE IT.
We’re open-thinking, caring and personable financial planners, all about people and passionate about enhancing your relationship with money. We’re also surprisingly honest!
Our honest approach is not for everyone, but if you are open to having a meaningful talk about what you really want from life, and how it can be achieved, then we might just be the perfect match.
GETTING TO KNOW EACH OTHER
Global Financial Ltd was founded by Geoff Dyckes in 1998. Beginning life as traditional financial planners, we have grown and evolved into specialists in Lifestyle Financial Planning.
We are now one of only 100 firms in the UK to operate under the guidance of a certified life planner.
Lifestyle financial planning recognises that we only have one life and what’s important is not how much money we have, but how we use it to live that life in a fulfilled way.
The team at Global Financial live, work and breathe the principle of ‘live for today, plan for tomorrow’ and it’s an ethos we enjoy sharing with our clients.
GENUINE INDEPENDENT FINANCIAL ADVICE
We put our clients first in everything we do, always maintaining total honesty and transparency.
Few financial services firms are truly independent, but we are privately owned and have access to the entire financial marketplace with no personal affiliations or incentives in place with any specific company – by retaining this purity we can always act in your best interests to get your finances in order and ensure a clear path on your journey towards financial freedom.
WE ARE
Emotionally invested in our clients
Committed to helping you live your best life
Empathetic listeners
Transparent
Independent
WE DO
Learn your hopes, dreams and fears
Help you avoid financial mistakes
Provide caring and compassionate support around all of your life decisions
Lifestyle financial planning
Estate planning and legacy
Manage investments based on long-term objectives
Behavioural coaching and financial education
WE DON’T
Predict the future of the economy or stock market
Manage investments without a firm financial plan
Chase the markets
Allow you to do anything with your money that we wouldn’t do with our own
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Global Financial Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. Details can be found at www.fsa.gov.uk under reference number 506634. Global Financial Ltd is registered in England, no. 00922704.
The Financial Ombudsman Service (FOS) is available to handle individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit us at www.financial-ombudsman.org.uk