• COMMITTED TO HELPING YOU LIVE YOUR BEST LIFE

WHY CHOOSE US AS YOUR FINANCIAL ADVISERS?

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

Personal Finance Society Logo

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