Client Testimonials

We are proud to be a recommended financial advisor to so many clients. See what they have to say about us below.

I can’t recommend lifestyle financial planning from Global Finance highly enough.  Kate was able to model all kinds of scenarios so I could see how the future looked in different situations.  There were so many unknowns that I was finding it hard to see what was needed.  Kate has helped me quantify some complex factors and now not only do I know what I want to do financially, I have a whole life plan too.  My goals are evidence based and focussed on what I want out of life and now that we have that plan, it will be easy to adjust if things change as we go along.  When everything in life and financial services is so uncertain, it is great to be able to get such clarity and really understand the impact of the decisions you make now on both the short and long term.  Crucial if you want financial independence, peace of mind and the sense of control you get from knowing exactly where you stand.  Not only do I know what I want to do next but I understand why and we can continue to keep track as things develop.  Worth every penny.


I find (my adviser) is highly knowledgeable and up to date on all aspects of the financial advice they have given me. They take the time to explain, in laymen’s language, a subject that I find quite mind boggling! A very trusted and reliable person that I would not hesitate to recommend.


We have been involved with Global for some time now, both with regard to our personal financial matters and from a business point of view having recommended their services to potential purchasers.  We followed (our financial adviser) from their previous company to Global as we found working with them a very good experience; they give excellent, clear advice but at no time do they pressurise us. It is very important to us to feel comfortable with the person looking after our investments as a great deal of trust is involved.

CathyManaging Director of Guy Leonard & Co. Storrington

I can say that under the care of my IFA, I feel that my financial wellbeing is as uppermost in their mind as it is in mine. Nothing is too much trouble.


My adviser knows his business, I trust him completely with my finances. He takes on board what you are trying to achieve and deals with it, he also makes it easy to understand and very professional. He is one of the ‘Good Guys’

Mr BaldwinManaging Director

I have worked with my adviser for over 10 years. The time they have spent to truly understand my current and changing needs has been invaluable. Having recently helped me in my plan to downsize, Global Financial has helped me to truly realise that I am now able in retirement to totally enjoy my life, without the need to worry about my future financial security. The importance of long-term planning, with regular meetings to ensure I stayed on track, cannot be underestimated. Their friendly, personal approach to looking after me to top class.


I have not known (my adviser) very long but in the short time I have known them they have impressed me with not only their exhaustive knowledge of their subject but also the very relaxed and personable way in which they deal with everyone around them. They explain some very complex issues in a very easy to understand way and values their long-term relationship with a client above any ‘sale’. For these reasons I have absolutely no hesitation in recommending my adviser to anyone who would like a review of their financial situation, even in the unusual event that they cannot improve it in the short-term, they will certainly leave you with a better understanding of what you already have!