Globe Financial Planning

For All types of Independant Mortgage advice and Financial Planning.

Globe Financial planning is authorised and regulated by the Financial Service Authority
A member of The Personal Finance Society

General information

Globe Financial Planning is a young growing business that have invested in sophisticated technology to assist us in providing a professional and comprehensive service enabling us to cover as much of the market place as possible.

Offering a professional financial planning service, we combine the vitality of a young dynamic company with traditional ethics, total customer focus and substantial experience in the financial services industry.

Today, Globe Financial Planning services clients throughout the Bedfordshire and surrounding areas and our services are available from a number of locations, including the privacy of your home or office.

With more than 25 years experience and providing financial advice across various sectors of the market place we are proud of the advice and service we give our clients.

There may be times when the services of other professionals are necessary, such as Solicitors, Accountants and Stockbrokers. We will be happy to make an introduction.

At Globe Financial Planning we offer Friendly, honest, INDEPENDENT advice and are committed to arranging financial solutions tailored to your individual needs at all times

Our main goals are to 'make your money work harder for you', 'protect your family' and 'try to save you money'.
Independent Financial planning is the process of taking control of your finances and making your money work harder for you. As life and the world around us changes, your financial plans should also adjust and adapt to suit your current needs. So you should review your financial plans regularly.


Why is financial planning important?

Financial planning helps you:
Sort out your priorities
Work towards your long term goals
Find the right products to meet your needs
Make the most of your money
Ensure your savings, investments and pensions are invested in the correct funds
Be prepared for the unexpected financial 'shocks', such as illness or unemployment
One of our specialist product areas is mortgages and remortgages. Today's mortgage market appears to be more complex than ever. Choosing from the different types of interest rate and repayment methods available can seem like an obstacle course - we give totally unbiased advice so let us help you make the right decision.

We often forget that our mortgage is normally our largest monthly commitment and therefore, by re-arranging your mortgage, you can often save money, which can be used towards family protection, regular savings or retirement planning.

In summary, Globe Financial Planning specialises in:
Mortgages and Remortgages
Family and personal Protection - Life Cover, Critical Illness Cover and Income Protection Cover
Savings and Investments including ISA's
Retirement planning - Pensions including Stakeholder schemes
Inheritance Tax Planning together with Will writing.
General Insurance Including: Buildings and Contents, Accident, sickness and Unemployment, Pet Insurance etc.