About the Business
Global Financial Ltd are a medium sized firm who are small enough to give a personal service but with an advanced administration system that is better than a lot of our larger competitors. We were established in 1963 and have over 10,000 individual, corporate and trust clients worldwide yet have retained our local identity. We were one of the first independently owned financial advisories in the UK to switch to a totally paperless environment and are very advanced in our thinking and planning yet still offer a fully personal holistic financial planning service bespoke to each client. We are also a Chartered Financial Planning firm (equivalent to a firm of Chartered Accountants), which shows a high level of commitment to qualifications and professionalism. Kate Scrace originally joined Global Financial Limited in 2003 and as a highly respected member of the team we are delighted that she decided to return to us in October 2010 as a Later Life Planning Specialist.
Location & Hours
Global House, Daux Road