Global Financial Ltd was incorporated in 1967 and has grown to become a highly-respected lifestyle financial planning organisation with over 600 active clients and families, mainly in the southeast. However, geographics are not a barrier with modern technology. We are a friendly and professional team of experienced financial planners who are passionate about the intention and the long-term lifestyle benefits behind the services we offer, rather than simply the processes. Rather than simply invest your finances and check a box, we offer financial advice that is completely bespoke and relevant to each individual and based not just on what you may have to invest in the present, but what you hope to achieve in the future. You will receive a truly personal service at Global Financial Ltd; we pride ourselves on it. 100% transparency in our remuneration structure and tax efficient fee-based solutions underpin our core values and our independent status means that we are never influenced by provider incentive.
View Top Employees from Global FinancialWebsite | http://www.global-uk.com |
Revenue | $10 million |
Employees | 41 (39 on RocketReach) |
Founded | 1967 |
Phone | +44 1403 780780 |
Fax | +44 1403 780799 |
Industry | Finance, Financial Services |
Web Rank | 29 Million |
Keywords | Global Financial |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52399 Companies |
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The Global Financial annual revenue was $10 million in 2024.
Robert Olson is the CEO of Global Financial.
39 people are employed at Global Financial.
The NAICS codes for Global Financial are [523, 52, 5239, 52399].
The SIC codes for Global Financial are [62, 628].