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. Kate has enjoyed a successful career in financial services over the last 14 years. Her previous experience includes various roles within Standard Life Assurance Company and a Senior Financial Planner role within a large independent accountancy practice. Kate’s expertise extends the breadth of personal financial planning and she also enjoys corporate work. Her clients benefit from her wide technical knowledge as well as her innate ability to relate to people of all ages and backgrounds and build lasting relationships. Her professional qualifications include the CF8 Long Term Care Planning certificate which is an endorsement of her expertise in this specialist planning area.

Your next step
To find out how the Global Financial Limited’s Care Advice Service can help you:

• Call Kate Scrace, our specialist adviser on 01403 331505 (tel) or 07881528743 (mob)


• Email your query to an adviser at: kate@global-uk.com