Glamis Limited

Independent Financial Adviser The Court Annex, The Green, Stoke Gifford, Bristol, BS34 8PD
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
Boutique family run Financial Advisory firm based in Bristol offering tailored Independent Financial Advice. Est 1983
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self employed
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
Meet our advisers
adviser-person
Samir Chami DipPFS, IMC, CeMap
Managing Director
Charles Chami BA (Hons), Dip PFS
Director & IFA
Where to find us

The Court Annex, The Green, Stoke Gifford, Bristol, BS34 8PD

Contact us
About us

We provide our clients with dedicated service to evaluate their Financial requirements in relation to their Savings, Investments, Pensions, Protection and Mortgages. We specialise in Investment management and our IFA holds the incremental Investment Management Certificate. We can arrange buying or selling of Stocks, Shares, Investment Trusts etc. Our first consultation to assess the clients needs is free. We agree with the clients our fees in advance of providing our services.

We manage SIPP/Drawdown/SSAS Direct Investments. We have outperformed benchmark for past five years. Total funds under management, over £10 million.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£125,000

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