Glamis Limited

Independent Financial Adviser  The Court Annex, Bristol, BS34 8PD
check
FCA authorised
Last authorised 25th October 2021
Boutique family run Financial Advisory firm based in Bristol offering tailored Independent Financial Advice. Est 1983
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Employee benefits
check
Group Pension/Stakeholder
check
Sharia finance
Meet our advisers
MR Charles Chami BA (Hons), Dip PFS
Director & IFA
MR Samir Chami DipPFS, IMC, CeMap
Managing Director
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Independent Financial Adviser 0.84 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
Independent Financial Adviser 0.86 mi
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Birmingham, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
 
Independent Financial Adviser 0.88 mi
James Candow is focussed on delivering clear financial solutions to his clients to make their financial future real.
 
Independent Financial Adviser 1.42 mi
Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.