1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Gloucestershire
  8. breadcrumb-arrow
  9. Stoke Gifford
  10. breadcrumb-arrow
  11. Glamis Limited

Glamis Limited

Independent Financial Adviser  The Court Annex, Bristol, BS34 8PD
First meeting at adviser's own cost
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
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
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
check
FCA authorised
Last authorised 18th January 2021
Meet our advisers
Charles Chami BA (Hons), Dip PFS
Director & IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Samir Chami DipPFS, IMC, CeMap
Managing Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

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.

Where to find us
Head office address: The Court Annex, The Green, Stoke Gifford, Bristol, BS34 8PD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
check
FCA authorised
Last authorised 18th January 2021

Similar advisers near you

Aspirations Financial Advice Ltd
Independent Financial Adviser 1.42 mi
We specialise in both personal and business financial planning, including mortgages, protection, pensions, annuities, investments and inheritance tax planning.
 
See profile
Insight Financial Advice Ltd
Independent Financial Adviser 1.42 mi
Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.
 
See profile
Windsor Financial Planning Ltd
Restricted - whole of market 2.03 mi
Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
 
See profile
Goodmans Financial Planning
Independent Financial Adviser 2.03 mi
We are Chartered Financial Planners, providing independent, transparent advice and work only for the long term interest of our clients.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.