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
16th September 2019
Boutique family run Financial Advisory firm based in Bristol offering tailored Independent Financial Advice. Est 1983
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
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

Make an enquiry
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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