Glamis Limited

Independent Financial Adviser  The Court Annex, Stoke gifford, Gloucestershire, 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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Sharia finance
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
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

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
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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