Glamis IFA is a trading name of Glamis Ltd, a company that has been providing tailored Independent Financial Advice to private individuals for over 30 years. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals through a comprehensive range of services, from Investments and Portfolio Management to Savings, Pensions, and Retirement Planning.
Our History
Glamis Ltd was founded in 1983 and started trading in 1985 as a management consultant to small businesses. Over the years, we have continued to evolve and diversify, becoming a leading provider of Independent Financial Advice in the UK. We have been authorised and regulated by the Financial Conduct Authority (FCA) since 2013, and we take pride in our long history of providing top-class, tailored services to our clients.
Our Services
Our team of experienced professionals offers a wide range of services designed to help our clients achieve their financial goals. These services include:
- Investments: We provide expert advice on investments, including shares, bonds, and other assets.
- Portfolio Management: We help our clients manage their investments and portfolios to achieve their financial objectives.
- Pensions and Retirement Planning: We offer expert advice on pensions and retirement planning to ensure that our clients are well-prepared for their golden years.
- Mortgages: We provide expert advice on mortgages and help our clients find the best deals to suit their needs.
- Protection: We offer expert advice on protection, including life insurance, income protection, and other types of protection.
- Auto Enrolment: We help our clients navigate the complexities of auto-enrolment and ensure that they comply with the regulations.
Our Team
Our team of experienced professionals is composed of highly qualified individuals with a wealth of experience in the financial services industry. Our team members have expertise in a range of areas, including investments, pensions, and retirement planning. Our team is dedicated to providing exceptional service to our clients and helping them achieve their financial goals.
Meet Our Team
Our team leader, Samir K Chami, has over 40 years of experience in the financial services industry. He holds a Diploma in Financial Planning and has been providing expert advice to individuals and businesses for over 25 years. Samir is also a member of several professional bodies, including the Chartered Insurance Institute and the Personal Finance Society.
Our other team members include Charles S Chami, who has over 15 years of experience in the financial services industry, and Ziad S Chami, who has a strong background in finance and has worked in the City of London. Emma Latham, a Chartered MCSI, has over 10 years of experience in investment management and has worked with several leading financial institutions.
Conclusion
At Glamis IFA, we are proud of our long history of providing tailored Independent Financial Advice to private individuals. Our experienced team of professionals is committed to helping our clients achieve their financial goals, and we take pride in our ability to provide expert advice and guidance in a complex and ever-changing financial landscape.
Professional and Personable Service
Glamis has received rave reviews from its clients, with many praising the company's excellent service, professionalism, and personable approach. Reviewers have highlighted the clarity and comprehensiveness of the advice provided, as well as the friendly and approachable manner of the staff. Charles Chami, in particular, has been singled out for his exceptional ability to explain complex financial concepts in an easy-to-understand way.
Consistent High Standards
Readers have also praised the consistency of Glamis's high standards, with one reviewer noting that they have received outstanding service from the company over the past decade. The company's ability to outline risk in an understandable manner, explain investment performance in detail, and communicate important information promptly has been particularly commended.
Personal Touch and Flexibility
Glamis has also demonstrated its ability to adapt to individual needs, with one reviewer praising the company's willingness to take the time to explain everything in a friendly and approachable manner. The company's flexibility in accommodating clients' schedules and needs has also been highlighted, with reviewers noting that the staff are always available to provide guidance and support.
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