Here at Glamis IFA, we pride ourselves on providing bespoke, tailored financial advice to individuals, with over 30 years of experience in the industry. Our expert team of advisors boasts a wealth of knowledge and expertise, with a deep understanding of the complexities of the financial world.
Our History
Founded in 1983, Glamis Ltd evolved from a management consultant to small businesses, diversifying into personal financial advice. Throughout the years, we have been authorized and regulated in the UK, becoming a member of FIMBRA (1988), the Personal Investment Authority (1994), the Financial Services Authority (2001), and finally the Financial Conduct Authority in 2013.
Our Directors
Our directors are highly experienced and qualified professionals, dedicated to providing exceptional service to our clients. Samir K Chami, our Managing Director and Independent Financial Adviser, has over 40 years of finance experience. Charles S Chami, our Director and Independent Financial Adviser, has over 15 years of financial services experience, preceded by a successful career at Morgan Stanley. Ziad S Chami, our Director, spent 12 years in the City of London, with a strong background in Equities, Commodities, Bonds, and Derivatives. Emma Latham, our Director, has over 10 years of investment management experience, and Lesley P Chami has brought a wealth of experience from various industries.
Our Services
Our team provides tailored financial advice and guidance, catering to individual needs. We specialize in:
- Savings: Helping clients manage their finances and achieve their savings goals.
- Investments: Working closely with clients to create a tailored investment strategy.
- Portfolio Management: Expertly managing and growing client portfolios.
- Pensions & Retirement Planning: Providing guidance on maximizing pension benefits and creating a comfortable retirement.
- Mortgages: Assisting clients in securing the best mortgage deals for their financial situation.
- Protection: Offering protection products to safeguard clients' assets and families.
Our Approach
At Glamis IFA, we take the time to understand our clients' individual circumstances, goals, and risk profiles. We believe in treating clients as individuals, offering personalized solutions tailored to their needs. By doing so, we help our clients achieve their financial objectives, whether it be short-term, long-term, or a combination of both.
Get in Touch
As a company, we are dedicated to providing exceptional service, expertise, and personalized guidance. If you're looking for tailored financial advice, please don't hesitate to contact us.
Exceptional Service
The reviewers have consistently praised Glamis for providing exceptional service. They have highlighted the professionalism, approachability, and clarity of the advice received. The advisors at Glamis take the time to explain complex financial concepts in a way that is easy to understand.
Personal Touch
Multiple reviewers have commented on the personal touch provided by the advisors at Glamis. Charles Chami, in particular, has been praised for his personable nature and ability to explain everything in a clear and concise manner.
Professionalism and Trust
The reviewers have expressed their trust in the advisors at Glamis, stating that they would highly recommend the company to others. They have also praised the company's friendly and approachable manner, which has made all dealings with them very pleasant experiences.
Detail-Oriented and Proactive
The reviewers have appreciated the detail-oriented and proactive approach taken by the advisors at Glamis. They have praised the company for communicating important information in a clear and timely manner, and for providing context and analysis to support their advice.
