Glamis IFA - Bristol

Peter T.

Glamis has managed my financial affairs for many years. This has included arranging several mortgages, providing general advice, their most significant piece of work involves managing my private pension. I personally did not want to have my pension contributions, throughout my career, dotted around across all the companies I've ever worked for. I find it much better to consolidate them, have them managed by professionals in one place. This gives me comfort, knowing that all my "pots of money" are receiving the same level of attention and stewardship.

I've always found Glamis to be thorough, attentive and well informed. The fact they are independent, means I get advice on the whole market and not just sold the products of a parent company! I've watched my pension appreciate in value. I'm sure by the time I've retired, they'll have built a comfortable financial position for me.

I highly recommend their services

Kathryn K.

Charles, and his father Samir before him, looked after my parents' finances for many years, and so, when we were looking for an IFA, it was a natural choice to approach Glamis. We value and trust Charles' careful advice and would have no hesitation in recommending him and his team to anyone else.

R. P.

Glamis have provided financial advice to myself for the last decade. Their friendly, approachable manner combined with their high levels of professionalism has made all my dealings with them very pleasant experiences.

Risk is outlined in an understandable manner and the performance of my investments relative to the market were explained in great detail, and given context by looking at the history of the market and current projections based on the time horizon I'd selected.

Any pertinent information is communicated promptly and given accompanying analysis, facts and a professional opinion.

A first class service.

steve W.

I was introduced to Charles of Glamis via unbiased.
Charles initially provided some free advice following a brief review of my finances, this was conducted over the telephone due to covid.
I was not ready to proceed with his outline review at the time, however 2 years after our telephone discussion, we met at his office and Charles & his team put in place a scheme to ensure my financial security is maintained for the future.
I'm happy to recommend his company as they are friendly and explain the process step by step.

Nigel B.

Samir has provided financial advice to myself for the last 30 years, now more recently Charles . Their friendly, approachable manner combined with their high levels of professionalism has made all my dealings with them very pleasant experiences.

Risk is outlined in an understandable manner and the performance of my investments relative to the market were explained in great detail, and given context by looking at the history of the market and current projections .

Any pertinent information is communicated promptly and given accompanying analysis, facts and a professional opinion.

Andy M.

Samir, and more recently Charles, have been managing my investment and pension portfolios for over 26 years. As my requirements have changed during different phases of my working life (including a 5 year liveaboard sailing sojourn), they have responded with sage advice and recommendations, and I have been extremely pleased with the performance of funds over the years. My aim has always been for steady growth, not get rich quick schemes, and this has been delivered in a professional fashion.
On a personal note, it is always a pleasure dealing with Samir & Charles, be that by email, phone, in person or more recently Zoom – I would highly recommend them and am pleased to note that Ziad has recently joined Glamis.

Sara

We have been extremely happy with the service received from Glamis. Charles Chami is very personable and takes his time to explain everything. If you are looking for Financial Advice I would highly recommend you contact Charles. My only regret is that we did not contact him earlier.

S A.

Excellent service . Extremely professional. Clear , comprehensive advice presented in a way that is easy to understand . Would highly recommend Glamis .