"The seeds of my business started when I bought my first share in a public offer in 1976. Now, we run diverse client portfolios ranging from £25,000 to £1 million+
When I ask prospective clients if they know where their money is invested exactly? The answer usually indicates confusion of what the underlying investments are, as the marketing terms of financial products are often designed to attract investors and not necessarily explain the features. We ensure that we fully explain the details of any financial product and advise how it fits with the client's objectives and risk profile . Considering the quantity of products available in the market, keeping track is a full time job.
The different rules for pensions, ISAs, National Savings, OIECS, Bonds, Shares, large cap, medium cap, AIM, VCT, Gilts, and so on, you have plenty of choices. The question is, do you have the appropriate product mix that will meet your risk profile and finally will your investments meet your objectives short, medium and long term?
Helping our clients achieve their financial goals is a service we are proud of.
Glamis IFA is a trading name of Glamis Ltd. Glamis Ltd is Authorised and Regulated by the Financial Conduct Authority, FCA No. 125405.
Glamis Ltd registered in England, Company No. 1714688
Who is Glamis IFA?
We provide tailored Independent Financial Advice to private individuals. We specialise in Savings, Investments, Pensions, Retirement Planning, Mortgages and Protection. We have been serving our clients for over 30 years and are proud of our record.
- The reason and purpose of the plan, product, service or investment.
There are many options available. We guide and advise our clients and help them achieve their financial goals.
