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. In financial planning, Why, When & What are the key questions to ask in order to construct a financial plan to suit your individual circumstances.
Why? - The reason and purpose of the plan, product, service or investment. When? - Timing, some say "Not important long term" we believe it is. There are many options available. We guide and advise our clients and help them achieve their financial goals.
Why? - The reason and purpose of the plan, product, service or investment. When? - Timing, some say "Not important long term" we believe it is. There are many options available. We guide and advise our clients and help them achieve their financial goals.
Services
Samir has over 40 years finance experience, including 4 years as Chief Accountant at Spinney's Group Ltd (largest supermarket & department stores Middle East & North Africa), 5 years as Chief Financial Controller at Basil/Interairdril (Saudi Arabia joint venture) and 4 years as Branch Manager/underwriter at Arabian Business Services (Lloyds & Scottish/Hambros Bank joint venture).
Savings are key to any person's financial health and the type of assets you choose can have a huge effect on how those savings will grow over time. We will look at your savings arrangements and ensure that you are using the most tax efficient options available and help construct the most appropriate plan for you.
Individually tailored portfolio advice to meet client specific needs, risk profile and objectives. Annual portfolio review meeting to discuss performance and set objectives and strategy going forward. All investments (shares, bonds, cash & collectives) are held in your name at the relevant investment platform.
We evaluate your current investments and potential investment options on performance, risk and suitability. We and help you plan your retirement income to make sure you access your benefits in the best way for you. Evaluation of your Asset Allocation within your pension and non pension arrangements to ensure they meet your objectives and risk profile.
Buying a home is one of the most important financial decisions anyone can make (borrowing a significant amount of money), therefore getting a suitable mortgage that meets your needs is essential. We offer tailored Mortgage Advice to ensure you choose an appropriate mortgage to fit your circumstances.
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