Glamis

Glamis
In financial planning, Why, When & What are the key questions to ask in order to construct a financial plan to suit your individual circumstances. Glamis Ltd was founded in 1983 and started trading in 1985 as a management consultant to small businesses. Later Glamis diversified into personal financial advice. During this time, Glamis has continued to provide a top class, tailored service to its clients as it evolved into the company it is today. During the past 30 years Glamis has been authorised and regulated in the UK, becoming a member of FIMBRA (1988), the Personal Investment Authority (1994), the Financial Services Authority (2001) and most recently the Financial Conduct Authority as the new regulator of the UK Financial Services industry in 2013.
Glamis
Glamis

Financial Advisors Service Provider

Services We Offer:
  • Pension Advice
  • Investment Management
  • Wealth Management
  • Tax Planning
  • Estate Planning
  • Insurance Advice
  • Mortgage Advice
  • Savings and ISAs
  • Financial Risk Assessment
Our Locations:
  • Main Office - 54 Templar Rd, Yate, BS37 5TG
    01454 322011

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