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Glamis Ltd. Profile
Started trading in 1986 as management
consultants to small business and became member of FIMBRA in 1988, then
FIMBRA was replaced by the Personal Investment Authority which in turn was
replaced by the FSA as the new regulator of financial services in the UK.
Our shareholders and directors are Managing
Director Samir K Chami IMC, Cert PFS, Ce MAP, Lesley Chami Director.
Samir is an accountant by profession, his
career spanned from Beirut
Lebanon to Saudi Arabia, US and the UK, He diversified the business into financial service in 1988 and acquired the following
qualifications
Financial Services Qualification
Designations 1-:Cert PFS : FINANCIAL
PLANING , The Chartered Insurance Institute
2- IMC : INVESTMENT MANAGEMENT, UK Society of Investment Professionals.
3- Ce MAP :
Mortgage Advice and Practice, Institute of Financial Services.
Samir
The seeds of my business started when I
bought my first share in a public offer in 1976.
Now - Funds under direct management in
securities £ 3,100,000.00* funds
in collective investments in PEP, Unit Trust, ISAs, Pension Plans and other approximately £ 5,200,000.00*
(* values change with the markets.)
When I ask my clients do you know where
your money is invested exactly? The answer usually indicates confusion
of what the underlying investments are, as the marketing terms of companies
are basically designed to attract investors and not necessarily explain in
details. Because of this I take upon myself not only to explain what these
products really are but also whether they are suitable for my clients.
Considering the thousands of products out in the market keeping track is a
full time job.
The different pension rules, different
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 objective short, Medium and Long Term.
Helping our clients achieve their financial
objectives is a service we are proud to offer.
With my 34 years experience on your side, you
will, better your chances of getting it right.
Thank you for reading this.
Samir
samir@glamis-ifa.co.uk
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