The Team
Samir K Chami
DipPFS, IMC, CeMap
Managing Director & Independent Financial Adviser
DipPFS, IMC, CeMap
Managing Director & Independent Financial Adviser
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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). Samir has been a Financial Adviser and Asset Manager for over 25 years and holds the Diploma in Financial Planning, Securities Advice & Dealing, and the Certificates in Mortgage Advice and Investment Management. Samir is also a member of the Chartered Insurance Institute, the Personal Finance Society and the Society of Mortgage Professionals.
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Charles S Chami
BA (Hons), DipPFS, CertPFS (Securities), Cert CII(MP)
Director & Independent Financial Adviser
BA (Hons), DipPFS, CertPFS (Securities), Cert CII(MP)
Director & Independent Financial Adviser
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Charles has over 15 years financial services experience including five years at Morgan Stanley where he specialised in Fixed Income, Commercial Real Estate and Asset Management. Charles has a BA (honours) degree in Business/Economics and holds the Diploma in Financial Planning, The Certificate in Securities Advice & Dealing and The Certificate in Mortgage Advice. Charles is a member of the Chartered Insurance Institute, the Personal Finance Society, the Society of Mortgage Professionals and was also the 2017/18 President of the Bristol Junior Chamber of Commerce.
Charles is often asked to comment in industry press and in 2016 was named in Citywire's 'Top 35 advisers under 35' |
Ziad S Chami
BSc (Hons), MSc (Hons)
BSc (Hons), MSc (Hons)
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Ziad spent 12 years in the City of London, split between the London office of the New York Stock Exchange, the global investment exchange ICE (Intercontinental Exchange) and in addition, two investment trading firms Sun Trading and Hudson River Trading where he was their European Head of Risk.
His experience covered Equities (Shares), Commodities, Bonds and Derivatives. His work included analysis of financial risk, investment trading strategies and quantitative (statistical) investing. He also has significant experience dealing with the Financial Conduct Authority and the Central Bank of Ireland. Ziad has an undergraduate degree in Theoretical Physics from University of Exeter and a Master’s Degree in Nuclear Physics from the University of York Ziad has relocated to Bristol with his family. He is a keen runner and cyclist and in 2019 he completed the London Marathon, a full 30 minutes quicker than Charles did (as he frequently reminds him). |
Emma Latham
BSc (Hons), Chartered MCSI
BSc (Hons), Chartered MCSI
Emma has a wealth of experience including ten years in investment management at Smith & Williamson and US investment bank, Houlihan Lokey.
Emma has a First Class honours degree in Business Administration & Management from the University of Bath and holds the title of Chartered Wealth Management from the Chartered Institute of Securities and Investment.
Emma has a First Class honours degree in Business Administration & Management from the University of Bath and holds the title of Chartered Wealth Management from the Chartered Institute of Securities and Investment.
Lesley P Chami
Brings a great deal of experience from several industries including 18 years working in R&D and Project Management at Hewlett Packard. Lesley provides general administrative and technical support to the business.
Brings a great deal of experience from several industries including 18 years working in R&D and Project Management at Hewlett Packard. Lesley provides general administrative and technical support to the business.