"We listen, we offer solutions and present facts, we clarify and inform. We draw on our extensive knowledge and experience to advise, recommend and offer the best possible service for our clients"
Who is Glamis IFA?
We provide tailored Independent Financial Advice to private individuals, companies & charities. 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.
What? - Shares, Gilts, Bonds, OEICs, Unit Trust, Investment Trust, Pension, Insurance Bonds, ISA, VCT or simply cash.
There are many options available. We guide and advise our clients and help them achieve their financial goals.
We provide tailored Independent Financial Advice to private individuals, companies & charities. 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.
What? - Shares, Gilts, Bonds, OEICs, Unit Trust, Investment Trust, Pension, Insurance Bonds, ISA, VCT or simply cash.
There are many options available. We guide and advise our clients and help them achieve their financial goals.
