Investments & Portfolio Management

Do you want your savings to work harder 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.
• Clarity and Transparency of investment values at any time
• ​Making use of annual individual capital gain allowance (Currently £12,300 per annum for UK residents and £6,150 for trusts) Use it or Lose it.
• Tax year end portfolio report provided by our stockbrokers/platform providers.
• Transparency of fees & charges, all disclosed in advance.
• Managing investments in Pensions, Self Invested Personal Pensions (SIPPS), SSAS, ISAs & General Investment Accounts.​

Glamis Ltd does not hold client money. 

The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a reliable guide to future returns