Gloria Lam
Financial Planning Consultant CFPCM, TEP, DipPFS in Greater Manchester
Email: gloria.lam@quilterfa.com Phone: 07765396138
A little bit about Gloria
Gloria has been in the finance industry for over 25 years, working for Prudential in Hong Kong as a financial planner since 1997. She joined Quilter Financial Advisers in November 2023 and specialises in wealth management for Cantonese and Mandarin speaking individuals and business owners. Her expertise in tax planning helps a lot of newcomers to understand the tax system in United Kingdom and invest in an effective and tax efficient way.
She enjoys her role and is committed to her clients’ needs. This allows her to deliver bespoke and holistic financial solutions to her clients. She prides herself on her reliability and providing first-rate level of service and advice, striving to be the first point of contact for her clients’ every financial planning need.
Services include:
Tax Planning
Investment and Retirement Planning
Mortgage Planning
Trust and Succession Planning
Life Protection and General Insurance Planning
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
Mortgage
First time buyers, remortgages, buy-to-let.