Financial advisor Bathgate ~ IFA in Bathgate ~ Financial adviser near Bathgate ~ Pension advice Bathgate
Welcome to DM Pension & Investment Solutions Ltd. Quality Face to Face Independent Financial Advice you can trust.
We are a local family run firm of Independent Financial Advisers (IFA) with a focus on pension and investment advice. Whether you are approaching retirement and need help with your options or have capital to invest we can help. We are also pension transfer specialists and can guide you through this complex area.
We provide a very friendly and professional service with home visits throughout Bathgate and the surrounding area.
Use our enquiry form below to get in touch or telephone us on 01698 815 006 to arrange a consultation
INDEPENDENT. IMPARTIAL, UNBIASED advice throughout Bathgate and surrounding area
We can help clients with the following:
- Arranging Retirement Income via Drawdown or Annuity
- Investing for the potential of better returns
- Advice on Defined Benefit Transfers (Final Salary Transfers)
- Accessing tax free cash from your pension
- Building pensions for retirement or preparing for retirement
Our adviser David Mulholland is a Chartered Financial Planner. Only a small percentage of advisers in the UK have achieved this status. Chartered status is the pinnacle for the financial planning professional. David has over 20 years experience in Financial Services.
"My aim is to make the advice process easy for my clients. Professionalism and transparency are key. I take great pride in the client feedback I receive. Frequently clients are worried at key stages in their life, such as retirement. My goal is to remove this anxiety and handle the whole process from start to finish." David Mulholland - Chartered Financial Planner.