Independent Pension & Investment Advice
Home visits available throughout Lanarkshire & Glasgow

WHAT WE DO

As an Independent Financial Adviser (or IFA) we offer independent advice on financial matters such as pensions and investments.
We work on our client's behalf and do not represent any product providers such as banks or insurance companies.

Therefore being independent allows us to recommend suitable financial products from the whole of the market.

INDEPENDENT - UNBIASED - IMPARTIAL

We are a family firm and our adviser David Mulholland provides home visits throughout Lanarkshire, Glasgow and Central Scotland.

DM Pension & Investment Solutions Ltd can provide advice on:

Financial advice Glasgow Lanarkshire Scotland Financial advisor
At our first meeting we will typically carry out a review of your financial circumstances and discuss your goals and areas of advice that are important to you. This also gives you an opportunity to meet our adviser David Mulholland.

After the first meeting we will provide a 'service agreement'. This will detail our services and the cost of these services. We always provide the cost of our services in writing before providing advice. This way you know the cost of our services in pounds and pence.

Once you have confirmed in writing you are happy for us to proceed to the next stage we will then:

  • Conduct research
  • Liaise with existing policy providers where relevant
  • Issue initial recommendations

A second appointment is then arranged to discuss our advice in more detail.

After our second meeting we will carry out any agreed action and complete all paperwork and applications for you. We will see this through to completion, keeping you fully informed at each step.

Click here to view FEEDBACK from our existing customers.

Our principal 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.

To find out how we can help or arrange a home visit please contact us on 01698 815 006

 

 

 

 

Financial advice Glasgow ~ Financial advice Lanarkshire ~ Scotland Financial advisor

 

DM Pension & Investment Solutions Ltd is authorised and regulated
by the Financial Conduct Authority under reference 758771.