Welcome to DM Pension & Investment Solutions Ltd. We are a father and son financial adviser team with over 40 years experience. We provide home visits throughout Lanarkshire, Glasgow and Central Scotland. As whole-of-market independent financial advisers (IFAs), we can find the most suitable drawdown, annuity or pension provider for you.

Are you planning for retirement?

You may be approaching retirement and require the right annuity or flexi-access drawdown advice. We provide a comprehensive retirement advice service and complete all the necessary paperwork, start to finish.

Alternatively, you may be considering pension consolidation to help manage and simplify your pension savings, especially when you are approaching retirement.

You have worked hard to save money for your retirement.

David & Matthew are FCA registered and have been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII). This is the industry's gold standard for individuals and firms of financial planners. It confirms that we have satisfied rigorous qualification criteria and membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct. David and Matthew have also passed the Advanced Diploma in Financial Planning and the Fellowship programme with the PFS which is the highest qualification awarded by the CII.

Testimonials

"Excellent independent pension advice David is very personable and took time to understand our concerns. He is extremely professional and helpful. He kept us informed of what to expect throughout the process and was available to explain things and answer any queries quickly. It felt very much like he took care of us the way he would have looked after his own family. The results were better than we thought possible – a very successful pension transfer. All his hard work and expertise are much appreciated. "

K Burke, East Kilbride

Google Review - 5 Stars
"David provided a fantastic service, provided excellent advice and managed the process of consolidating pensions seamlessly. His advice and knowledge was invaluable I felt totally confident working with DM Pensions. David took care of every detail and made the process very easy and simple, would highly recommended. "

Andy H

Google Review - 5 Stars
"We approached David for advice on the suitability of a pension transfer. We found David's professional knowledge, skills and experience to be invaluable. We also found David to be completely trustworthy and dependable. This was a first class experience from start to finish - we are completely satisfied with the outcome. We would have absolutely no hesitation in recommending David to family and friends for any future financial/pensions work. "

M Burke

Google Review - 5 Stars
"My husband and I met with David to discuss pension consolidation and advice regarding pension access and options. David was extremely thorough and able to gather all information required on which to base his personal advice / recommendations. He provided us with a very comprehensive Suitability Report and talked us through each section answering our questions and confirming next steps at all points along the way. We particularly liked David’s clarity and his desire to ensure we understood all implications. Regular weekly updates were very much appreciated and we would have no hesitation in recommending David for any Pensions and Investment solutions. "

M Hutton

Google Review - 5 Stars
"Excellent financial advice over several years. I am now in a position to have a comfortable retirement. "

M Lightbody, Carluke

Google Review - 5 Stars
"First appointed DM Pensions approx. 5 years ago, sound advice, then appointed DM Pensions to assist and advise March 2017, on my retirement. David was extremely helpful. Would like to say thanks again for your advice and to congratulate David of the way he worked on my retirement. Everything went through 100%."

W McParland, Uddingston

Google Review - 5 Stars
"Absolutely delighted with the service and the independent advice."

B Furman, Newton Mearns

Google Review - 5 Stars
"Always available when needed. Communication excellent and only wish I had sought advice ten years ago."

C Herbertson, Overton

Google Review - 5 Stars
"David was very reliable and filled me with confidence that would do the best for me."

J Hutchison, Uddingston

Google Review - 5 Stars
"The work David did for me was extremely helpful and very much appreciated. Excellent work would use the company again. Thank you."

K Gooding, Glasgow

Google Review - 5 Stars
"David was very prompt and helpful."

A Cutler, Rutherglen

Google Review - 5 Stars
"Very personal and first class service."

M Rennie, East Kilbride

Google Review - 5 Stars
"Really pleased I chose DM Pension & Investment Solutions Ltd. David provided first class service and helped me all the way through the process."

W Closs, Bellshill

Google Review - 5 Stars
"We are very happy with DM Pension & Investment Solutions Ltd. David is a very easy adviser to deal with. Everything is clearly explained and he always goes that extra mile to be helpful."

J Taylor, Carluke

Google Review - 5 Stars
"We found David to be friendly, punctual and supplied a genuine and professional service. I would certainly recommend to anyone."

J MacDermaid, Airdrie

Google Review - 5 Stars

Read More Testimonials

When you first contact us, we will first introduce ourselves and explain what we can do to help. We will keep you informed every step of the way. We specialise in retirement advice focusing on pension planning such as:

Pension drawdown advice
Lifetime annuity advice
Accessing tax free cash
Consolidating pensions
Defined Benefit transfer advice.

We can offer pension and retirement advice to clients in South Lanarkshire, North Lanarkshire, Glasgow and Central Scotland.

DM Pension & Investment Solutions Ltd. Registered in Scotland No SC542084. Registered address - 6 Leesland, Uddingston, Glasgow, G71 6TW

The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Directors: David Mulholland FPFS and Matthew Mulholland FPFS

We are proud of the comprehensive and professional service we provide to our clients. However if you wish to make a complaint, please contact us. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567

We can provide independent financial advice and home visits throughout Glasgow, Lanarkshire including the following towns and villages: Airdrie , Baillieston, Bathgate, Bearsden, Bellshill, Blackwood, Blantyre, Bothwell, Busby, Cambuslang, Carluke, Clydebank, Coatbridge, Cumbernauld, East Kilbride, Falkirk, Hamilton, Lanark, Larkhall, Lesmahagow, Livingston, Motherwell, Newton Mearns, Paisley, Renfrew, Rutherglen, Shotts, Stirling, Stonehouse, Strathaven, Tannochside, Uddingston, Viewpark and Wishaw

Independent financial adviser Glasgow ~ IFA Lanarkshire Scotland ~ Scottish financial advisor ~ Pensions Glasgow