Welcome to DM Pension & Investment Solutions Ltd. We are a father and son financial adviser team with over 40 years of financial services experience. Based in Uddingston we provide home visits throughout Lanarkshire and Glasgow. 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.
David and Matthew provide a friendly and professional advice service with pension consultations throughout Lanarkshire, and Glasgow.
Some clients are looking for a retirement income or to simply access 25% tax-free cash. As whole-of-market independent financial advisers (IFAs), we can find the most suitable drawdown, annuity, or pension provider for you.
You have worked hard to save money for your retirement.
David & Matthew are FCA registered Chartered Financial Planners and work hard to obtain the best outcomes for their clients.
When you first contact us, we will first introduce ourselves and explain what we can do to help. As a qualified and regulated adviser, 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.
You can have confidence in the knowledge and guidance we can offer. Our advisers David Mulholland & Matthew Mulholland 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.
"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.
VIEW OUR 3 MINUTE GUIDE TO YOUR RETIREMENT OPTIONS BELOW
Testimonials
To find out how David or Matthew can help you, please contact us on 01698 815 006 or
REQUEST A CALL BACK HERE
How We Can Help You
Pension and Retirement Planning
As independent financial advisors (ifa) We can provide independent pension and retirement advice on various products such as:
- Pension drawdown
- Lifetime annuity
- Pension transfers (Defined benefit and Defined Contribution)
- Pension annuity
- Ill health annuity
- Enhanced pension annuity
- Personal pension
- SIPP (self invested personal pensions)
We can offer pension and retirement advice to clients in South Lanarkshire, North Lanarkshire Glasgow and Central Scotland.
Pension Transfer Specialist
At DM Pension & Investment Solutions we have an authorised pension transfer specialist who provides independent financial advice for deferred members of defined benefit pensions. (also known as a final salary pension transfer). Evaluating the best pension transfer options can be complex. You may wish to consider a pension transfer from a previous employer scheme to increase tax free cash, improve death benefits or provide retirement flexibility.
Flexi_Access Drawdown
Many clients wish flexible pension benefits through pension drawdown. Being independent we are able to choose from a number of drawdown pension providers. We normally provide a free initial consultation to help provide a guide to pension flexi-access drawdown options and cover the rules of pension drawdown.
Investments and Savings
As well as pension and retirement advice, we can advise on various investment products as follows:
- Cash investments (bank accounts, National Savings and Cash ISAs)
- Investment bonds
- Stocks and Shares ISA
- Unit Trusts
- OEICs
- Fund Supermarkets / Fund Platforms
Protection Advice
As well as pension and investment advice, we can advise on various protection products as follows:
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.
Director: David Mulholland FPFS, Cert CII
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
