About Us

Financial advisor Glasgow ~ IFA Glasgow ~ Financial adviser Glasgow Lanarkshire Scotland

TEL: 01698 815 006 or 0141 286 6687

As a family run firm of Independent Financial Advisors (IFA). We provide home visits throughout Glasgow, Lanarkshire and Central Scotland.

CALL US NOW ON 01698 815 006 or 0141 286 6687 to discuss your financial needs....Home Visits!

Our principal David Mulholland, has over 17 years experience in financial services. David holds Chartered status as well as passing the Advanced Diploma in Financial Planning. See QUALIFICATIONS section.

As Independent Financial Advisors we can offer you unbiased financial advice from the marketplace as a whole. This includes investments, pensions, retirement planning, life insurance, critical illness cover, inheritance tax planning (IHT) and general financial planning.

Our service consists of not only independent advice but also arranging the necessary financial products. This means we consider your circumstances and provide unbiased advice. Then we arrange and complete all the necessary paperwork and applications.

Many clients we help have the following needs and requirements:

• Money to invest
• Moving home or buying for the first time
• Remortgaging or Buying to Let
• Wanting to save towards a pension or considering retirement options
• Planning Inheritance for children and grandchildren
• Life insurance and protection of family / dependents

Please feel free to CONTACT US to find out how we can help.

We pride ourselves in giving our clients a first class service and financial advice they can trust. Our CUSTOMER COMMENTS speak for themselves.

QUALIFICATIONS
You can have confidence in the knowledge and guidance we can offer.

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.

TEL: 01698 815 006 or 0141 286 6687

As a family run firm of Independent Financial Advisors (IFA). Based in Uddingston we provide home visits throughout Glasgow, Lanarkshire and Central Scotland.

When you use a Chartered Financial Planner you are dealing with a proven professional.

David has passed the Advanced Diploma in Financial Planning, including several papers in Pensions, Investments, Taxation and Inheritance Tax planning. We are also members of the P.F.S(Personal Finance Society).
David has also been awarded the 2004 Regional Trophy by the C.I.I (Chartered Insurance Institute) for outstanding results in his AFPC exams.

Here is a list of our succesful awards:

APFS - Advanced Diploma in Financial Planning (CII) FPC - Financial Planning Certificate - Papers 1, 2 & 3 (CII) AFPC - Advanced Financial Planning Certificate (CII) CeMAP - Certificate in Mortgage Advice and Practice (IFS) G10 - Taxation and Trusts (CII) G60 - Pensions (CII) K10 - Retirement Options (CII) K20 - Pensions Investment Options (CII) J01 - Taxation (CII) J02 - Trusts (CII) CF9 - Pensions simplification (CII) MAQ - Mortgage Advice Qualification (CII) SV1 - Saving & Investment (CII) AF1 - Personal Tax & Trust Planning(CII) DipPFS - Personal Finance Society Diploma (PFS)

Whether you are looking for advice in a specific area such as investing, pensions, or a full financial review, we are in an excellent position to help you. Whatever your financial goals we are happy to accommodate!

Many potential new clients wonder how we are paid for our services. Quite simply we work on one of 3 ways. Commission, Fee or a combination of both. In truth the vast majority of clients we deal with prefer to work on a commission basis where possible as our costs are paid via the product provider.

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To arrange a financial consultation please phone 01698 815 006 or 0141 286 6687 or visit CONTACT US now.

Financial advisor Glasgow ~ Glasgow Scotland Lanarkshire Uddingston