MEET OUR ADVISERS
We are a father and son adviser team with over 30 years of experience.
David has over 30 years experience providing financial advice on areas such as pensions and investments.
David has 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. He has also passed the Advanced Diploma in Financial Planning and the Fellowship programme 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.
Matthew has 8 years experience in the Financial Services industry. Matthew joined DM Pension & Investment Solutions Ltd in January 2023.
He graduated from Glasgow Caledonian University having received his degree in Finance, Investment and Risk in July 2015. Matthew also has Chartered status and is also a Fellow of the PFS. He has gained the following qualifications: Advanced Diploma in Financial Planning, Diploma in Financial Planning, Diploma in Regulated Financial Planning, Certificate in Financial Services, Certificate in Discretionary Investment Management, Certificate in Paraplanning and Certificate in Life & Pensions
In his spare time Matthew enjoys watching and playing football and has a season ticket for his local football club.
To find out how David and Matthew can help or to arrange a home visit, please contact us on 01698 815 006 or REQUEST A CALL BACK HERE