Pension & Investment Advice
Home visits throughout Lanarkshire & Glasgow
Contact DM FinancialTEL: 01698 815 006  


Independent financial adviser in Glasgow Lanarkshire Scotland IFA Financial advisorWe take pride in providing the right advice and making a difference to our clients. Listed below are a selection of testimonials from our satisfied clients.

"Excellent financial advice over several years. I am now in a position to have a comfortable retirement."
M Lightbody, Carluke

"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

"Absolutely delighted with the service and the independent advice."
B Furman, Newton Mearns

"Always available when needed. Communication excellent and only wish I had sought advice ten years ago."
C Herbertson, Overton

"David was very reliable and filled me with confidence that would do the best for me."
J Hutchison, Uddingston

"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

"David was very prompt and helpful."
A Cutler, Rutherglen

"Very personal and first class service."
M Rennie, East Kilbride

”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

”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

”We found David to be friendly, punctual and supplied a genuine and professional service. I would certainly recommend to anyone.”
J MacDermaid, Airdrie

”Found David to be transparent, open and honest. He discusses business in language which is easily understood.”
E Parkin, Glasgow

”David took away the stress and any anxiety that could have occurred by speaking to pension providers and arranging best annuity available. Any queries that arose he was always available to get an answer.”
R McIntyre, Motherwell

”I would certainly recommend DM Pension & Investment Solutions Ltd to family and friends. I would like to thank David for his service and advice and finding a solutions to my pension problem. Thank you.”
M Buchanan, Airdrie

”We have now used DM Pension & Investment Solutions Ltd twice and have been given sound advice on both occasions with Mr Mulholland keeping us informed by regular updates on how matters were progressing.”
M Donald, Cumbernauld

”All well explained and concise. David took time to go through all point and covered all relevant issues with me. Will certainly recommend to people.”
S Graham, Airdrie

”Figures can be confusing especially to number challenged people like me but I felt I understood all that I needed to.”
A Winton, Lanark

”We have found your service was flawless. Many thanks for your service.”
M McConnell, Lesmahagow

”Always very happy to answer any questions I may have had.”
M Paterson, Cumbernauld

”Home visit is to me, a very valuable service.”
A Rodden, Falkirk

”Excellent service and punctual for appointments at times which suited me. I would have no hesitation in recommending to family and friends.”
I Sutherland, Airdrie

”DM Pension & Investment Solutions Ltd’ service was first class especially from the fact that they experienced a number of problems with providers. Thank you.”
E Dunne, Baillieston

”Very good Service. David was a good communicator, personable and informative.”
J Hughes, East Whitburn

”Excellent service. Would refer David’s company to anyone. Very thorough in his work throughout.”
J Scott, Bellshill

”Found the overall service excellent, kept up to date on progress regularly. Would have no hesitation in recommending DM Pension & Investment Solutions Ltd to others.”
M Convery, Glasgow

”David provided professional and clear guidance throughout whilst arranging my annuity. He also put in a lot of time chasing up companies who were slow to provide their illustrations. Many Thanks.”
B Cutler, Newton Mearns

”I am very grateful to DM Pension & Investment Solutions Ltd in the way they performed in setting up my annuity. I was always informed what was happening during this time. With thanks.”
A McNeil, Airdrie

”Advice was above expectations. Very friendly and professional service.”
J Sodden, Carluke

”Exactly what I needed – no nonsense and easy process.”
E Barnes, Cambuslang

”David made my decisions fairly simple due to his clarity in explaining things. Definitely recommend him to others. 1st Class.”
T Logan, Coatbridge

”Excellent advice, given in a friendly but knowledgeable way and delivered in an easy to understand manner without pressure. No hesitation in recommending David to anyone requiring financial advice.”
B Griffiths, Stonehouse

”Our meetings were very helpful and reassuring.”
D Spiers, East Kilbride

”David gives straightforward and honest advice, making you feel confident with decisions of finance and remuneration terms.”
W McParland, Uddingston

”We genuinely believe that DM Pension & Investment Solutions Ltd service is first class.”
T Pollok, Carluke

”I would refer my family and friends to DM Pension & Investment Solutions Ltd”
P Brannan, Hamilton

”I would not hesitate to recommend DM Pension & Investment Solutions Ltd to my family and friends. It was stress free from beginning to end. Very professional and helpful. Thank you.”
S MacAulay, Bothwell

”After initial delay caused by original pension provider in transferring my pension fund to buy a lifetime annuity, DM Pension & Investment Solutions Ltd managed to obtain a higher amount than originally quoted.”
I Guest, Paisley

”David made us feel as ease as this was all new to us and explained everything satisfactorily and answered all our questions. All in all, very good.”
J McNulty, Hamilton

“Updates frequently received – every 2/3 weeks. Financial planning reports were set out in clear and precise wording making it easier to select the correct plan to suit my needs.”
M Donald, Cumbernauld

”Received a professional service. We were regularly kept updated with progress.”
A Leiper, Baillieston

”David had a difficult task of trying to locate my numerous pension policies collected over the years, which he completed quickly and successfully. I was very impressed.”
C Pace, Bellshill

”David made this whole process very easy to follow and understand. He took time to answer all my questions.”
E Garden, Wishaw

”David is always willing to help at a time that suits you. The information provided was exactly what we wanted.”
R Dunsmore, Motherwell

”No complaints at all. Found the service excellent from start to finish. Would be happy to use your services again.”
B Cutler, Newton Mearns

”First class service, could not have managed without your help. Kept me updated from start to finish. Would highly recommend David to family and friends with his down to earth approach.”
W McCartney, Coatbridge

”We were delighted with all aspects of the service we received from DM Pension & Investment Solutions Ltd. We would have no hesitation in using the service again or referring them to friends and family. Thank you.”
R & C Stevenson, Rutherglen

”Excellent communication. Make every step easy to understand. Extremely pleasant and precise adviser.”
J Nevin, Baillieston

”Excellent advice, friendly, approachable and down to earth. We feel we received really good and honest advice.”
G Wardrop, Comrie

”David provides a professional, non-pushy service with great communication and excellent advice. He achieves this in a friendly and easily approachable manner. I would certainly recommend him to others.”
K Houstoun, Clarkston

”Thank you for the excellent, personal and professional manner with which you handled my business. I really appreciated that you were able to answer my questions in a way that was easy to understand.”
J Kirkhope, Bothwell

”David provided an excellent and diligent service, targeted exactly to my needs and I was kept informed of progress by means of written communication as well as with frequent face to face meetings in my own home. DM Pension & Investment Solutions Ltd managed to negotiate a significant uplift to my annuity payments compared to that offered by my pension provider.”
T Kelly, Airdrie

”Very helpful. Just had to phone and they would get back straight away.”
T Johnston, East Kilbride

”David was professional, approachable and friendly. He instilled us with confidence that the advice he gave us was relevant to our situation. We were very pleased with the service we were given.”
R McCorkindale, Falkirk

”Cannot fault your quality of service or efficiency of regular communications. All very reassuring to a layperson!”
L Sommerville, Glasgow

”Your service and advice was excellent and I appreciated it very much.”
D Service, Renfrew

”David provided good quality information with explanations on how he arrived at his conclusions.”
T Atherton, Greenfaulds

”A weight was lifted from our shoulders after speaking to David. He took our paperwork away and returned with the pension sorted for retirement. He even got one pension to pay out earlier as I had to finish work just before turning 65!”
P Lindsay, Bellshill

”David’s friendly, honest and professional approach was much appreciated. I would have no hesitation in using his services again and recommending him to others.”
D Turner, Lanark

”Very good service and punctual for appointments. Very happy with service provided and would certainly recommend.”
W Agnew, Bothwell

”I would highly recommend your services to friends, family and work colleagues. David’s approach is refreshing and not difficult to understand, as my previous advisors have been.”
E Garden, Wishaw

”My wife and I would like to thank David for making sure we got the best deal he could for us.”
G Gaynor, Plains

”Service very satisfactory and I would not hesitate to use again if needed.”
J Jack, Glasgow

”Fantastic service and can’t thank you enough. Will definitely recommend you.”
A Kerr, Motherwell

”As a first time user of a financial adviser, I found your company to be friendly, helpful and very professional.”
M Morley, Blantyre

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We pride ourselves in giving our clients a first class service and advice they can trust. Our customer comments speak for themselves:




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

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To arrange a financial consultation please phone 01698 815 006 or click here to visit our CONTACT US page.

Independent financial adviser in Glasgow ~ Financial advisor Lanarkshire ~ Scotland IFA ~ Financial advisor Scotland


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