About Us

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

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

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 and mortgage advice from the marketplace as a whole. This includes mortgages, 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 and mortgages. 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

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

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.

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, Mortgages, 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.

Whether you are looking for advice in a specific area such as investing, mortgages, pensions, or a full financial review, we are in an excellent position to help you. Whatever your financial or mortgage 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 815006 or visit CONTACT US now.

Your property may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we charge a fee of 1% of the loan amount. Any commission we receive from the lender will be returned to you or used to offset a proportion of our fee.

Financial advisor Glasgow ~ Mortgage Glasgow Scotland Lanarkshire Uddingston