Independent Pension & Investment Advice
Home visits throughout Lanarkshire, Glasgow & Central Scotland.

Ask about our annual review service!

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

TEL: 01698 815 006

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

Financial advisor Glasgow, ongoing review serviceAt DM Pension & Investment Solutions Ltd we offer an ongoing review service tailor-made for your specific needs.

Each year we will arrange a yearly ‘face to face’ meeting in the comfort of your own home to check your goals and review your pensions and investments are on track.

Our ongoing services also gives you access to your independent financial adviser throughout the year.

What’s included:

  • Annual face to face meeting

  • Annual review of financial circumstances

  • Annual statement of existing pensions/investment with projections where relevant

  • Annual review of portfolio including rebalancing where appropriate

  • Annual review of goals and objectives

  • Annual review of income & growth needs as applicable

  • Ongoing telephone and email access to adviser

Financial planning shouldn’t be a one off event. Financial planning should be an ongoing priority.

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

Financial advisor Glasgow ~ IFA Glasgow Scotland Lanarkshire Uddingston

 

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