Ask about our annual review service!
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.
At 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.
- Annual face to face meeting
- Annual review of financial circumstances
- Annual statement of existing pensions/investment with projections
- 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.
To arrange a financial consultation please phone 01698 815 006 or visit CONTACT US now.
Financial advisor Glasgow ~ IFA Glasgow Scotland Lanarkshire Uddingston