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

FEES

RemunerationOur 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.

We believe this extends to how we are remunerated and treating customers fairly.

HOW WE ARE PAID
After your initial meeting with our adviser David Mulholland, we will provide you with a 'service and payment agreement'.

Our remuneration is normally agreed on a fixed amount so you know from the outset what costs are involved.

Our fees can be paid through the product provider, known as an 'adviser charge' or by cheque direct from the client.
Fees are always adviser charges, whether they are paid via the provider or directly by cheque.

To find out how we can help or arrange a home visit please contact us on 01698 815 006

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

We generally work on a commission basis for protection business, although commission is not payable for pensions and investment advice.

 

 

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