Financial advisor Airdrie ~ IFA in Airdrie ~ Financial adviser near Airdrie ~ Annuity advice Airdrie
Welcome to DM Pension & Investment Solutions Ltd.
Quality Face to Face Independent Financial Advice you can trust.
We are a small family run firm of Independent Financial Advisers (IFA) with a focus on pension and investment advice. Whether you are approaching retirement and need help with your options or have capital to invest we can help. We are also pension transfer specialists and can guide you through this complex area.
We provide a very friendly and professional service with home visits mainly, throughout Lanarkshire, and Glasgow although we can help clients further afield in Renfrew, Ayrshire, Lothian, Edinburgh and Central Scotland. Contact us on 01698 815 006 to arrange a consultation
"My aim is to make the advice process easy for my clients. Professionalism and transparency are key. I take great pride in the client feedback I receive. Frequently clients are worried at key stages in their life, such as retirement. My goal is to remove this anxiety and handle the whole process from start to finish." David Mulholland - Chartered Financial Planner.
"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
Our adviser 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. David has over 20 years experience in Financial Services.
DM Pension & Investment Solutions Ltd - Quality Face to Face Independent Financial Advice
To find out how DM Pension & Investment Solutions Ltd can help or to arrange a home visit please contact us on 01698 815 006
As a small family run firm of Independent Financial Advisors (IFA), we provide home visits throughout Airdrie and Central Scotland.
We can provide unbiased financial advice on: (click on the links below for more details)
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.
We pride ourselves in giving our clients a first class service and financial advice they can trust.
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Our clients are ordinary everyday people and our services are not reserved for the wealthy. As financial advisors we are independent and therefore can search the market for you. We work on your behalf.
Click here to complete our ENQUIRY FORM to find out how we can help provide the right financial advice. Alternatively phone us on 01698 815 006
Many clients we help have the following needs and requirements:
- Money to invest
- Considering retirement options including annuity options
- Wanting to save towards a pension
- Planning inheritance for children and grandchildren
- Life insurance and protection of family / dependents
Independent financial advisors Airdrie ~ IFA Airdrie ~ Financial advisers near Airdrie ~ Annuities Airdrie