Financial advisor home visits throughout Lanarkshire, Glasgow and Central Scotland
DM Pension & Investment Solutions Ltd - Quality Face to Face Independent Financial Advice
To arrange a home visit please use our ENQUIRY FORM. Alternatively phone us on 01698 815 006
As a small family run firm of Independent Financial Advisors (IFAs), we can provide home visits throughout most of Scotland including Glasgow, Lanarkshire, Ayrshire, Lothian and Edinburgh.
We can help clients with the following:
- Arranging Retirement Income via Drawdown or Annuity
- Investing for the potential of better returns
- Advice on Defined Benefit Transfers (Final Salary Transfers)
- Accessing tax free cash from your pension
- Building pensions for retirement or preparing for retirement
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.
"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.
