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Summary of advice required:

• INVESTMENTS
• RETIREMENT PLANNING
• PENSIONS
• LIFE INSURANCE
• INHERITANCE PLANNING
• MORTGAGES

 

We are a Chartered firm of financial planners. Only a small percentage of firms in the UK have achieved this status. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.

We pride ourselves in giving our clients a first class service with financial and mortgage advice they can trust. Click here to view our CUSTOMER COMMENTS

We provide our services to a broad spectrum of people - irrespective of income and wealth. As financial advisors and mortgage brokers 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 and mortgage advice. Alternatively phone us on 0845 468 4660

Here are just a few examples where we can help:

EXAMPLE 1:
Client A is approaching his 65th birthday and has received retirement forms from his personal pension provider. He has various retirement options but isn't sure what is the best course of action.

SOLUTION: DM Financial Solutions are able to contact other annuity providers in the marketplace and enable him to achieve a higher income than his current personal pension company could offer. We also completed all the forms / applications through to conclusion.

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EXAMPLE 2:
Client B is looking to buy her first home but doesn't know where to start, how much she should be borrowing or what type of mortgage is best for her.

SOLUTION: DM Financial Solutions are able to research the whole of the mortgage market and recommend the most suitable lender. We can help her understand her mortgage options and what is affordable. Again we complete the relevant aplications through to purchase.

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EXAMPLE 3:
Client C is retired and has a large sum in her bank account. She would like a better return on her capital and maybe take some income from her investments.

SOLUTION: DM Financial Solutions are able to research numerous investment funds to match her attitude to investment risk and recommend the most suitable funds and products. We can also provide ongoing portfolio reviews on an annual basis.

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EXAMPLE 4:
Clients D have a young family and do not have life insurance. They are also worried if they were unable to work due to sickness how could they survive financially.

SOLUTION: DM Financial Solutions are able to conduct a protection analysis and recommend the level of protection benefits required. Being independent we can obtain the most cost-effective cover.

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To find out how we can help or arrange a home visit please contact us on 0845 468 4660

 

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we charge a fee of 1% of the loan amount. Any commission we receive from the lender will be returned to you or used to offset a proportion of our fee.

The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Principal David Mulholland APFS, CeMAP

 

 

As independent financial advisors (ifa) We can provide independent pension, retirement and personal pension open market option advice on various pension plans and retirement products such as:

• Lifetime annuity
• With profit annuities
• Pension annuity
• Ill health annuity
• Enhanced pension annuity
• Personal pension
• Stakeholder pensions
• SIPP (self invested personal pensions)

So if you're looking for independant financial advice to cash your pension or to start a pension plan then please contact us.

In addition independent financial advisers can advise on investment products:

• Cash investments (bank accounts, national savings and Cash ISAs)
• Investment bonds
• Stocks and shares ISA
• Unit trust
• OEIC
• Fund supermarkets

Protection products consist of:

• Life insurance
• Critical illness insurance
• Income protection insurance
• Mortgage Payment Insurance

For Mortgage payment protection insurance we offer products from a selected panel of providers.

If you are trying to find a financial advisor (find an IFA) or mortgage advisors then look no further. DM Financial Solutions are independant financial advisers and mortgage brokers. We can liaise with the following on your behalf:

• Mortgage lenders
• Annuity providers
• Insurance companies
• Investment companies
• Pension scheme companies

As well as the above we also provide independent mortgage advice. Mortgage advisers can also be known as mortgage brokers. Our clients are normally individuals however we can also advise businesses and trustees. Businesses are typically looking for pension, retirement and employee benefits such as group life insurance or group income protection. Trustees may be needing independent investment advice.

 

 

We can provide independent financial advice throughout Uddingston, Glasgow, Edinburgh, Lanarkshire and Scotland including the following towns and villages: Airdrie , Ayr, Ballieston, Bathgate, Bearsden, Bellshill, Biggar, Blackwood, Blantyre, Bothwell, Burnside , Busby, Caldercruix , Cambuslang, Carluke , Carmichael , Carnwath , Chapelton , Clarkston , Coalburn , Coatbridge, Crawford , Crossford, Cumbernauld , Douglas , East Kilbride, Forth, Gartcosh, Glenboig, Hamilton, Kilsyth , Kirkfieldbank , Kirkmuirhill, Lanark, Larkhall, Leadhills, Lesmahagow, Muirhead, Motherwell, Newton Mearns, Paisley, Renfrew, Rigside , Rosebank , Rutherglen , Salsburgh , Shotts , Stonehouse , Strathaven, Tannochside, Tollcross, Viewpark and Wishaw

 

To arrange a financial consultation please phone 0845 468 4660 or click here to visit our CONTACT US page.