MEET OUR ADVISER
Our adviser David Mulholland has over 20 years experience providing financial advice on areas such as pensions and investments.
David has been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII). This is the industry's gold standard for individuals and firms of financial planners. It confirms that we have satisfied rigorous qualification criteria and membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct.
David has also passed the Advanced Diploma in Financial Planning and the Fellowship programme with the PFS which is the highest qualification awarded by the CII.
Recently David's exam achievements were recognised by the Insurance and Actuarial Society of Glasgow when he was awarded the Turris Partnership Trophy for his Fellowship exam results in 2016.
"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.
To find out how we can help or arrange a home visit please contact David on 01698 815 006 or REQUEST A CALL BACK HERE