You can have confidence in the knowledge and guidance we can offer. Our principal and adviser David Mulholland 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, including several papers in Pensions,
Investments, Mortgages, Taxation and Inheritance Tax planning. We are
also members of the P.F.S(Personal Finance Society).
David has also been awarded the 2004 Regional Trophy by the C.I.I (Chartered Insurance Institute) for outstanding results in his AFPC exams.
Whether you are looking for advice in a specific area such as investing, annuity advice, drawdown advice, pension planning or a full financial review, we are in an excellent position to help you. Whatever your financial goals we are happy to accommodate!
To arrange a home visit please phone 01698 815 006 or visit our CONTACT US page.
We are a small family run firm of Independent Financial Advisors (IFA) and provide home visits throughout Glasgow, Lanarkshire, Edinburgh, Ayrshire and Central Scotland.