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.

As a small family run firm of Independent Financial Advisors (IFA). Based in Uddingston we provide home visits throughout Glasgow, Lanarkshire and Central Scotland.

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.

David has 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, mortgages, pensions, or a full financial review, we are in an excellent position to help you. Whatever your financial or mortgage goals we are happy to accommodate!

To arrange a home visit please phone 01698 815006 or visit our CONTACT US page.

Your property 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.

Financial advisor Glasgow ~ Mortgage Glasgow Scotland Lanarkshire Uddingston