WHAT WE DO
As an Independent Financial Adviser (or IFA) we offer independent advice on financial matters. We work on our client's behalf and do not represent any product provider such as banks or insurance companies.
Therefore we can recommend suitable financial products from the whole of the market.
We are a small family firm and our adviser David Mulholland provides home visits throughout Central Scotland.
Consultations are normally provided throughout Lanarkshire, Glasgow, Edinburgh, Lothian, Edinburgh, Renfrewshire and Ayrshire.
DM Pension & Investment Solutions Ltd can provide advice on:
At our first meeting We will typically carry out a review of your financial circumstances and discuss your goals and areas of advice that are important to you. This also gives you an opportunity to meet our adviser David Mulholland.
After the first meeting we will provide a 'service agreement' which will cover how we are paid and the costs we have agreed.
We will then:
- conduct research
- liaise with existing policy providers where relevant
- issue initial recommendations
A second appointment is then arranged to discuss our advice in more detail.
After our second meeting we will carry out any agreed action and complete all paperwork and applications for you. We will see this through to completion, keeping you fully informed at each step.Click here to view FEEDBACK from our existing customers.
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.
To find out how we can help or arrange a home visit please contact us on 01698 815 006