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  11. d2 Financial Solutions Limited

d2 Financial Solutions Limited

Independent Financial Adviser  D2 Financial Solutions, Pavilion 4, Paisley, Renfrewshire, PA3 2RB
First meeting at adviser's own cost
At D2 Financial Solutions our aim is simple - to deliver good-quality advice in a clear and concise manner to help our clients achieve their goals. We provide advice across all areas of financial services, with particular expertise in pensions and investments.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
David Munn
Head of Advice

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Keith Dickson
Director

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Lesley Deas
Adviser & Head Paraplanner

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
Both Susan and myself would like to thank your team for all the help and professionalism. We really did appreciate their dedication and commitment.
Mr B & Mrs S Murdoch, Girvan
Your analysis is comprehensive, understandable, and you have appropriately considered and reflected my objectives in your recommendation. I will have no hesitations in recommending you.
Mr H Grant, Airdrie
About us

D2 Financial Solutions is an owner managed independent financial services business serving clients in Glasgow and the Central Belt.

Where to find us
Head office address: d2 Financial Solutions, Pavilion 4, 6 Marchfield Drive, Wespoint Business Park, Paisley, Renfrewshire, PA3 2RB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 19th October 2020

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