1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Scotland
  6. breadcrumb-arrow
  7. Renfrewshire
  8. breadcrumb-arrow
  9. Paisley
  10. breadcrumb-arrow
  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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021
Meet our advisers
Mr David Munn
Head of Advice

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

Mr 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

Miss 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
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
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
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:
Offers terms
Advice methods
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021

Similar advisers near you

Milne Craig
Independent Financial Adviser 0.56 mi
We offer an honest, down to earth approach to advising you from highly qualified staff with many years experience.
 
See profile
Advanced Asset Consultants
Independent Financial Adviser 1.08 mi
Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
 
See profile
Lisa Rooney - True Potential Wealth Management PA2
Restricted - whole of market 2.04 mi
A Qualified Financial Adviser with over 15 years’ experience working in the Financial Planning industry offering affordable, honest & transparent advice throughout Scotland.
 
See profile
Advanced Asset Consultants
Independent Financial Adviser 3.67 mi
Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
 
See profile