DM Pension & Investment Solutions Ltd

Independent Financial Adviser 6 Leesland, Uddingston, Glasgow, G71 6TW
First meeting at adviser's own cost
Response rating
7.9/10
FCA verified
12th November 2018
Family firm providing home visits. Specialists in pensions, investments, drawdown and pension transfers from final salary & defined benefit schemes.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Estate planning
    • Taxation planning
Meet our advisers
David Mulholland FPFS Chartered Financial Planner
Chartered Financial Planner - Independent Financial adviser
Accreditations
Chartered Financial Planner
What our clients say
David was very reliable and filled me with confidence that would do the best for m
J Hutchison, Uddingston
We are very happy with DM Pension & Investment Solutions Ltd. David is a very easy adviser to deal with. Everything is clearly explained and he always goes that extra mile to be helpful
J Taylor, Carluke
Excellent financial advice over several years. I am now in a position to have a comfortable retirement
M Lightbody, Carluke
Always available when needed. Communication excellent and only wish I had sought advice ten years ago
C Herbertson, Wishaw
First appointed DM Pensions approx. 5 years ago, sound advice, then appointed DM Pensions to assist and advise March 2017, on my retirement. David was extremely helpful. Would like to say thanks again for your advice and to congratulate David of the way he worked on my retirement. Everything went through 100%
W McParland, Uddingston
Where to find us

6 Leesland, Uddingston, Glasgow, G71 6TW

Contact us
About us

We are a small family run firm of Independent Financial Advisers (IFAs) with a focus on pension and investment advice. Whether you are approaching retirement and need help with your options or have capital to invest we can help. We are also pension transfer specialists and can guide you through this complex area.
We provide a very friendly and professional service with home visits mainly, throughout Lanarkshire, and Glasgow.

"My aim is to make the advice process easy for my clients. I provide a friendly, professional and transparent service. I take great pride in the client testimonials I receive. Frequently clients are worried at key stages in their life, such as retirement. My goal is to remove this anxiety and handle the whole process from start to finish."
David Mulholland
Chartered Financial Planner

We specialise in Pensions, Investments, Pension Transfers & Retirement Options.

We are independent and therefore work on your behalf.

Our services

We provide tailored solutions to our client's individual needs and goals. We take time to listen and understand what is important to you. We specialise in Pensions, Investments, Pension Transfers & Retirement Options.
A friendly professional service. We are a small family firm providing home visits across Lanarkshire, Glasgow, Edinburgh and Ayrshire.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

*First meeting at adviser's own cost. Note this may be restricted to a telephone meeting.

DM Pension & Investment Solutions Ltd is authorised and regulated by the Financial Conduct Authority

National Savings, Trust Planning and some forms of estate / taxation planning are not regulated by the Financial Conduct Authority.

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