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  11. DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Independent Financial Adviser  6 Leesland, Glasgow, G71 6TW
First meeting at adviser's own cost
I specialise in retirement options, pensions, investments and the transfer of final salary & defined benefit pension schemes. I have over 25 years experience as a Financial Adviser and have been awarded Chartered status.
We can advise you on
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Annuity purchase
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Defined benefit
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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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Pensions transfer
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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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Investment trusts
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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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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Response rating
7.8/10
phone Show number
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
Mr David Mulholland
Independent Financial Adviser
Accreditations
Chartered Financial Planner
What our clients say
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
Always available when needed. Communication excellent and only wish I had sought advice ten years ago
C Herbertson, Wishaw
Excellent financial advice over several years. I am now in a position to have a comfortable retirement
M Lightbody, Carluke
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
David was very reliable and filled me with confidence that would do the best for m
J Hutchison, Uddingston
About us

Whether you are approaching retirement and need help with your options or have capital to invest I can help. I am also a pension transfer specialist and can guide you through this complex area. I provide a 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 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

Our services

I provide tailored solutions to my client's individual needs and goals. I take time to listen and understand what is important to you. I specialise in retirement options, pensions, investments and the transfer of final salary and defined benefit pension schemes.

Where to find us
Head office address: 6 Leesland, Uddingston, Glasgow, G71 6TW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.8/10
phone Show number
check
FCA authorised
Last authorised 20th September 2021

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