Independent Financial Adviser in Glasgow, Lanarkshire

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As a family run firm of Independent Financial Advisors (IFA), DM Financial Solutions - Investment and Retirement Specialist provide home visits throughout Glasgow, Lanarkshire and Central Scotland. We pride ourselves in giving unbiased honest advice.

Our services extend to financial and mortgage advice in the following areas:

• Investing
• Mortgage advice
• Pensions and Retirement planning
• Life Insurance
• Inheritance planning

You can have confidence in the knowledge and guidance DM Financial Solutions - Investment and Retirement Specialist can offer. Our principal Mr David Mulholland has recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

This is the industry’s gold standard. It confirms that David has satisfied rigorous qualification criteria and membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct.

David has passed the Advanced Diploma in Financial Planning, including several papers in Pensions, Investments, Mortgages, Taxation and Inheritance Tax planning. DM Financial Solutions - Investment and Retirement Specialist are also members of the P.F.S (Personal Finance Society). David has also been awarded the 2004 Regional Trophy by the C.I.I (Chartered Insurance Institute) for outstanding results in his AFPC exams.

Personal Approach

DM Financial Solutions - Investment and Retirement Specialist are a family run business and believe clients want a more personal approach when planning their future. Based in Uddingston, Lanarkshire, Glasgow, DM Financial Solutions - Investment and Retirement Specialist are able to provide consultations in the comfort of your home. With over 17 years experience in Financial Services, DM Financial Solutions - Investment and Retirement Specialist can provide a flexible, comprehensive and professional service.

Our clients are ordinary everyday people and our services not reserved for the wealthy. As financial advisors and mortgage brokers we are independent and therefore can search the market for you. We work on your behalf.

Whether you are looking for advice in a specific area, or a full financial review, DM Financial Solutions - Investment and Retirement Specialist are in an excellent position to help you. Whatever your goals DM Financial Solutions - Investment and Retirement Specialist are happy to accommodate!

Specialist Areas

Effective financial planning revolves around the provision of practical solutions for your current and future requirements. Our experienced team of fully qualified advisors possess in-depth knowledge of specialist areas such as:

• Investments: including ISAs, Bonds & Unit Trusts etc.
• Retirement Planning: including Personal Pensions & Stakeholder, Annuities etc.
• Insurance: Life, Critical Illness and Income Protection.
• Medical Expenses Planning: including Private Medical Insurance etc.
• Savings: including monthly premium ISAs and Unit Trusts, Friendly Society plans etc.
• Inheritance Tax Planning: advice upon how to minimise inheritance tax e.g. Nil Rate Band planning, Lifetime gifting, use of Annual exemptions, use of Trusts etc.
• School Fees Planning: including methods where parents or grandparents can fund immediate or future fees using a variety of arrangements with the added potential to reduce inheritance tax.
• Business & Corporation Planning: including Stakeholder & Group Pensions, Partnership & Director Insurance, Employee Benefits etc.
• Mortgages & Remortgages: including, Offset, Flexible Buy to Let, Fixed rates, Trackers etc.

Your property may be repossessed if you do not keep up repayments on your mortgage.

For mortgages, DM Financial Solutions - Investment and Retirement Specialist charge a fee of 1% of the loan amount. Any commission DM Financial Solutions - Investment and Retirement Specialist receive from the lender will be returned to you or used to offset a proportion of our fee.

What to do next?

DM Financial Solutions - Investment and Retirement Specialist believe there is no substitute for the provision of financial advice on a 'face to face' basis, especially when dealing with complex issues and would invite you to contact DM Financial Solutions - Investment and Retirement Specialist to arrange a convenient appointment.

Using technology DM Financial Solutions - Investment and Retirement Specialist can provide advice throughout the UK however the majority of our clients reside throughout the following areas:

• Uddingston
• Bothwell
• Glasgow
• Lanarkshire
• Hamilton
• Motherwell
• Larkhall
• Blackwood
• Douglas
• Stonehouse
• Strathaven
• Cumbernauld
• Kirkmuirhill
• Lesmahagow
• Blantyre
• Cambuslang
• East Kilbride
• North Lanarkshire
• South Lanarkshire
• Bellshill
• Lanark
• Carluke
• Airdrie
• Coatbridge
• Wishaw

DM Financial Solutions - Investment and Retirement Specialist pride ourselves in giving our clients a first class service and financial and mortgage advice they can trust. Our CUSTOMER COMMENTS speak for themselves.

Contact Us

Feel free to CONTACT US with initial enquiries. DM Financial Solutions - Investment and Retirement Specialist will be able to give an idea of how we can help and possible costs involved. Much of our income is generated by commission from lenders and product providers such as insurance companies and investment houses. In addition to this, our overall remuneration is supported by fees.

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