We are a small family run firm of Independent Financial Advisers (IFA) 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 friendly and professional service with home visits throughout Lanarkshire, and Glasgow although we can help clients further afield in Renfrew, Ayrshire, Lothian, Edinburgh and Central Scotland.
First appointed DM Pensions approx. 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%. EXAMPLE 1: Client A is approaching his 65th birthday and has received retirement forms from his personal pension provider. He has various retirement options but isn't sure what is the best course of action.
SOLUTION: DM Pension & Investment Solutions Ltd are able to contact other annuity providers in the marketplace and enable him to achieve a higher income than his current personal pension company could offer.
First appointed DM Pensions approx. 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%. EXAMPLE 1: Client A is approaching his 65th birthday and has received retirement forms from his personal pension provider. He has various retirement options but isn't sure what is the best course of action.
SOLUTION: DM Pension & Investment Solutions Ltd are able to contact other annuity providers in the marketplace and enable him to achieve a higher income than his current personal pension company could offer.
Services
As an Independent Financial Adviser (or IFA) we offer independent advice on financial matters such as pensions and investments.
We work on our client's behalf and do not represent any product providers such as banks or insurance companies.
Therefore being independent allows us to recommend suitable financial products from the whole of the market.
We are a family firm and our adviser David Mulholland provides home visits throughout Lanarkshire, Glasgow and Central Scotland.
At our first meeting we will typically carry out a review of your financial circumstances and discuss your goals and areas of advice that are important to you.
We work on our client's behalf and do not represent any product providers such as banks or insurance companies.
Therefore being independent allows us to recommend suitable financial products from the whole of the market.
We are a family firm and our adviser David Mulholland provides home visits throughout Lanarkshire, Glasgow and Central Scotland.
At our first meeting we will typically carry out a review of your financial circumstances and discuss your goals and areas of advice that are important to you.
We are a small family run firm of Independent Financial Advisers (IFA) 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 friendly and professional service with home visits throughout Lanarkshire, and Glasgow although we can help clients further afield in Renfrew, Ayrshire, Lothian, Edinburgh and Central Scotland.
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 friendly and professional service with home visits throughout Lanarkshire, and Glasgow although we can help clients further afield in Renfrew, Ayrshire, Lothian, Edinburgh and Central Scotland.
First appointed DM Pensions approx.
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%.
David took away the stress and any anxiety that could have occurred by speaking to pension providers and arranging best annuity available.
Any queries that arose he was always available to get an answer.
I would certainly recommend DM Pension & Investment Solutions Ltd to family and friends.
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%.
David took away the stress and any anxiety that could have occurred by speaking to pension providers and arranging best annuity available.
Any queries that arose he was always available to get an answer.
I would certainly recommend DM Pension & Investment Solutions Ltd to family and friends.
Before drawing your pension benefits from an existing pension scheme, it pays to seek independent financial advice.
Transferring an existing personal pension into flexi access drawdown to provide more flexibility and control over income.
Considering a defined benefit/financial salary transfer for more flexible benefits, higher tax free cash or improved death benefits.
As an adviser, we compare what's on the market and find you the right product for your needs and circumstances.
We complete all the paperwork and liaise with your current pension provider to make the transition to flexi-access drawdown as smooth as possible.
Transferring an existing personal pension into flexi access drawdown to provide more flexibility and control over income.
Considering a defined benefit/financial salary transfer for more flexible benefits, higher tax free cash or improved death benefits.
As an adviser, we compare what's on the market and find you the right product for your needs and circumstances.
We complete all the paperwork and liaise with your current pension provider to make the transition to flexi-access drawdown as smooth as possible.
Defined Benefit pensions, also known as a Final Salary pension, provide a guaranteed income for life.
These pensions would normally include annual increases and provisions for a spouse and possibly dependent children in event of your death.
Generally it is not normally in your best interests to transfer from a defined benefit pension scheme as these arrangements will provide you with a guaranteed and sustainable income when you retire.
There may some very specific occasions where it may be a good idea to transfer however this would very much depend on your own individual circumstances.
These pensions would normally include annual increases and provisions for a spouse and possibly dependent children in event of your death.
Generally it is not normally in your best interests to transfer from a defined benefit pension scheme as these arrangements will provide you with a guaranteed and sustainable income when you retire.
There may some very specific occasions where it may be a good idea to transfer however this would very much depend on your own individual circumstances.
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