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.
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.
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 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.
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.
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.
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.
Reviews (8)
Lyndsay McGuire
Jun 23, 2021
Report
Stewart Hadden
May 27, 2021
Report
David helped me transfer my old Merchant Navy pension scheme, i have some knowledge of financial services and knew this would be complicated. Right from initial contact through to completion David kept me well informed and up to date. I cannot recommend David highly enough, if i or my family need any advise in the future David will be the person i call 100%
Owen McFadden
Mar 25, 2021
Report
Yvonne O'Hara
Feb 15, 2021
Report
Andrew Boaden
May 11, 2018
Report
After looking for a local Financial Advisor, I rang DM Pensions & Investments Solutions Ltd and was glad I did.
We arranged for a home visit and there received info about their services, I was asked about my requirements and given clear advice and explanations of the options open to me, including the pitfalls of some.
Because of the climate of the financial sector at this time, I was not expecting a lottery win, but DM came through with a package that I was happy with and that suited my requirements.
I was kept up to date of any information received from the pension providers.
All I can say
We arranged for a home visit and there received info about their services, I was asked about my requirements and given clear advice and explanations of the options open to me, including the pitfalls of some.
Because of the climate of the financial sector at this time, I was not expecting a lottery win, but DM came through with a package that I was happy with and that suited my requirements.
I was kept up to date of any information received from the pension providers.
All I can say
Corrie Sannox
May 03, 2017
Report
Janet Geddes
Nov 07, 2015
Report
I contacted David with a pension sharing issue. He came to my house and talked me through everything. David is very approachable and explains everything in a way that is easy to understand. I have been with the company for over a year and the professional and personal touch combine in a way that makes me feel I'm part of the DM Solutions family. I would recommend (and have done recently) to family and friends in need of independent, trustworthy financial advice.
Karen L. Cleland
Oct 13, 2015
Report
David provided me with a call back to explore what my options were for starting up a private pension. What really impressed me was that although I didn't require his service at present he advised me on what I could do in the meantime which I really appreciated. He explained things clearly and I would recommended calling him if you are considering using an IFA for honest and professional advice.
