Reviews of DM Pension & Investment Solutions Ltd. (Financial Consultant) in Glasgow (North Lanarkshire).

DM Pension & Investment Solutions Ltd

15 Reviews

15 Comments

Financial Consultant

Financial planner

6 Leesland, Uddingston, Glasgow G71 6TW, United Kingdom

Description

Information of DM Pension & Investment Solutions Ltd, Financial Consultant in Glasgow (North Lanarkshire)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of DM Pension & Investment Solutions Ltd

Reviews of DM Pension & Investment Solutions Ltd

S. H.

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%

J. G.

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.

Y. O.

David provided a very personal, efficient and professional service which met all of our needs. We appreciated his knowledge and advice relating to pension transfer and were kept informed every step of the way.

V. M.

I approached David for financial advice as over the years we had various policies from multiple companies but confusion reigned. I found David to be very thorough and took the time to explain to us in detail exactly what we have in terms of pensions and policies and the choices we would have going forward. It was a huge relief for us and we are now delighted that David is managing us and our financial affairs for us and we are totally confident in the advice he provides. I would have no hesitation at all to recommend David and his services.

T. H.

Right from the very outset David was extremely helpful and courteous. He was able to answer any questions we had and was always available. I was always kept up to date with info regarding my retirement plans and process.

A. B.

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 is that I can give them 5 stars for the Professional advice, help and attitude from DM Pensions & Investments Solutions Ltd. I can now look forward to my retirement.

K. L. C.

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.

J. T.

Contacted David, who had previously done excellent work for the family, regarding pension transfers from previous employers. He came to my house and explained all the options in an understandable and professional manner. Really impressed with the ongoing updates, great communication and timelines met. This is a first class organisation, rating 5/5".

L. M.

Found David to be very helpful, courteous and knowledgeable. He was always available any time we needed to contact him. Would recommend him to any family and friends. From Paul McGuire

S.

We approached David for a full review of our pensions and investment planning. He's a very pleasant person to deal with and provided sound and helpful guidance and we are more than satisfied with the services provided. We would happily recommend DM Financial Soultions

C. S.

I have used David in the past when I was cashing in my annuity for the best deal and found him very helpful. I therefore had no hesitation in calling on David again to rearrange our savings which he did with characteristic efficiency

O. M.

David was very professional at all stages of the process, always available to answer questions while offering a free, informative, introductory chat.

H. K.

Fantastic customer service, highly recommend!

W. M. A.

Used David for retirement advice and savings, I would highly recommend DM Pensions for their invaluable advice and professionalism.

C. H.

Very reliable, came to the house. Made organising my pensions effortless.

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