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DM Pension & Investment Solutions Ltd

5.0(49 reviews)See reviews ↓·Glasgow

What customers say

Based on genuine customer reviews

Retirement planning and pension work bring clients to this Glasgow firm, and the feedback gathered from those relationships is consistently warm. David Mulholland is the adviser named in almost every account, and his patience in explaining complex pension and investment matters in plain language, at whatever pace suits the client, is a point that comes up often. A number of customers describe how he gathered full details before making recommendations, then produced a comprehensive suitability report and walked them through each section, answering questions and confirming the next steps along the way.

Others mention his help with transferring a late husband's pension fund, setting up an investment portfolio and arranging an annuity with Scottish Widows, all handled efficiently and without pressure. Reviewers frequently point to feeling confident and well informed throughout, with clear communication before and after the work and paperwork that was easy to follow. Matthew also earns praise for friendly, efficient assistance with a pension transfer. The recurring theme is thorough, jargon-free advice that leaves clients understanding where their money sits.

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Reviews

Reviews are taken from publicly available sources.

LO
Lynne O5 July 2026

DM Pension & Investment Solutions Ltd were recommended to us, and we couldn’t be happier with the service we received. They were professional throughout the entire process while explaining everything in clear, easy-to-understand terms. Whenever we had any questions, they were always available by phone or email and were quick to respond. We would highly recommend their services.

GB
Geraldine Beaton11 June 2026

DM Pensions & Investment and Solutions were recommended through a third party and this has been the best recommendation we have had. The expertise and professionalism was 5 Star. David Mulholland who dealt with our case was fantastic and provided detailed reports tailored to our requirements and made the process very straightforward and provided us with excellent service and kept us up to date in all aspects of dealing with Pension companies allowing us to make informed decisions. We would highly recommend this Company to anyone who requires financial and Pension advice 5 star recommendation

IH
Ian Harkin24 May 2026

I recently transferred the management of my pension fund to DM Pension & Investments Solutions Ltd. Matthew was friendly, knowledgeable and professional at all times. He kept me fully updated at each stage of the process. I would have no hesitation in recommending this company to anyone looking for financial advice.

SR
Scott Russell27 February 2026

Was looking to consolidate my pensions and got in touch with DM Pensions and so glad I did. David took time to go through the process with me and gave great advise. Know have everything in one place and can track my pensions progress. Certainly would highly recommend DM Pensions.

AH
Andy H6 November 2025

David provided a fantastic service, provided excellent advice and managed the process of consolidating pensions seamlessly. His advice and knowledge was invaluable I felt totally confident working with DM Pensions. David took care of every detail and made the process very easy and simple, would highly recommended.

MB
Michael Burke15 October 2025

We approached David for advice on the suitability of a pension transfer. We found David's professional knowledge, skills and experience to be invaluable. We also found David to be completely trustworthy and dependable. This was a first class experience from start to finish - we are completely satisfied with the outcome. We would have absolutely no hesitation in recommending David to family and friends for any future financial/pensions work.

KB
Katherine Burke13 October 2025

Excellent independent pension advice David is very personable and took time to understand our concerns. He is extremely professional and helpful. He kept us informed of what to expect throughout the process and was available to explain things and answer any queries quickly. It felt very much like he took care of us the way he would have looked after his own family. The results were better than we thought possible – a very successful pension transfer. All his hard work and expertise are much appreciated. K Burke, East Kilbride

Financial advisers in Glasgow compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Glasgow are compared.

RankProviderRatingReviewsOpen Sat.
1DM Pension & Investment Solutions Ltd (this page)★ 5,049No
2KPW Investments★ 5,050No
3Martin Campbell Financial Management★ 5,044No
4One Four Nine Wealth (Glasgow)★ 5,097No
5The McKnight Financial Group★ 5,056No
Contact
+441698815006www.face2faceadvice.co.uk6 Leesland, Uddingston, Glasgow G71 6TW
Working hours
Monday09:00–17:30
Tuesday09:00–17:30
Wednesday09:00–17:30
Thursday09:00–17:30
Friday09:00–17:30
SaturdayClosed
SundayClosed