About Us

We are Independent Financial Advisers based and as such can offer you unbiased financial advice from the marketplace as a whole.

IFA in Glasgow Lanarkshire

Based in Uddingston we are able to provide consultations in the comfort of your home or place of work. The majority of our clients reside throughout the Glasgow and Lanarkshire area and in some instances further afield. Using technology we can provide services throughout the whole of the UK.

With over 15 years experience in Financial Services we can provide a flexible, comprehensive and professional service.

We pride ourselves in giving unbiased honest advice.

You can have confidence in the knowledge and guidance we can offer. Our principal Mr David Mulholland has passed the Advanced Financial Planning Certificate, including papers in Pensions, Investments, Mortgages, Taxation and Inheritance Tax planning. We 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.

Whether you are looking for advice in a specific area, or a full financial review, we are in an excellent position to help you. Whatever your goals we are happy to accommodate!

Being independent allows us to work on YOUR BEHALF!!

Our flexible approach allows us to provide face to face consultations, conduct business by post or via the worldwide web.

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For advice on any of the above, Contact Us now.