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Financial Services • St Ives, England, United Kingdom • 1-10 Employees
Key Contact at Denis Mulholland Financial Solutions
Rachel Mulholland
Director
Company overview
| Headquarters | Devonshire House, 16 The Broadway, St Ives, Cambridgeshire PE27 5BN, GB |
| Phone number | +447842622682 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, NHS, Financial Solutions, Armed Forces, Protection Planning, Investment Planning, Intergenerational Wealth Management, Business Investment Planning And Protection, Public Service Pension Planning |
| Founded | 2019 |
| Employees | 1-10 |
About Denis Mulholland Financial Solutions
We are a family run business based in Cambridgeshire, specialising in retirement planning for the public services. Our ethos is simple, we put YOU at the heart of everything we do. Using our 3-step approach we: Listen to your financial dreams and aspirations Plan with you to provide trusted financial solutions – empowering you to Realise your financial future We advise in the areas of: Retirement Planning Investment Planning Inter-generational Wealth Planning Protecting you and your finances As a retired Army officer and former Pension Adviser with the Armed Forces Pension Society, Denis understands the intricate needs of service personnel and members of the public services. Our company is in a unique position, being able to deliver specialist advice to service personnel, veterans, public servants and their families; recognising the need to integrate both civilian and service requirements. Our aim is to establish lifelong relationships with our clients and their families, providing simple, yet trusted financial solutions. By regularly reviewing and adapting your plan with you, we hope to provide fluid financial solutions that reflect your journey through life. The value of your investment can go down as well as up. You could back less than you invested. Denis Mulholland Financial Solutions Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 11/04/2022
Employees by Management Level
Total employees: 1-10
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Denis Mulholland Financial Solutions has never raised funding before.
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