Denis Mulholland Financial Solutions Ltd

15/10/2024

Our expanding Practice in Cambridgeshire is recruiting a financial adviser due to our increasing client numbers. Ideally, we are looking to speak to someone who is Diploma qualified starting their journey as a financial adviser or looking to join a Practice who can offer full admin support.

We have full admin and paraplanning support in-house, as well as a very experienced owner - who also advises.

There are employed, as well as self-employed packages available.

If you would like to find out more, please get in touch on 07842 622682 or email [email protected]

08/01/2024

Puzzled about pensions?

If you have questions about pensions I can help.
Visit our “walk in” pension clinics at our office in St. Ives town centre for a no-obligation pension planning review.

Drop in any Monday between 1pm and 6pm and bring your pension information with you.

Or to book, call 01223 298221 or scan the QR code below
I will guide you through your options in a jargon-free way.

You can find our office at Devonshire House, 16 The Broadway, St. Ives, PE27 5BN (through the blue door and on the right).

The value of your investment can go down as well as up. You could get back less that 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).

SJP Approved 08/01/2024

07/07/2023

Puzzled About Your Pension?
Throughout July and August you can visit our “walk in” pension clinic for a no-obligation pension planning review.

Call 01223 298221 to book and bring your pension information along to our office in Broughton, Huntingdon (evening appointments available on request).
We’ll help you work out your options and piece together a retirement plan.

You can find our office at Broughton Business Centre, Causeway Road, Broughton, Huntingdon, PE28 3AR. Free parking is available.

T: 01223 298221
M: 07842 622682
E: [email protected]
www.dmulhollandfinancial.co.uk


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).
SJP Approved 29/06/2023

An Associate Partner Practice of St. James's Place Wealth Management. Find out how we can help you achieve your financial goals.

30/06/2023

The Value of Advice
Does Your Financial Plan Embrace All of Your Assets?
Thursday 6 July 2023 at 12.30pm to 1.30pm
https://sjp-co-uk.zoom.us/webinar/register/2716789852198/WN_hB2s2_KZQvWYYzId7EzM1w

Are you ready to take control of your financial future?
Find out how to maximise tax efficiency by considering all assets when designing and implementing a financial plan.

Join us for this exclusive webinar hosted by tax and trust specialists Tony Wickenden and Marcia Banner from our Technical Connection division.

Together they will cover a variety of topics including savings and Investment planning, property and private businesses.

All stages of your financial journey will be considered; from accumulating wealth, spending wealth in retirement and transferring wealth to the next generation.

This event is perfect for anyone who wants to make the most of their assets and minimize their tax liabilities so don’t miss the opportunity to gain some valuable insights from experts within this field.

The value of your investment can go down as well as up. You could get 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 21/04/2023

29/06/2023

How is your pension performing?

If you have questions about pensions I can help.
Visit our no-obligation pension clinic for a pension planning review.
Running throughout July and August I am offering “walk in” pension clinics at our office in Broughton, Huntingdon (evening appointments available on request).

Simply call 01223 298221 to book your appointment and bring your pension information with you. We will guide you through your options in a jargon-free way.

You can find our office at Broughton Business Centre, Causeway Road, Broughton, Huntingdon, PE28 3AR. Free parking is available.



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).

SJP Approved: 29/06/2023

03/02/2023

https://cloud.comms.sjpp.co.uk/tax-year-end?practiceCode=917016Y&partnerCode=917016Y&concept=number&utm_source=social&utm_medium=facebook&utm_campaign=number_partner_pension_tye&utm_source=sfmc&utm_term=Click+here&utm_content=190993&utm_id=15c1959d-de6f-4b03-ba01-50d6884eab64&sfmc_id=512548744&sfmc_activityid=4c5cb721-c7dd-4e29-a908-626a9f87b60e&utm_medium=email

22/02/2022

Are you a business owner or thinking of starting a business? If you have questions or would like to find out more information about:
· Accounting – what kind of business structure is best for you, tax, bookkeeping.
· Pensions – What are your obligations as an employer, pensions for small business owners and retirement planning.
· HR – Growing your business, recruiting, employing staff, keeping your workforce happy and engaged.
Then join us for an interactive panel discussion on Tues 1st March at 1030am and put your questions to the experts. There is no cost for joining us so why not get the answers you need to take your business ideas to the next level.

Register Here:

Join our panel discussion and put your questions to our experts. Get the answers you need to take your business ideas to the next level. This session we will be joined by: Wendy Slate, HR Consultant and Director at Breedon HR Nicola Smith, Accountant and founder of Smiths Accountancy Denis Mulhollan...