Reliance Financial Services was founded in 1988 by David Ridley, a Financial Adviser based in South Shields. The business was centred on Mortgage, Life and Investment advice to the general public. By 1992 the client bank had grown to over 3000 local clients serviced by seven financial advisers.
Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs.
1 – Establish your goals
2 – Collect information
3 – Analysis
4 – Design your strategy
5 – Implement
6 – Regular Reviews
Financial Adviser for Savings & Investments
We can help you achieve a tax-efficient financial plan by providing advice that’s based on a thorough understanding of your personal circumstances and goals.
Financial Adviser for Retirement Planning
A pension is a tax-efficient, long-term savings plan. You can benefit from tax relief on the contributions you pay in and your pension pot has the potential to grow with minimal tax.
Financial Adviser for Protection
Life is full of surprises. So it’s important to be prepared if things don’t go to plan. Whether it’s an accident, hospitalisation or something more serious that knocks you off course, having the right protection insurance in place can make all the difference.
Financial Adviser for Mortgages
There are many types of mortgages available, numerous additional things to think about and costs to bear in mind. If you’d like more information, or would like help planning your first, or next property purchase, please get in touch.
The value of a financial adviser
David & Karen helped and guided us through every stage of purchasing our first home. We couldn’t be happier with the service they have provided and they made the whole process painless from start to finish. We will definitely be recommending them to friends and family in the future. A* service, thank you
I have dealt with David over a number of years, he always has a friendly demeanour. More importantly his knowledge and advice instil confidence and support those critical informed decisions. Highly recommended for an effective and friendly service.
Great Financial Advise
Dave and the team have been providing me with advise on mortgages and pensions for over 20 years. It’s always a reliable first class service.