Financial Adviser – Reliance Financial Services
Personal & Corporate Financial Advice & Planning
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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
The value of a financial adviser
Highly Recommended
15th July 2025
I would highly recommend using Reliance Financial Services
Both David and Karen kept me informed of what was going on at every stage and given that I had several Pensions that needed to be reconciled that was no mean feat
Friendly expert advice
3rd June 2025
David is friendly, approachable and has offered us excellent financial advice. He visited us at home and has also held Teams meetings online. He (and Karen) have always been at the end of a phone call or email to offer advice or answer questions.
For financial novices like ourselves it has been reassuring to know that no question has been too silly for David to answer!
Highly recommend
21st March 2025
For anyone with any doubts, I have been with Reliance Financial services for coming up to six years now and I can’t speak highly enough for them.
Both David and Karen are outstanding at what they do, David will spell out everything you need to know about how to invest and will recommend the right direction you should go down regarding your financial circumstances.
So easy to deal with and put your trust with and I would not hesitate to recommend them to you all.
Business Works
South Shields
Tyne & Wear
NE33 1RF
Tel: 0191 4274598
Email: info@reliancefinancial.co.uk