David Singh Financial Services
NE40, Ryton
(23)
NE40, Ryton
(23)
We believe that personal and dedicated individual treatment is required to fulfil a specific individual's needs. Therefore, in the first instance we ensure that a thorough fact find into a person's financial life is conducted on a free of charge basis in order to obtain a holistic insight before any options are taken.
Show more
23 customer reviews
Gordon Rees
Wills and Estate Planning
It was very easy working with David Singh. at our first meeting I explained my requirements and away he went and the result was more than expected. No issue was too much, there was constant communication as the process was ongoing. Very Pleased with the result More...
Frances Weatherspoon
David is a very knowagble understanding and very good at explaining everything you need to know about Wills and LPA and Insurance financial in fact anything he put you at ease he has a great deal of patience you can ask him anything and he will explain he's very chatty.
David has worked very hard made heven knows how many phone call on our behalf sent numerous Emails my self and my husband are so grateful for his assistance for all he has done on our behalf Truly wonderful
Thank you so much your a star in our eyes
More...
Barbara robinson
Wills and Estate Planning
Very patient and clear and knowledge
Lorraine Bell
Wills and Estate Planning
David very helpful. Good advice and face to face rather than over the phone. Would recommend
Joan Dryden
Wills and Estate Planning
David is very knowledgeable and helpful. His clear explanantion of wills, power of attorney and trust funds has been instrumental in our decision to complete a will etc.
Couldn`t have moved forwards without his help.
More...
Dr. Bill Ryder
Wills and Estate Planning
Interesting, positive and persistent
Michael Chapman
Wills and Estate Planning
David was punctual, prepared and knowledgeable during my home visit. Took his time talking me through my various options of Estate Planning and leaving me time to absorb the information without pressure. I’ve happily given the go ahead with my Will and LPA’s and I’m seriously considering following up with a Lifetime Trust. David’s door is always open to me should I require more information. More...
sarah
Wills and Estate Planning
David explained the whole process and has been very helpful. Reasonable prices too. Highly recommended.
Geoff Pickard
Wills and Estate Planning
David was very thorough, knowledgeable and diligent when assessing my requirements. Prices were competitive for advised products.
Chris & Sue Davies
Wills and Estate Planning
Very efficient and informative. No pressure sales, pure advice.
John Pinkney
Wills and Estate Planning
Friendly, professional and very helpful. Listened and answewred questions well.
peter lanning
Wills and Estate Planning
very clearly explained the product that i required
Mrs Ann McKeown
Wills and Estate Planning
I found working with David Singh a pleasant experience as he explained everything very clearly to me.
Carole
Wills and Estate Planning
Very friendly and local which I was looking for going to do a will for me my husband and my mother at a really good price
Ian Pickering
Wills and Estate Planning
Excellent service, explained everything in detail.
Claire
Wills and Estate Planning
Great professional service explained everything in detail and friendly service. Explained
Steve Williams
Wills and Estate Planning
David has provided me with what I currently require and also some options to consider for the future very professional service
Marcel
Wills and Estate Planning
The decision we took was based on David being near us, and him paying us a F2F visit.
Paige robson
I have used David Singh financial services for a Will and some life insurance. From start to finish it was professional, easy and safe.
Ronald davison
Perfect service, I feel secure with the added benefits. Can’t ask for more.
Linda McVeigh
David reviewed my business protection in August. It was a pleasure dealing with David and his team. Everything was sorted remotely which to my surprise turned out to be so easy.
Rob Mcgettigan
Great Service - Great Staff - Great Value - Couldn't be more helpful.
Thank you
Peter Forbes
David helped me with my Will and power of attorney, he was professional and empathetic from the start. I can only say thank you.
What do you love most about your job?
Building relationships with clients in order to ensure they receive the security they require and utilizing my wealth of experience and knowledge.
Every client is different, one thing I love about my job is fitting pieces of the puzzle together, obtaining a holistic insight into the full financial and personal circumstances to put together a tailored package for a family's financial security, Knowing that a clients legacy is intact and passed to the right people.
What inspired you to start your own business?
To offer a fully reliable, honest service, assisting clients to protect Incomes, Assets and Family Security in the event of life's unfortunate eventualities.
Why should our clients choose you?
Our experience spans over 20 years including advising on pensions, investments, mortgages and stock broking, with this wealth of experience and knowledge our focus is now on family, asset and business protection and we adhere to a strict process in order to obtain a holistic insight to financial and personal circumstance before any options are taken, so that our clients can make a fully informed decision before any options are taken.
Can you provide your services online or remotely? If so, please add details.
We provide remote, online and face to face services along with a secure online portal, in which original documents can be viewed and managed.
What changes have you made to keep your customers safe from Covid-19?
We offer appointments via video calling who are out of reach or would prefer a contactless service , have all the necessary PPE equipment and adhere to the government guidelines.
Commercial Finance
Life Insurance & Health Protection Specialists
Trusts
Will
Lasting Power of Attorney
