Testimonials

Read some of the feedback received from clients.
Mr Daljit Dhillon has been my financial adviser for just over two years since my husband died. From the first meeting I found him dedicated to his job, professional in his application, reliable, helpful and pleasant. His ease of manner gave me confidence and his advice suggested realistic options fo...
Felicia Primrose Doris Glover | Retired Teacher, Birmingham
Daljit has been my financial adviser for 5 years. He is not only very knowledgeable and insightful, he is also very personable and practical. He treats all his clients as equally important and talks at our level. He has saved me £1000s personally with his great advice- I would definitely recommend h...
Michael Cope | Human Resources Manager, Epsom
Buying a house and relying on releasing equity is not as straightforward as one might imagine. At such moments you need a professional, and Dal was that person in our case. What stood out was that he was always at the end of the phone and would speak calmly to allay our worries. We always felt that ...
Mr Appollo Fonka | Team Leader Housing Standards
Daljit has given us some fantastic and trustworthy advice, and has always put our needs at the forefront of the process. I am happy to recommend him to anyone and recognise that the service and support offered throughout the whole process is both personal and first-class. Thank you!
James Webster | Teacher, Walsall
Dal has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. He always listens to me and is happy to re-explain anything I did not understand. He works at the pace I want, which I like. I would not hesitate in recommending him to ...
Rajinder Shinmar | Bank Official
Daljit's knowledge, advice and support was so valuable throughout the process of me buying my first home. I would continue to keep in contact for future projects with him as his service is priceless and trustworthy. I would highly recommend him to my family and friends.
Louise Givans | Graphic Designer

Dal has been a god send and has gone above and beyond to help, give advice and options without being the least bit pushy. He works at times convenient for me and not the normal 9 to 5. 

He was recommended to me and I’m very reluctant to trust people. Dal is a person I can now say I trust a...

Julie Martin | NHS Manager
Daljit has been looking after my financial affairs for several years. Without hesitation, I would recommend him, as I have always found him available for help and support. As a widowed pensioner without much financial knowledge, I am happy to take his advice as I know it will be in my best interests...
Carol Ashley | Retired
I have known Bob Singh for at least 15 years as a financial adviser. I have always found him a very honest trustworthy and respectful person. Any advice he has given me has always worked out to be exceptional and I would not hesitate to recommending him to any of my friends or anyone else I know.
Patricia Chadbone | Retired
Dal has been a wonderful source of advice and support with all my financial issues. He has always been very helpful and approachable. During a very difficult time health wise Dal was very kind and his advice regarding life insurance and critical illness was an enormous help and meant that I did not ...
Private Client
Dal is personable, reliable and conscientious. He will always go the extra mile to provide the best financial advice. Highly recommend.
Colin Dickson | Retired, Newcastle-Under-Lyme
I first had financial dealing with Bob many years ago and never forgot him, therefore when I need financial advice recently I went in search of him, and I'm happy to say he has not disappointed me with his professionalism to the job.  The service  had been exceptional to date and I've recommend...
Margaret Joseph, Retired

I was recommended by a friend to use St. James's Place, I contacted Dal from the reviews on his profile page. I am glad I did he has helped me with all my pension needs. He explains things really well and provided excellent service and will definitely use Dal for my finances in years to come. 

Phil Smith, HGV driver, Wednesbury

I have known Bob Singh for the past 7 years. When I was made redundant, I took my works pension of 40 years early. Bob gave me excellent advice on short-term financial and long-term investment needs, which enabled me to have a slightly early enjoyable retirement. Bob has always given me good advi...

David Rawlings | Wolverhampton ,Retired