We were looking for a new financial advisor. We didn’t really know where to start until we found Local Financial Advice. We were offered several options of which we researched them and picked the one... Ver mais
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Veja o que dizem as avaliações
This local Financial Advice, very helpful and knowledgeable in many ways. I know that my pension fund will be safe with them and like 👍that I am able to keep email's and messages and phone 📱 calls a... Ver mais
Was a very informative conversation and I am now awaiting a call from a specialist in my required area. Will recieve a follow up call also to check everything was explained and or arranged to my sat... Ver mais
The response to my email was super quick, Rachel was absolutely superb, could not ask for better. Made an appointment then and there for a face to face with an adviser, and, followed that with emails... Ver mais
A empresa respondeu
Detalhes da empresa
Sobre Local Financial Advice
Escrito pela empresa
When it comes to making important financial decisions, getting quality advice is crucial. At Local Financial Advice we’re dedicated to helping all of our users to gain access to professional, responsible financial advisors in their area.
Our free service is built around a series of customer promises aimed to ensure that all users get the advice they need for any financial situation.
LocalFinancialAdvice.co.uk is a trading style of Lead Technologies (Europe) Limited who is authorised and regulated by the Financial Conduct Authority for making arrangements with a view to delivery of regulated financial services. Lead Technologies (Europe) Limited a company incorporated in England and Wales (6574342). VAT No. 940 1155 60.
Regulatory DisclosuresWhy choose Local Financial Advice?
Escrito pela empresa
- Rapid Response
- When you submit an enquiry, we’ll match you up with a local advisor. Your advisor will respond to your enquiry either on the same or on the next business day.
- Free initial consultation
- Once you've been matched with an advisor, you’ll have the opportunity to book a free, no-obligation initial consultation.
- Carefully selected, qualified advisors
- We only work with advisors who meet our exacting standards. All advisers referred via our service are professionally accredited by the Financial Conduct Authority (FCA).
- Impartial, personally tailored advice
- All of the advisors we recommend are fully qualified and impartial.
Our promise
100% Satisfaction Guarantee
100% satisfaction guarantee – We conduct regular reviews to ensure all of our advisor partners are continuing to meet our professional standards. However, if for any reason you’re not completely satisfied with your advisor, we’ll source you a new one.
Informações de contato
Lead Tech, Pool Business Park, Pool Road, Pool in Wharfedale, LS21 1FD, Leeds, Reino Unido
- 0800 008 6169
- enquiries@localfinancialadvice.co.uk
- localfinancialadvice.co.uk
4,7
Excelente
1 mil avaliações
Pede aos clientes que avaliem
Esta empresa convida seus clientes a deixarem avaliações, sejam elas positivas ou negativas
Respondeu a 80% das avaliações negativas
Normalmente responde dentro de 1 mês
Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Resposta da Local Financial Advice
Hi Jonathan,
Thank you for your kind words. We're delighted to hear that your experience with our team was professional, honest, and trustworthy.
Providing a professional and transparent service while helping customers connect with a regulated financial adviser is something we take great pride in.
All the best,
The Local Financial Advice Team
Friendly quick informative
26 de maio de 2026
Resposta da Local Financial Advice
Hi Audra,
Thank you for your review. We’re pleased to hear that you found the service friendly, quick, and informative.
Providing a simple and efficient experience when arranging appointments is exactly what we aim for.
All the best,
The Local Financial Advice Team
Fantastic response time and Rachel is a star.
The response to my email was super quick, Rachel was absolutely superb, could not ask for better. Made an appointment then and there for a face to face with an adviser, and, followed that with emails directly after our call. Absolutely amazing. Would highly recommend this service so far as there are others out there not too interested but tell you how much they charge.
21 de maio de 2026
Resposta da Local Financial Advice
Hi Cameron,
Thank you for taking the time to leave such positive feedback. We’re delighted to hear that Rachel provided a prompt and professional service, helping to arrange your adviser appointment quickly and keeping you updated throughout the process.
We always aim to make arranging an appointment with a regulated financial adviser as smooth and straightforward as possible.
Best wishes,
The Local Financial Advice Team
Arbaz called today
Arbaz called today, was very helpful in organizing an advisor visit to discuss my pension options. Very polite and profesional.
19 de maio de 2026
Resposta da Local Financial Advice
Hi Sarah,
Thank you for your review. We’re pleased to hear that Arbaz was helpful, polite, and professional while arranging an adviser appointment to discuss your pension options.
Our role is to help connect people with regulated financial advisers quickly and efficiently.
Many thanks,
The Local Financial Advice Team
The lady was so friendly and helpful
The lady was so friendly and helpful. Didn't rush me listened to what I said and talked me through everything I needed to know
18 de maio de 2026
Resposta da Local Financial Advice
Hi Guy,
Thank you for your kind review. We’re delighted to hear that you found the service friendly, helpful, and unhurried, and that everything was explained clearly during your call.
Providing a supportive and straightforward experience when arranging appointments is very important to us.
All the best,
The Local Financial Advice Team
initial phone call from local financial advice
I spoke with Rachael today about gaining advice about my pension pots, she was very thorough and precise advising me of my refferal for financial advice and pleasant to talk to Thank you.
15 de maio de 2026
Resposta da Local Financial Advice
Hi David,
Thank you for taking the time to leave a review. We’re pleased to hear that Rachel was thorough, professional, and pleasant to speak with while helping arrange your referral to a financial adviser.
Our aim is to make the process clear and straightforward from the very first conversation.
Best wishes,
The Local Financial Advice Team
I spoke with Becky who was very easy to…
I spoke with Becky who was very easy to talk to and fully explained the process requirements.
I immediately felt at ease and arranged a further meeting to move forward.
8 de maio de 2026
Resposta da Local Financial Advice
Hi Mark,
Thank you for your feedback.
We’re pleased to hear Becky was easy to talk to and that the process was clearly explained. It’s great to know you felt at ease and were able to be connected to an adviser for a further meeting.
All the best,
The Local Financial Advice Team
1st Class Customer service
Dom the agent asked all the relevant questions with regards to my query and explained the next step in the process in detail, very helpful
7 de maio de 2026
Resposta da Local Financial Advice
Hi Fraser,
We’re pleased to hear Dom asked the relevant questions and clearly explained the next steps in the process. It’s great to know you found the service helpful.
Kind regards,
The Local Financial Advice Team
I called to ask for independant advice…
I called to ask for independant advice regarding my pension & Arbaz was really helpful & knowledgeable. I felt comfortable speaking with him & assured he has directed my details to the right person.
7 de maio de 2026
Resposta da Local Financial Advice
Good evening,
Thank you for your 5* review. We’re pleased to hear you found the service helpful and that you felt comfortable throughout the conversation. Our role is to connect people with regulated financial advisers quickly and efficiently and it’s good to know this process worked well for you.
Many thanks,
The Local Financial Advice Team
Pension review
Initially there was a little miss communication between either of us.
As soon as I mentioned I was dealing with a Police pension it was a case of they could not help me.
This is not the first time I had heard this from previous financial advisors.
I had to explain that I was seeking advice regarding to commutation of my pension which I get in less than a months time and what I could do with it to enhance my financial long term security of my commutation.
5 de maio de 2026
Resposta da Local Financial Advice
Hi Jon,
Thank you for taking the time to share your feedback.
We’re sorry there was any initial misunderstanding during the call, but we’re pleased this was clarified and that the position around the scope of our service was explained, including how we can introduce you to a suitably qualified adviser.
We always aim to be clear about how we support customers and appreciate the opportunity to review this call.
Thank you again for your comments,
The Local Financial Advice Team
Professional advice
Professional advice, answering all my questions without hesitation. Readily explaining options and how to proceed. Also offering a scheduled follow up. So far so good!
5 de maio de 2026
Resposta da Local Financial Advice
Hi Liz,
We’re pleased to hear you found the service professional and that your questions were answered clearly and promptly. It’s also good to know the scheduled follow-up was helpful.
All the best,
The Local Financial Advice Team
Response time
5 de maio de 2026
Resposta da Local Financial Advice
Hi Robert,
Thank you for your feedback.
We’re pleased to hear you were happy with the response time and the overall service provided.
Kind regards,
The Local Financial Advice Team
Very friend service when booking the…
Very friend service when booking the appointment and she listened to me and understood my needs.
28 de abril de 2026
Resposta da Local Financial Advice
Good evening,
Thank you for your review. We’re pleased to hear you found the service friendly and that you felt listened to and understood when booking your appointment.
Our role is to connect people with regulated financial advisers quickly and efficiently.
Best wishes,
The Local Financial Advice Team
Pleasant experience.
The lady I spoke with was very professional and easy/pleasant to talk with. I felt all of my questions and concerns were addressed.
21 de abril de 2026
Resposta da Local Financial Advice
Hi Tony,
Thank you for your kind comments. We’re glad to hear you felt comfortable throughout and that your questions and concerns were fully addressed.
Warm regards,
The Local Financial Advice Team
Rob was patient and informative
Rob was patient and informative. He got to the point and clearly explained the process.
20 de abril de 2026
Resposta da Local Financial Advice
Hi Jayne,
Thank you for your feedback. We’re pleased to hear Rob was patient, clear and informative throughout your conversation.
Kind regards,
The Local Financial Advice Team
Arbaz was very professional and helpful…
Arbaz was very professional and helpful - Thank you
16 de abril de 2026
Resposta da Local Financial Advice
Hi Osman,
Thank you for your kind review. We’re glad to hear Arbaz was professional and helpful throughout your interaction.
Best wishes,
The Local Financial Advice Team
Great nick was very helpful and polite…
Great nick was very helpful and polite to talk to pleasant experience 💯💯
14 de abril de 2026
Resposta da Local Financial Advice
Hi Sue,
Thank you for your lovely feedback. We’re pleased to hear Nick was helpful, polite and made the experience a positive one for you.
Many thanks,
The Local Financial Advice Team
Poor and unsure advice
Poor and unsure advice. and from advice to appointment was a long time
14 de abril de 2026
Resposta da Local Financial Advice
Hi Cliff,
Thank you for your feedback. We’re sorry to hear you weren’t fully satisfied and appreciate your comments regarding the time taken to arrange an appointment with an adviser. We are continually working to reduce the wait and make it as smooth and efficient as possible for customers.
If you would like to share anything further or if we can assist with anything else, please feel free to contact us at enquiries@localfinancialadvice.co.uk.
Many thanks,
The Local Financial Advice Team
Resposta da Local Financial Advice
Hi Vivien,
Thank you for your review. We’re glad to hear you felt listened to and that the time spent was worthwhile for you.
Kind regards,
The Local Financial Advice Team
Stuart Powell was quite straightforward and honest
Stuart Powell was quite straightforward and conscious of my concerns for my younger son.
8 de abril de 2026
Resposta da Local Financial Advice
Hi Terry,
We’re pleased to hear your experience with Stuart Powell, the adviser we connected you with, was straightforward and that he was attentive to your concerns. It’s great to know you felt supported during the conversation.
Best wishes,
The Local Financial Advice Team
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