re my phone call on Wednesday August 12 your colleague Joe was extremely helpful and very patient. He asked several pertinent questions to clarify the purpose of my call and has made arrangements for... Ver mais
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Veja o que dizem as avaliações
Within 10 minutes of online enquiry I received a phone call. Questions about my request, my target goals and wishes. Daniel spoke clearly and precise and a home visit appointment was made.
Had an initial chat with James and based on my journey so far was very impressed. Calm, knowledgeable & professional with no evidence of any pressure.
I was given great advice on who was the best people to use for planning my retirement without any hard sell of any other service and or products which in this day and age is quite rare
Detalhes da empresa
Escrito pela empresa
We make it easy to find a local and trusted independent financial advisor. Our service is free to use with an initial appointment free of charge. All of our advisors are registered with the Financial Conduct Authority and we've helped connect 1000's of people across the UK to IFAs. Our IFAs can help you with: Pension Healthchecks, Retirement Options, Investment Advice, Financial Planning, and much more.
Why choose Localfinancial?
Escrito pela empresa

- What is our service?
- We find you a local IFA to answer your financial questions
- How much does it cost?
- Our service is completely free, no strings attached. Any advisor we recommend will conduct an initial appointment free of charge
- How long does it take?
- You could be speaking to an advisor and getting the answers you need within a couple of minutes
Informações de contato
2nd Floor St Andrew’s House, 119-121 The Headrow, LS1 5JW, Leeds, Reino Unido
- 0800 599 9664
- enquiries@localfinancial.co.uk
- www.localfinancial.co.uk
Pede aos clientes que avaliem
Esta empresa convida seus clientes a deixarem avaliações, sejam elas positivas ou negativas
Respondeu a 87% das avaliações negativas
Normalmente responde dentro de 1 semana
Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Swift response!
Very quick reply and in organizing an adviser appointment - all within the same week.
Great service …
I was happy that options were explored thoroughly to understand my needs and ensure I was connected with the most suitable advisor. I found the person I spoke to very courteous and helpful.
Excellent first meeting
Excellent first meeting. Very professional and knowledgeable.
My requirements quickly & efficiently…
My requirements quickly & efficiently assessed and an appointment made with a recommended finance advisor
Clear communication with Joe
Clear communication with Joe, would use and refer him with friends
Vincent was very helpful and listened…
Vincent was very helpful and listened to my problems with my current pension /SIPP provider ,he directed me to an appropriate company to go through my options .
Getting action
Understood my needs and refreshing to speak to people who understand basic dialect English.
Polite and helpful friendly staff with…
Polite and helpful friendly staff with professional service
Very helpful and knowledgeable advisor…
Very helpful and knowledgeable advisor . Talked us through all of the details comprehensely and made sure we understood what he was explaining. Recomend highly.
Friendly and helpful.
Friendly and helpful.
Appointment booked for a home visit by the financial adviser from a local firm
Very clear and thorough explanation…
Very clear and thorough explanation of.what to expect. Very informative
Listening and understanding customer…
Listening and understanding customer needs and providing clear information.
Good service
Very helpful and extremely polite
Very helpful and extremely polite , definitely recommend.
Thank you Beth it was a pleasure talking to you .
Thanks to Becky who really helped in…
Thanks to Becky who really helped in very kind and polite way in finding the Financial advisor for me.
Really a 5 ster service
Prompt call back
I got my promised call back in just a few minutes after requesting it, and the operator was very easy to talk with.
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