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.
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Veja o que dizem as avaliações
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
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.
Received an email advising someone would be in touch as soon as possible. I had received a call within 20 minutes of my email request. Declan was extremely helpful went through everything thoroughly a... Ver mais
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.
Very friendly and informative…
Very friendly and informative representative, she help me look at different ways to possibly invest
Great service and very helpful and…
Great service and very helpful and polite employee.
Patience and helpfulness
The advisor, Josh, was most helpful and patient, going through everything carefully and recapping to make sure I fully understood.
Joe was a great advisor and really…
Joe was a great advisor and really helpful! Thank you 😊
I spoke with Andy
I spoke with Andy. Very concise and informative and extremely helpful.
Very helpful and knowledgeable
Prompt and efficient contact with…
Prompt and efficient contact with financial advisor
Appointment made, follow up telephone confirmation and first financial review held, all within one week. Excellent service to date
Quick and easy
Pension pot
Joe, was very easy to speak to and understood my enquiry, seamed very knowledgeable about finance, pensions and investments to put me in contact with a local adviser.
Very helpful in every way
Very helpful in every way, I asked many questions & he was very happy to answer them, I also found him very joyful which helped in many ways.
Very friendly first meeting
Very friendly first meeting, very professional individual who is clearly very knowledgeable and passionate about her work.
Nice informative chat
Nice informative chat on needs and requirements of my pension. Free consultation taken and date set to review my pension
Very friendly and helpful
Initial phone call answered and points…
Initial phone call answered and points discussed thoroughly. Remote service discussed and appointment made. Adviser very helpful.
Financial Advisor Advise
Josh was polite, friendly and helpful.
I was then transferred to an agent who was knowledgeable, friendly and helpful. He arranges an appointment with a financial advisor for a free consultation.
So far good device.
Clear and helpful advice
Clear and helpful advice, friendly and professional colleague on the phone. He helped make the situation understandable and we were able to book an appointment with a financial adviser easily and quickly. I was also impressed at how promptly I was contacted after submitting the initial enquiry.
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