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.
Really quick response to my enquiry and…
Really quick response to my enquiry and found a good local firm.
I had an extremely good experience with…
I had an extremely good experience with Joe helping me today. He explained a lot of things to me eloquently and with patience. Overall, our conversation went very well. Would recommend.
In simple terms Jack actually listened…
In simple terms Jack actually listened carefully to my requirement just asking clarification questions. He asked for some financial information. He then summarised back to me his understanding of my requirement. I was then connected to a Company and I set up a diary date with them. All straightforward and easy
Very helpful.
A very concise and well communicated…
A very concise and well communicated conversation.
Very patient and helpful
Very patient and helpful. Listened to me and seemed to understand my requirements.
Very polite and seems to understand…
Very polite and seems to understand what I am looking for
Knowledgeable advisor who provided…
Knowledgeable advisor who provided assistance as requested on the information I supplied
So far so good
So far so good. I have been connected to a local IFA. Service was efficient and my broker was pleasant and professional.
Fast contact
Fast contact. Great communication. Very informative and helpful. Would recommend. Not pushy just assisting
very good and understanding
very good and understanding , helpful, could not have given any better service.
First contact with Horizon Wealth…
First contact with Horizon Wealth Consultancy was an impressive start. Appointment was made and cancelled 5 minutes later, and after I read reviews I then rebooked appointment. There was no issues with this and I was looked after at all times.
So far so good
So far so good! I responded to a request online and received a call on the same day to discuss initial request/information. Wes, who took the time to speak with me, and clearly explain the next stages of the process was very kind and professional and has followed up the call with information about an initial appointment I have with a pension advisor.
Financial review
Daniel was reassuring and carefully listened to what I was looking to achieve from my pension review. Daniel dealt with me in a professional manner and understood what I was looking for after asking some pertinent questions. Thank you.
Efficient and genuine.
Advisor was easy to talk to, didn’t waffle and use jargon. Got on and dealt with the call and made an appointment. Didn’t try to upsell either!
Listen to what you require and guide…
Listen to what you require and guide you to receive the correct advice for your personal circumstances.
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