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
4,8
Excelente
2 mil avaliações
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.
Straightforward and to the point
Straightforward and to the point. Knowledgable staff
29 de junho de 2026
it took too long
it took too long. Firstly I spoke to an advisor who then passed my details to a FC. He rang me later that day and asked the same questions.
He then arranged an appointment for me next week.
It would be easier and quicker if I could speak firstly to a FC then we could agree whether a meeting would be beneficial.
24 de junho de 2026
Resposta da Localfinancial
Hi Kenneth
Thank you for your feedback. At Local Financial, our goal is to connect individuals with the most appropriate financial adviser based on their individual needs and objectives. As part of this process, a member of our team gathers information about your circumstances before introducing you to a financial adviser on our panel.
Our initial conversation is designed to help ensure you are matched with the most suitable adviser before arranging a free consultation. We're sorry that our process did not meet your expectations, and we appreciate you taking the time to share your feedback.
Thank you
The Local Financial Team
Prompt service and helpful.
Today I spoke with Lewis at Localfinancial and he listened carefully to my financial situation so that he could match me with the most appropriate advisor. We talked about my financial goals, current funds, time scales and level of risk. Lewis was polite, friendly and easy to speak to. Thank you!
24 de junho de 2026
Very professional
Very professional, clear and methodical.
Answered most of my questions before I asked them.
22 de junho de 2026
Very responsive and quick to arrange…
Very responsive and quick to arrange appointment with a local financial advisor.
10 de junho de 2026
Excellent service ty
19 de junho de 2026
Andy was really helpful and I’d…
Andy was really helpful and I’d definitely recommend them
18 de junho de 2026
Had really positive first initial chat with Les at localfinancial.co.uk
Had really positive first initial chat with advisor.
Talked through details of my current finances, which he understood. Talked through options for additional advice and arranged intro meeting with FCA company as part of initial call.
18 de junho de 2026
Independent advice marrying up with my…
Independent advice marrying up with my needs. Personable, responsive to my questions. Came off my call happy with advice givp
9 de junho de 2026
Excellent explanation and easy…
Excellent explanation and easy understanding from Joh(I think this is his name)
17 de junho de 2026
Retirement and investment
Prompt phone call to set things in motion. Understanding and helpful.
15 de junho de 2026
My retirement plan
I spoke to a member of staff called Josh, he was very helpful and connected me to a company that he said would suit my needs based on the information given. Hopefully this will result in solving my dilemma.
15 de junho de 2026
Joe was amazing
Joe was amazing. Really helped me. So patient and nothing was too much trouble. Highly recommend
15 de junho de 2026
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