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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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
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
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.
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
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Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Joe who I spoke to was very nice and…
Joe who I spoke to was very nice and polite, and explained everything that I will need to know about my financial situation.
6 de junho de 2026
Declan was very helpful and had very…
Declan was very helpful and had very good knowledge when setting up my appointment with a advisor
4 de junho de 2026
An excellent service.
Daniel had an excellent phone manner.
Very good at explaining what I needed to know and recommending a company that suits my needs.
3 de junho de 2026
I received a quick response from my…
I received a quick response from my initial request and spoke to a lady who was very helpful. She put me in touch, within minutes, with a company which seems to fit my profile, and I have subsequently had a couple of meeting with them to get the ball rolling
21 de maio de 2026
very happy
Very happy i got in touch to get financial advise very understanding of my needs and clearly know what customers need .Highly recommend
3 de junho de 2026
Straightforward
Explained my requirements, agent talked me through options and what I may need in order to get best solution for pension funds.
3 de junho de 2026
The advisor was helpful and friendly he…
The advisor was helpful and friendly he confidently highlighted areas of finance to be included in my review which I hadn’t thought to include looking forward to my full consultation
26 de maio de 2026
Very good and efficient service
Very good and efficient service. Great with their communications and their follow ups. Highly recommend this service. Will use again.
6 de maio de 2026
Pleasant Conversation but Company only pass details on & not always very local
With respect you only located a company for me to talk to. That company is in Canary Wharf & not as local as I would have liked. Would have been 5 stars if closer to me, tks
20 de maio de 2026
Resposta da Localfinancial
Hi Steve
Thank you for taking the time to share your feedback, and we’re sorry to hear that your experience didn’t meet your expectations.
At Local Financial, our goal is to connect individuals to the most appropriate financial adviser based on their individual needs and objectives. We work with both local and national advisers on our panel, and while location is taken into account, our recommendations are primarily guided by the adviser’s expertise, availability and suitability to ensure the best possible outcome for each individual.
We understand that locality can be important, and we’re sorry to hear that this didn’t fully align with what you were looking for. Your feedback has been noted as part of our ongoing efforts to improve our service.
Thank you
The Local Financial Team
Very helpful
Very helpful, have put me in touch with an advisor who can hopefully help me. James was very polite and informative. Would recommend
29 de maio de 2026
Quick and informative
27 de maio de 2026
Avaliação não solicitada
Pension review
Had a chat with Joe, he was very helpful asked a few questions and gave me advice about who would be able to help me with my retirement/ pension, booked the appointment for my and sent me the details all done in a few minutes
27 de maio de 2026
Prompt, Personal and Professional.
Very prompt personal/human phone call from Joe to understand my request and expectations. Thorough, sensitive and appropriate. Excellent. Thank you.
26 de maio de 2026
Simple & straightforward with option to…
Simple & straightforward with option to cancel at any time
18 de maio de 2026
Good understanding and good support for…
Good understanding and good support for me to get the right adviser
20 de maio de 2026
Helpful
Helpful and polite advise giving details of the areas that I am looking to be reviewed
20 de maio de 2026
All information requested was dealt…
All information requested was dealt with a pleasant manner and I feel ready to learn more on the planned meeting.
19 de maio de 2026
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