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
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
Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Very helpful took time to get to know…
Very helpful took time to get to know what I wanted and understand what my situation was,then get the right consultant
18 de maio de 2026
Confidence-giving
Listened patiently to my questions, gave helpful and appropriate responses and information, overall gave me confidence to proceed with a consultation.
18 de maio de 2026
really responsive to what i wanted
really responsive to what i wanted, friendly, and made an immediate recommendation to advise us. listened well to our priorities.
18 de maio de 2026
A straight forward process and He…
A straight forward process and He answered all my questions .
However I was rather put off by how many time the initial call back, which I assume is automated, kept trying to get me . It was at least 6 times - would it have continued ?
15 de maio de 2026
Very helpfull
15 de maio de 2026
Pension drawdown or annuity
Dylon had a friendly and professional approach. He took all the basic info and tried to get an understanding of what I think I am looking for now my penions are available to invest in drawdown or annuity. I finished the conversation feeling confident that they would point me in the right direction and look forward to discussing options with thier recommendation for pension advice.
15 de maio de 2026
Very helpful
Very helpful, explained what my options were and connected me to the next step. Recommended
14 de maio de 2026
Was easy to understand
Was easy to understand. Helped understand my future. All my questions answered.
13 de maio de 2026
Very knowledgeable and great customer…
Very knowledgeable and great customer service
5 de maio de 2026
Great conversation with Jack
Great conversation with Jack. He was very helpful and knowledgeable. He has understanding and had empathy and nothing was hurried.
12 de maio de 2026
Great service!
The initial submission on their website was quick and simple to use. Shortly thereafter, I received a call from James to help match me to a local advisor. James, was polite, helpful, and clearly knowledgeable on the matter of pensions. It was a pleasure to speak with him. Overall, it was a good experience.
8 de maio de 2026
Daniel the interviewer was efficient
Daniel the interviewer was efficient, pleasant and listened accurately to my needs and arranged a follow up with an Advisor quickly.
8 de maio de 2026
Prompt and efficiently located a local…
Prompt and efficiently located a local financial advisor for me. I can’t comment on the quality of the financial advice I’ll receive.
7 de maio de 2026
Proffesional Service
Becky was very effient at gathering all the information required, which will be passed on to the Independant Financial Advisor.
6 de maio de 2026
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