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.
Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren
Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren
Das sagen Bewerter
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... Mehr ansehen
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... Mehr ansehen
Unternehmensdetails
Vom Unternehmen geschrieben
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?
Vom Unternehmen geschrieben
- 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
Kontaktinformationen
2nd Floor St Andrew’s House, 119-121 The Headrow, LS1 5JW, Leeds, Vereinigtes Königreich
- 0800 599 9664
- enquiries@localfinancial.co.uk
- www.localfinancial.co.uk
4,8
Hervorragend
2396 Bewertungen
Bittet Kunden um Bewertungen
Das Unternehmen lädt seine Kunden ein, Bewertungen zu hinterlassen – ob positive oder negative.
Hat 87 % seiner negativen Bewertungen beantwortet
Antwortet meist innerhalb von 1 Woche
So nutzt dieses Unternehmen Trustpilot
Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.
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. Juni 2026
Antwort von 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. Juni 2026
Very professional
Very professional, clear and methodical.
Answered most of my questions before I asked them.
22. Juni 2026
Very responsive and quick to arrange…
Very responsive and quick to arrange appointment with a local financial advisor.
10. Juni 2026
Excellent service ty
19. Juni 2026
Andy was really helpful and I’d…
Andy was really helpful and I’d definitely recommend them
18. Juni 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. Juni 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. Juni 2026
Excellent explanation and easy…
Excellent explanation and easy understanding from Joh(I think this is his name)
17. Juni 2026
Retirement and investment
Prompt phone call to set things in motion. Understanding and helpful.
15. Juni 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. Juni 2026
Joe was amazing
Joe was amazing. Really helped me. So patient and nothing was too much trouble. Highly recommend
15. Juni 2026
So funktioniert Trustpilot
Auf Trustpilot hat jeder die Möglichkeit, Bewertungen abzugeben. Der Verfasser einer Bewertung kann diese jederzeit bearbeiten oder löschen, und die Bewertungen werden angezeigt, solange der jeweilige Nutzer-Account aktiv ist.
Zum Schutz unseres Portals setzen wir auf eine Kombination aus spezialisierten Mitarbeitern und cleveren Technologien. Erfahren Sie, wie wir gefälschte Bewertungen bekämpfen.
Erfahren Sie mehr darüber, wie Bewertungen auf Trustpilot gehandhabt werden.
Hier finden Sie 8 Tipps für das Schreiben von Bewertungen.
Die Verifizierung hilft sicherzustellen, dass es sich bei den Bewertungen, die Sie auf Trustpilot lesen, um Bewertungen von echten Menschen handelt.
Anreize für das Schreiben von Bewertungen anzubieten oder selektiv zur Bewertungsabgabe einzuladen, kann den TrustScore verfälschen. Deshalb verstößt beides gegen unsere Richtlinien.