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
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.
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
2401 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.
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. Mai 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. Mai 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. Mai 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. Mai 2026
Very helpfull
15. Mai 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. Mai 2026
Very helpful
Very helpful, explained what my options were and connected me to the next step. Recommended
14. Mai 2026
Was easy to understand
Was easy to understand. Helped understand my future. All my questions answered.
13. Mai 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. Mai 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. Mai 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. Mai 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. Mai 2026
Proffesional Service
Becky was very effient at gathering all the information required, which will be passed on to the Independant Financial Advisor.
6. Mai 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.