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
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
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.
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
2404 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.
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
Spoke to Caven
Spoke to Caven, who made the whole experience easy to understand, an made everything clear and understandable, fantastic service, 100% recommend,
6. Mai 2026
Referral to a Financial advisor
Trust Pilot put me in touch with a financial advisor who was honest and answered all my questions in a very satisfactory way.
6. Mai 2026
Financial Advisor
Found me a financial advisor who I felt listened to what I needed and came up with some suggestions, Unfortunately after our initial meeting he did not get back in touch with me regarding the investments he was looking into for me
16. Februar 2026
Antwort von Localfinancial
Hi
Thank you for taking the time to share your feedback.
We’re glad to hear that you felt the adviser on our panel listened to your needs and that the initial meeting was positive. We’re sorry to hear, however, that you did not receive the follow-up communication you were expecting following the initial consultation.
We take feedback like this seriously and will review this with the adviser on our panel. Your feedback is important to us and helps us continually improve the service we provide.
If there’s anything further we can do to support you, please don’t hesitate to let us know.
Thank you
The Local Financial Team
She was very helpfull
She was very helpfull , as i wasnt in good health, to cover all that paper work by myself
22. April 2026
I gave the wrong contact number they…
I gave the wrong contact number they still contacted me but not excessively
conversation made me feel comfortable
29. April 2026
Polite and helpful and informative
Representative called me at work. I asked to be called back later when I was at home an I was duly called back right on time by Joe. Joe was really helpful. He told me that he was not a financial adviser and his role was to put me in touch with one, which he did. An appointment was made at a time of my choosing so overall the first experience couldnt really have been better.
28. April 2026
James was very helpful
James was very helpful. He listened to what was required and forwarded our request to the appropriate advisor.
22. April 2026
I was looking for local help
I was looking for local help. The result was not what I would class as local! (Within a 10 mile radius perhaps).
2. April 2026
Antwort von Localfinancial
Hi Pam
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
Lewis was very helpful and articulate
Lewis was very helpful and articulate. Explained in detail the process going forward with getting suitable financial advice regarding my pensions. Hopefully the advice I receive will be just as good!
21. April 2026
The advisor was competent
The advisor was competent, knowledgeable listened to what i was saying and understood what my needs were.
20. April 2026
Pension review and needs
Understood my needs and fixed up with a local advisor quickly and efficiently..
20. April 2026
Not quite right
Helpful and enthusiastic but didn't get the brief on the call.
However sent a good company who can help us
13. April 2026
Antwort von Localfinancial
Hi Mark
Thank you for taking the time to share your feedback.
We’re glad to hear that you found the initial interaction helpful and that we were able to connect you with a company who can assist. At Local Financial, our objective is to match consumers to the most appropriate financial adviser based on the information provided and their specific needs and objectives.
We’re sorry to hear that the initial call didn’t fully align with your expectations, and your feedback has been noted as part of our ongoing efforts to improve our service.
Thank you
The Local Financial Team
Excellent service
13. April 2026
Swift response!
Very quick reply and in organizing an adviser appointment - all within the same week.
20. April 2026
So funktioniert Trustpilot
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