Pension investment enquirey. I filled out the enquirey on line and shortly after i recieved a call from Daniel. He was very clear when talking to me. He asked direct questions with out be... Vis mer
Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
Se hva andre synes
I found the advisor Cavan easy to talk to, he was polite and helpful. I felt at ease and comfortable discussing my situation with him. He was diligent and knowledgeable in his approach
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... Vis mer
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.
Informasjon om virksomheten
Skrevet av virksomheten
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?
Skrevet av virksomheten

- 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
Kontaktopplysninger
2nd Floor St Andrew’s House, 119-121 The Headrow, LS1 5JW, Leeds, Storbritannia
- 0800 599 9664
- enquiries@localfinancial.co.uk
- www.localfinancial.co.uk
Ber kundene om å skrive anmeldelser
Denne virksomheten oppfordrer kundene til å skrive anmeldelser, enten positive eller negative
Har svart på 87 % av de negative anmeldelsene sine
Svarer vanligvis i løpet av én uke
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
Spoke to Caven
Spoke to Caven, who made the whole experience easy to understand, an made everything clear and understandable, fantastic service, 100% recommend,
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.
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

Svar fra Localfinancial
She was very helpfull
She was very helpfull , as i wasnt in good health, to cover all that paper work by myself
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
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.
James was very helpful
James was very helpful. He listened to what was required and forwarded our request to the appropriate advisor.
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).

Svar fra Localfinancial
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!
The advisor was competent
The advisor was competent, knowledgeable listened to what i was saying and understood what my needs were.
Pension review and needs
Understood my needs and fixed up with a local advisor quickly and efficiently..
Not quite right
Helpful and enthusiastic but didn't get the brief on the call.
However sent a good company who can help us

Svar fra Localfinancial
Excellent service
Swift response!
Very quick reply and in organizing an adviser appointment - all within the same week.
Great service …
I was happy that options were explored thoroughly to understand my needs and ensure I was connected with the most suitable advisor. I found the person I spoke to very courteous and helpful.
My requirements quickly & efficiently…
My requirements quickly & efficiently assessed and an appointment made with a recommended finance advisor
Dette er Trustpilot
Alle kan gi tilbakemelding på Trustpilot. De som skriver en anmeldelse, har rett til når som helst å redigere og slette den. Enhver publiserte anmeldelse er synlig så lenge en tilknyttet konto er aktiv.
Vi har et eget team og smart teknologi som beskytter plattformen vår. Finn ut hvordan vi motvirker falske anmeldelser.
Lær om anmeldelsesprosessen på Trustpilot.
Verifisering kan bidra til å sørge for at anmeldelsene du leser på Trustpilot, er skrevet av faktiske personer.
Det kan gi en skjev TrustScore å tilby belønning for eller be bare enkelte kunder om å skrive en anmeldelse, og dette går imot retningslinjene våre.