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
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
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.
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... Vis mer
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
4,8
Enestående
2k anmeldelser
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.
Prompt and efficient contact with…
Prompt and efficient contact with financial advisor
Appointment made, follow up telephone confirmation and first financial review held, all within one week. Excellent service to date
14. juli 2026
Quick and easy
14. juli 2026
Pension pot
Joe, was very easy to speak to and understood my enquiry, seamed very knowledgeable about finance, pensions and investments to put me in contact with a local adviser.
20. juli 2026
Very helpful in every way
Very helpful in every way, I asked many questions & he was very happy to answer them, I also found him very joyful which helped in many ways.
13. juli 2026
Very friendly first meeting
Very friendly first meeting, very professional individual who is clearly very knowledgeable and passionate about her work.
9. juli 2026
Nice informative chat
Nice informative chat on needs and requirements of my pension. Free consultation taken and date set to review my pension
15. juli 2026
Very friendly and helpful
15. juli 2026
Initial phone call answered and points…
Initial phone call answered and points discussed thoroughly. Remote service discussed and appointment made. Adviser very helpful.
13. juli 2026
Financial Advisor Advise
Josh was polite, friendly and helpful.
I was then transferred to an agent who was knowledgeable, friendly and helpful. He arranges an appointment with a financial advisor for a free consultation.
So far good device.
11. juli 2026
Clear and helpful advice
Clear and helpful advice, friendly and professional colleague on the phone. He helped make the situation understandable and we were able to book an appointment with a financial adviser easily and quickly. I was also impressed at how promptly I was contacted after submitting the initial enquiry.
29. juni 2026
Really quick response to my enquiry and…
Really quick response to my enquiry and found a good local firm.
3. juli 2026
I had an extremely good experience with…
I had an extremely good experience with Joe helping me today. He explained a lot of things to me eloquently and with patience. Overall, our conversation went very well. Would recommend.
10. juli 2026
In simple terms Jack actually listened…
In simple terms Jack actually listened carefully to my requirement just asking clarification questions. He asked for some financial information. He then summarised back to me his understanding of my requirement. I was then connected to a Company and I set up a diary date with them. All straightforward and easy
10. juli 2026
Very helpful.
9. juli 2026
Very patient and helpful
Very patient and helpful. Listened to me and seemed to understand my requirements.
8. juli 2026
Dette er Trustpilot
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Vi har et eget team og smart teknologi som beskytter plattformen vår. Finn ut hvordan vi motvirker falske anmeldelser.
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