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.
Had first telephone discussion and very informative. Able to discuss my thoughts and availability of options out there. Easy to discuss and listened.
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.
Understood my desires and needs for…
Understood my desires and needs for pensionable age. Friendly staff on phone
A very informative discussion with…
A very informative discussion with Lewis, who was courteous and was quickly able to set up an appointment with a local advisor. I was very impressed with the timeliness of response. A great service!
Very professional and polite
Very professional and polite. Advisor mad me feel at ease throughout
Lovely helpful manner
Lovely helpful manner. Informative and professional. Made recommendations and suggestions with good recall of facts given. James was efficient and followed up immediately with both a text and email with details
I found Declan to be very knowledgeable…
I found Declan to be very knowledgeable and helpful
Initial contact
My initial contact with Your Local Financial Advisor with Joe on the phone went very smoothly. He explained the process of allocating a third-party Advisor and arranged an appointment after taking some details to ensure smooth and productive next steps. Very impressed by his cheerful professionalism.
Very Professional.
From the start to the finish, he was indeed very helpful. He understood my queries, even my concerns over my not understanding what I was fully trying to do. He led me from start to finish. I thank him.
I didn't really understand my options…
I didn't really understand my options before my meeting with the financial advisor, now I'm much more informed and and confident to move forward and hopefully enjoy a good retirement.
They spoke clearly as I explained I…
They spoke clearly as I explained I dont hear very well on the phone. They kindly repeated what I didnt hear or understand.
Lewis was efficient and concise on the…
Lewis was efficient and concise on the call, quick to get in contact. Was not expecting reply until the following Monday.
Thank you
Joe who I spoke to was very nice and…
Joe who I spoke to was very nice and polite, and explained everything that I will need to know about my financial situation.
Declan was very helpful and had very…
Declan was very helpful and had very good knowledge when setting up my appointment with a advisor
An excellent service.
Daniel had an excellent phone manner.
Very good at explaining what I needed to know and recommending a company that suits my needs.
I received a quick response from my…
I received a quick response from my initial request and spoke to a lady who was very helpful. She put me in touch, within minutes, with a company which seems to fit my profile, and I have subsequently had a couple of meeting with them to get the ball rolling
very happy
Very happy i got in touch to get financial advise very understanding of my needs and clearly know what customers need .Highly recommend
Straightforward
Explained my requirements, agent talked me through options and what I may need in order to get best solution for pension funds.
The advisor was helpful and friendly he…
The advisor was helpful and friendly he confidently highlighted areas of finance to be included in my review which I hadn’t thought to include looking forward to my full consultation
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.
