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
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.
Very good and efficient service
Very good and efficient service. Great with their communications and their follow ups. Highly recommend this service. Will use again.
6. mai 2026
Pleasant Conversation but Company only pass details on & not always very local
With respect you only located a company for me to talk to. That company is in Canary Wharf & not as local as I would have liked. Would have been 5 stars if closer to me, tks
20. mai 2026
Svar fra Localfinancial
Hi Steve
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
Very helpful
Very helpful, have put me in touch with an advisor who can hopefully help me. James was very polite and informative. Would recommend
29. mai 2026
Quick and informative
27. mai 2026
Anmeldelse skrevet uten oppfordring
Pension review
Had a chat with Joe, he was very helpful asked a few questions and gave me advice about who would be able to help me with my retirement/ pension, booked the appointment for my and sent me the details all done in a few minutes
27. mai 2026
Prompt, Personal and Professional.
Very prompt personal/human phone call from Joe to understand my request and expectations. Thorough, sensitive and appropriate. Excellent. Thank you.
26. mai 2026
Simple & straightforward with option to…
Simple & straightforward with option to cancel at any time
18. mai 2026
Good understanding and good support for…
Good understanding and good support for me to get the right adviser
20. mai 2026
Helpful
Helpful and polite advise giving details of the areas that I am looking to be reviewed
20. mai 2026
All information requested was dealt…
All information requested was dealt with a pleasant manner and I feel ready to learn more on the planned meeting.
19. mai 2026
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
Dette er Trustpilot
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