Local Financial Advice Bewertungen 

1'389
•
TrustScore 4.5 von 5

4.7

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

Bewertet mit 4 von 5 Sternen

On initial meeting appears to be professional, trustworthy & very well organised. Asked all the right questions & seemed to be able to meet my specific needs. Difficult to judge on initial interview... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

Will was very helpful and made the whole process of organising an advisor and explaining how things worked very easy to understand.

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

The response to my email was super quick, Rachel was absolutely superb, could not ask for better. Made an appointment then and there for a face to face with an adviser, and, followed that with emails... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

The financial advisor expert was very informative, knowledgable, professional & polite throughout our meeting. The advice & anecdote scenarios he spoke about was not just directed for dad, but... Mehr ansehen

Unternehmen hat geantwortet

Unternehmensdetails

  1. Finanzdienstleistungsinstitut
  2. auch in
  3. Investmentservice
  4. Vermögensverwaltungsdienst

Über Local Financial Advice

Vom Unternehmen geschrieben

When it comes to making important financial decisions, getting quality advice is crucial. At Local Financial Advice we’re dedicated to helping all of our users to gain access to professional, responsible financial advisors in their area.

Our free service is built around a series of customer promises aimed to ensure that all users get the advice they need for any financial situation.

LocalFinancialAdvice.co.uk is a trading style of Lead Technologies (Europe) Limited who is authorised and regulated by the Financial Conduct Authority for making arrangements with a view to delivery of regulated financial services. Lead Technologies (Europe) Limited a company incorporated in England and Wales (6574342). VAT No. 940 1155 60.

Regulatory Disclosures

Why choose Local Financial Advice?

Vom Unternehmen geschrieben

Rapid Response
When you submit an enquiry, we’ll match you up with a local advisor. Your advisor will respond to your enquiry either on the same or on the next business day.
Free initial consultation
Once you've been matched with an advisor, you’ll have the opportunity to book a free, no-obligation initial consultation.
Carefully selected, qualified advisors
We only work with advisors who meet our exacting standards. All advisers referred via our service are professionally accredited by the Financial Conduct Authority (FCA).
Impartial, personally tailored advice
All of the advisors we recommend are fully qualified and impartial.

Our promise

100% Satisfaction Guarantee

100% Satisfaction Guarantee
100% satisfaction guarantee – We conduct regular reviews to ensure all of our advisor partners are continuing to meet our professional standards. However, if for any reason you’re not completely satisfied with your advisor, we’ll source you a new one.

Kontaktinformationen

4.7

Hervorragend

TrustScore 4.5 von 5

1389 Bewertungen

5 Sterne
4 Sterne
3 Sterne
2 Sterne
1 Stern

Bittet Kunden um Bewertungen

Das Unternehmen lädt seine Kunden ein, Bewertungen zu hinterlassen – ob positive oder negative.

Hat 100 % seiner negativen Bewertungen beantwortet

Antwortet meist innerhalb von 1 Monat

So nutzt dieses Unternehmen Trustpilot

Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.

4.7

Alle Bewertungen

(1'389)

132 Bewertungen in den letzten 12 Monaten

Bewertung abgeben
Unternehmen auf Trustpilot dürfen keine finanziellen oder anderweitigen Anreize oder Gegenleistungen für das Verbergen von Bewertungen anbieten. Bewertungen spiegeln die Meinung einzelner Nutzer wider und nicht die von Trustpilot. Mehr erfahren

Bewertet mit 5 von 5 Sternen

This local Financial Advice

This local Financial Advice, very helpful and knowledgeable in many ways. I know that my pension fund will be safe with them and like 👍that I am able to keep email's and messages and phone 📱 calls all separately for a long time.

28. Juni 2026
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Antwort von Local Financial Advice

Hi Kate,

Thank you for your review.

We're pleased to hear you found our introduction service helpful and that you've had a positive experience with the regulated financial adviser we introduced you to. Our role is to connect customers with regulated financial advisers who can provide advice based on their individual circumstances and we're delighted to hear that the introduction has been valuable to you.

Best wishes,
The Local Financial Advice Team

Bewertet mit 3 von 5 Sternen

The caller was easy to talk to and…

The caller was easy to talk to and helpful

15. Juli 2026
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Antwort von Local Financial Advice

Hi Linda,

Thank you for your feedback. We're pleased to hear you found our team easy to talk to and helpful. We appreciate you taking the time to share your experience.

Best wishes,
The Local Financial Advice Team

Bewertet mit 5 von 5 Sternen

Friendly and efficient

The lady I spoke too could not have been more helpful .. she was friendly , explained everything perfectly and put me at ease with the query I was trying to sort

15. Juli 2026
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Antwort von Local Financial Advice

Hi Judith,

Thank you for taking the time to leave a review. We're delighted to hear our team member was friendly, helpful and explained the process clearly. Our aim is to make the process of connecting customers with a regulated financial adviser as straightforward and reassuring as possible.

Many thanks,
The Local Financial Advice Team

Bewertet mit 5 von 5 Sternen

Very informative

Was a very informative conversation and I am now awaiting a call from a specialist in my required area.
Will recieve a follow up call also to check everything was explained and or arranged to my satisfaction. Pete Banfield

14. Juli 2026
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Antwort von Local Financial Advice

Hi Pete,

Thank you for your kind feedback. We're pleased to hear you found your conversation informative and that we were able to arrange an introduction to a specialist in the area you were looking for.

It's also great to hear that we explained our customer service follow-up, where we'll be in touch after your introduction to see how things are progressing and whether you have any feedback on our introduction service.

Best wishes,
The Local Financial Advice Team

Bewertet mit 5 von 5 Sternen

informative

informative, answered all questions in an easy to understand way

30. Juni 2026
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Antwort von Local Financial Advice

Hi Margaret,

Thank you for taking the time to leave a review. We're glad to hear everything was explained clearly and your questions were answered.

Best wishes,
The Local Financial Advice Team

Bewertet mit 5 von 5 Sternen

Excellent conversation

Excellent conversation. Clear information and meeting set up.

27. Juni 2026
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Antwort von Local Financial Advice

Hi Carol,

Thank you for your review. We're glad to hear the conversation was clear and that your meeting was arranged smoothly.

Many thanks,
The Local Financial Advice Team

Bewertet mit 2 von 5 Sternen

Why allocate an advisor that won't travel?

Was first asked for my location which I provided. Then spent considerable time providing details and arranging a meeting with a "local" advisor, only to be cancelled by them a few days later as the location was "out of area". Offered a new appointment weeks away. Very frustrating.

22. Juni 2026
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Antwort von Local Financial Advice

Good afternoon,

Thank you for taking the time to leave your feedback. We're sorry to hear about your experience and completely understand why this was frustrating.

We appreciate that you had already made arrangements for your appointment, so we understand how disappointing it was when it had to be changed. This is not the level of service we aim to provide and we sincerely apologise for the inconvenience caused.

We've reviewed what happened and are putting changes in place to reduce the likelihood of this happening again. We hope your rearranged appointment goes well and if there's anything further, we can do to support you, please don't hesitate to get in touch.

Thank you again for bringing this to our attention. Your feedback is valuable and helps us to continually improve our service.

The Local Financial Advice Team

Bewertet mit 5 von 5 Sternen

Clear explanations.

Clear explanations.
Prompt response.
Courteous and friendly.
Understood my requirements9

22. Juni 2026
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Antwort von Local Financial Advice

Hi Joan,

Thank you for your review. We're glad to hear the communication was clear, prompt, and friendly throughout.

We appreciate you taking the time to share your feedback.

Best wishes,
The Local Financial Advice Team

Bewertet mit 5 von 5 Sternen
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Antwort von Local Financial Advice

Hi Martin,

Thank you for your review. We're glad to hear the conversation was informative.

Best wishes,
The Local Financial Advice Team

Bewertet mit 5 von 5 Sternen

Great service

Contacted through a website and contacted almost immediately… Dom the advisor was courteous and very professional and a meeting for financial advice has been set up within 10 minutes…. Very helpful and informative highly recommended

17. Juni 2026
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Antwort von Local Financial Advice

Hi Matt,

Thank you for such a detailed review. It's great to hear you were contacted quickly and that the process felt smooth and professional.

We're pleased everything was arranged promptly and appreciate you recommending our service.

All the best,
The Local Financial Advice Team

Bewertet mit 5 von 5 Sternen

Prompt good advice

16. Juni 2026
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Antwort von Local Financial Advice

Good afternoon,

Thank you for your review. We're glad to hear the experience felt prompt and helpful.

Many thanks,
The Local Financial Advice Team

Bewertet mit 2 von 5 Sternen

It would appear that the specialist was…

It would appear that the specialist was not aware of my specific concerns, albeit that information was given in stage 1 of the process. Not having specific information would require him to do specific searches which would require more time .

15. Juni 2026
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Antwort von Local Financial Advice

Hi Peter,

Thank you for taking the time to leave your feedback.

We’re sorry to hear that your experience with the adviser didn’t fully meet your expectations. The information you provided at the initial stage was captured and shared with the specialist ahead of your appointment, so we understand your frustration that this wasn’t fully reflected during the discussion.

In some cases, more complex enquiries may require additional review before detailed guidance can be provided.

We have picked this up with the adviser to better understand the circumstances and to review the process going forward.

Thank you again for your feedback.
The Local Financial Advice Team

Bewertet mit 5 von 5 Sternen

Helpful connection access to relevant…

Helpful connection access to relevant information. Patient attention. Fast response

5. Juni 2026
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Antwort von Local Financial Advice

Hi Barbara,

Thank you for your positive feedback. We're pleased to hear that you found the information provided helpful and that the process was handled with patience and efficiency. We aim to make arranging an appointment with a regulated financial adviser as straightforward as possible, and we're delighted that this was reflected in your experience.

Best wishes,
The Local Financial Advice Team

Bewertet mit 4 von 5 Sternen
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Antwort von Local Financial Advice

Hi Rifaat,

Thank you for taking the time to leave your review. We're delighted to hear that you found the process easy and professional. We aim to make connecting with a regulated financial adviser as straightforward as possible, and we're pleased that was reflected in your experience.

All the best,
The Local Financial Advice Team

Bewertet mit 5 von 5 Sternen

Reccommended

Security first. Clear instructions. Quick responses and meeting set up on the day.

1. Juni 2026
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Antwort von Local Financial Advice

Good afternoon,

Thank you for your recommendation and for taking the time to leave a review. We're delighted to hear that you found the process secure, the instructions clear, and the response times prompt. We aim to make arranging an appointment with a regulated financial adviser as simple and efficient as possible.

Many thanks,
The Local Financial Advice Team

Bewertet mit 3 von 5 Sternen

Phone rang before my finger had left…

Phone rang before my finger had left the send. Phone adviser was thin on content. All pretty mhch a standard telesale of services

27. Mai 2026
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Antwort von Local Financial Advice

Hi Rick,

Thank you for taking the time to leave a review.

We're sorry to hear that your experience didn't fully meet your expectations. We understand that receiving a call so soon after submitting your enquiry may have felt unexpected. Our team aims to respond promptly to ensure customers can access the information and support they're looking for as quickly as possible.

The purpose of the initial call is to understand your circumstances and requirements so that we can connect you with a suitable FCA-regulated financial adviser where appropriate. We appreciate your feedback regarding the content of the conversation and will use it to help improve the experience we provide.

Thank you again for your comments, and we wish you all the best with your financial planning.

Many thanks,
The Local Financial Advice Team

Bewertet mit 5 von 5 Sternen

Professional Conduct

Honest, professional, and trustworthy.

27. Mai 2026
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Antwort von Local Financial Advice

Hi Jonathan,

Thank you for your kind words. We're delighted to hear that your experience with our team was professional, honest, and trustworthy.

Providing a professional and transparent service while helping customers connect with a regulated financial adviser is something we take great pride in.

All the best,
The Local Financial Advice Team

Bewertet mit 5 von 5 Sternen
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Antwort von Local Financial Advice

Hi Audra,

Thank you for your review. We’re pleased to hear that you found the service friendly, quick, and informative.

Providing a simple and efficient experience when arranging appointments is exactly what we aim for.

All the best,
The Local Financial Advice Team

So funktioniert Trustpilot

Auf Trustpilot hat jeder die Möglichkeit, Bewertungen abzugeben. Der Verfasser einer Bewertung kann diese jederzeit bearbeiten oder löschen, und die Bewertungen werden angezeigt, solange der jeweilige Nutzer-Account aktiv ist.

Zum Schutz unseres Portals setzen wir auf eine Kombination aus spezialisierten Mitarbeitern und cleveren Technologien. Erfahren Sie, wie wir gefälschte Bewertungen bekämpfen.

Erfahren Sie mehr darüber, wie Bewertungen auf Trustpilot gehandhabt werden.

Hier ​finden Sie 8 Tipps für das Schreiben von Bewertungen.

Die Verifizierung hilft sicherzustellen, dass es sich bei den Bewertungen, die Sie auf Trustpilot lesen, um Bewertungen von echten Menschen handelt.

Anreize für das Schreiben von Bewertungen anzubieten oder selektiv zur Bewertungsabgabe einzuladen, kann den TrustScore verfälschen. Deshalb verstößt beides gegen unsere Richtlinien.

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