Dom attempted to contact me a couple of times before I was able to answer his call. It must have been towards the end of his shift, yet he didn’t appear to be in a rush. He was kind, patient, frien... See more
Company replied
While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
We were looking for a new financial advisor. We didn’t really know where to start until we found Local Financial Advice. We were offered several options of which we researched them and picked the one... See more
Company replied
I would like to leave a review for Jaimie who answered the phone when I called. He was kind, professional and helpful and helped me out with a query that I had immediately. (Also thank you to Rob who... See more
Company replied
I found this organisation from a google search and I have to admit I wasn’t really sure what to expect. They responded very quickly and put me in touch with someone (from a separate company) who was... See more
Company replied
Company details
About Local Financial Advice
Written by the company
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 DisclosuresWhy choose Local Financial Advice?
Written by the company
- 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 – 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.
Contact info
Lead Tech, Pool Business Park, Pool Road, Pool in Wharfedale, LS21 1FD, Leeds, United Kingdom
- 0800 008 6169
- enquiries@localfinancialadvice.co.uk
- localfinancialadvice.co.uk
4.7
Excellent
1K reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
Replied to 80% of negative reviews
Typically replies within 1 month
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Arbaz called today
Arbaz called today, was very helpful in organizing an advisor visit to discuss my pension options. Very polite and profesional.
19 May 2026
Reply from Local Financial Advice
Hi Sarah,
Thank you for your review. We’re pleased to hear that Arbaz was helpful, polite, and professional while arranging an adviser appointment to discuss your pension options.
Our role is to help connect people with regulated financial advisers quickly and efficiently.
Many thanks,
The Local Financial Advice Team
The lady was so friendly and helpful
The lady was so friendly and helpful. Didn't rush me listened to what I said and talked me through everything I needed to know
18 May 2026
Reply from Local Financial Advice
Hi Guy,
Thank you for your kind review. We’re delighted to hear that you found the service friendly, helpful, and unhurried, and that everything was explained clearly during your call.
Providing a supportive and straightforward experience when arranging appointments is very important to us.
All the best,
The Local Financial Advice Team
initial phone call from local financial advice
I spoke with Rachael today about gaining advice about my pension pots, she was very thorough and precise advising me of my refferal for financial advice and pleasant to talk to Thank you.
15 May 2026
Reply from Local Financial Advice
Hi David,
Thank you for taking the time to leave a review. We’re pleased to hear that Rachel was thorough, professional, and pleasant to speak with while helping arrange your referral to a financial adviser.
Our aim is to make the process clear and straightforward from the very first conversation.
Best wishes,
The Local Financial Advice Team
I spoke with Becky who was very easy to…
I spoke with Becky who was very easy to talk to and fully explained the process requirements.
I immediately felt at ease and arranged a further meeting to move forward.
8 May 2026
Reply from Local Financial Advice
Hi Mark,
Thank you for your feedback.
We’re pleased to hear Becky was easy to talk to and that the process was clearly explained. It’s great to know you felt at ease and were able to be connected to an adviser for a further meeting.
All the best,
The Local Financial Advice Team
1st Class Customer service
Dom the agent asked all the relevant questions with regards to my query and explained the next step in the process in detail, very helpful
7 May 2026
Reply from Local Financial Advice
Hi Fraser,
We’re pleased to hear Dom asked the relevant questions and clearly explained the next steps in the process. It’s great to know you found the service helpful.
Kind regards,
The Local Financial Advice Team
I called to ask for independant advice…
I called to ask for independant advice regarding my pension & Arbaz was really helpful & knowledgeable. I felt comfortable speaking with him & assured he has directed my details to the right person.
7 May 2026
Reply from Local Financial Advice
Good evening,
Thank you for your 5* review. We’re pleased to hear you found the service helpful and that you felt comfortable throughout the conversation. Our role is to connect people with regulated financial advisers quickly and efficiently and it’s good to know this process worked well for you.
Many thanks,
The Local Financial Advice Team
Pension review
Initially there was a little miss communication between either of us.
As soon as I mentioned I was dealing with a Police pension it was a case of they could not help me.
This is not the first time I had heard this from previous financial advisors.
I had to explain that I was seeking advice regarding to commutation of my pension which I get in less than a months time and what I could do with it to enhance my financial long term security of my commutation.
5 May 2026
Reply from Local Financial Advice
Hi Jon,
Thank you for taking the time to share your feedback.
We’re sorry there was any initial misunderstanding during the call, but we’re pleased this was clarified and that the position around the scope of our service was explained, including how we can introduce you to a suitably qualified adviser.
We always aim to be clear about how we support customers and appreciate the opportunity to review this call.
Thank you again for your comments,
The Local Financial Advice Team
Professional advice
Professional advice, answering all my questions without hesitation. Readily explaining options and how to proceed. Also offering a scheduled follow up. So far so good!
5 May 2026
Reply from Local Financial Advice
Hi Liz,
We’re pleased to hear you found the service professional and that your questions were answered clearly and promptly. It’s also good to know the scheduled follow-up was helpful.
All the best,
The Local Financial Advice Team
Response time
5 May 2026
Reply from Local Financial Advice
Hi Robert,
Thank you for your feedback.
We’re pleased to hear you were happy with the response time and the overall service provided.
Kind regards,
The Local Financial Advice Team
Very friend service when booking the…
Very friend service when booking the appointment and she listened to me and understood my needs.
28 April 2026
Reply from Local Financial Advice
Good evening,
Thank you for your review. We’re pleased to hear you found the service friendly and that you felt listened to and understood when booking your appointment.
Our role is to connect people with regulated financial advisers quickly and efficiently.
Best wishes,
The Local Financial Advice Team
Pleasant experience.
The lady I spoke with was very professional and easy/pleasant to talk with. I felt all of my questions and concerns were addressed.
21 April 2026
Reply from Local Financial Advice
Hi Tony,
Thank you for your kind comments. We’re glad to hear you felt comfortable throughout and that your questions and concerns were fully addressed.
Warm regards,
The Local Financial Advice Team
Rob was patient and informative
Rob was patient and informative. He got to the point and clearly explained the process.
20 April 2026
Reply from Local Financial Advice
Hi Jayne,
Thank you for your feedback. We’re pleased to hear Rob was patient, clear and informative throughout your conversation.
Kind regards,
The Local Financial Advice Team
Arbaz was very professional and helpful…
Arbaz was very professional and helpful - Thank you
16 April 2026
Reply from Local Financial Advice
Hi Osman,
Thank you for your kind review. We’re glad to hear Arbaz was professional and helpful throughout your interaction.
Best wishes,
The Local Financial Advice Team
Great nick was very helpful and polite…
Great nick was very helpful and polite to talk to pleasant experience 💯💯
14 April 2026
Reply from Local Financial Advice
Hi Sue,
Thank you for your lovely feedback. We’re pleased to hear Nick was helpful, polite and made the experience a positive one for you.
Many thanks,
The Local Financial Advice Team
Poor and unsure advice
Poor and unsure advice. and from advice to appointment was a long time
14 April 2026
Reply from Local Financial Advice
Hi Cliff,
Thank you for your feedback. We’re sorry to hear you weren’t fully satisfied and appreciate your comments regarding the time taken to arrange an appointment with an adviser. We are continually working to reduce the wait and make it as smooth and efficient as possible for customers.
If you would like to share anything further or if we can assist with anything else, please feel free to contact us at enquiries@localfinancialadvice.co.uk.
Many thanks,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Vivien,
Thank you for your review. We’re glad to hear you felt listened to and that the time spent was worthwhile for you.
Kind regards,
The Local Financial Advice Team
Stuart Powell was quite straightforward and honest
Stuart Powell was quite straightforward and conscious of my concerns for my younger son.
8 April 2026
Reply from Local Financial Advice
Hi Terry,
We’re pleased to hear your experience with Stuart Powell, the adviser we connected you with, was straightforward and that he was attentive to your concerns. It’s great to know you felt supported during the conversation.
Best wishes,
The Local Financial Advice Team
Friendly & Efficient Advice
This company got back to me really quickly after I made an enquiry on line. Unfortunately they were not able to help me with my specific query but they were friendly, efficient and explained things in an easy to understand way.
7 April 2026
Reply from Local Financial Advice
Hi Rebecca,
Thank you for your review. We’re pleased to hear you received a quick response and found the team friendly and efficient, even where your enquiry required direction elsewhere.
Many thanks,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Julia,
Thank you for your feedback, and we’re sorry to hear about your experience with the call wait and line quality. This is not the standard we aim to provide, and we have shared your comments with the relevant team.
We are actively monitoring and working to improve both response times and call quality to help ensure a smoother experience going forward.
If you would like to share anything further or if we can assist with anything else, please feel free to contact us at enquiries@localfinancialadvice.co.uk
Warm regards,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Pauline,
Thank you for your feedback. We’re glad to hear you received a quick and helpful response.
Kind regards,
The Local Financial Advice Team
The Trustpilot Experience
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.