Local Financial Advice Reviews 

1,367
TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Looking at 139 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently mention that the staff and representatives are exceptionally polite, patient, and genuinely helpful when handling initial inquiries and phone calls. Many consumers also deeply appreciate the extremely fast response times, smooth communication, and professional guidance offered throughout the entire process. Though some reviewers mentioned that the team could not always assist with specific or niche financial queries, others experienced noticeable delays before securing an appointment. A few individuals also felt that certain representatives lacked deep knowledge regarding specialized pension schemes or unique investment backgrounds.

What people talk about most

Staff

Users describe positive interactions with staff, highlighting their professionalism, patience, and... See more

Customer service

Reviewers highlight positive aspects of customer service, frequently noting that advisors are kind,... See more

Service

Reviewers mention positive feedback about service, highlighting prompt, efficient, and professional... See more

Response time

Customers had positive experiences with response_time, frequently highlighting prompt and swift replies to... See more

Customer communications

Customers consistently note positive experiences with contact, highlighting fast response times and polite... See more

Reviews shaping this summary

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

  1. Non-Bank Financial Service
  2. Asset Manager Service
  3. Investment Service

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 Disclosures

Why 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
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

4.7

Excellent

TrustScore 4.5 out of 5

1K reviews

5-star
4-star
3-star
2-star
1-star

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.

4.7

All reviews

(1,367)

133 reviews in the last 12 months

Write a review
Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

The person I spoke to today was so…

The person I spoke to today was so helpful in connecting me to someone with the right expertise and at a time that suits me. They were a real pleasure to deal with.

2 April 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Leah,

Thank you for your kind review. We’re delighted to hear you were connected with someone suitable and that the experience was a positive one from start to finish.

Best wishes,
The Local Financial Advice Team

Rated 5 out of 5 stars

First class assistance.

From getting in touch with Trustpilot to actually speaking to the solicitor who had been recommended was so easy and informative. Their reviews of the gentleman were spot on, whom I would certainly use in the future if required.

1 April 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Mary,

Thank you for your thoughtful comments. We’re pleased to hear the process felt easy and informative, and that you had a positive experience when speaking with the recommended specialist. We appreciate your feedback.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars
Local Financial Advice logo

Reply from Local Financial Advice

Good afternoon,

Thank you for taking the time to leave a review. We’re really pleased to hear you had a pleasant and helpful experience.

Warm regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

I made an initial enquiry which was…

I made an initial enquiry which was dealt with quickly, efficiently and in a friendly way

30 March 2026
Local Financial Advice logo

Reply from Local Financial Advice

Good morning,

Thank you for your feedback. We’re pleased your enquiry was handled quickly and efficiently, and that you found the experience friendly throughout.

Kind regards,
The Local Financial Advice Team

Rated 4 out of 5 stars

Pleasant chap who was helping and gave…

Pleasant chap who was helping and gave good advice despite my enquiry not falling into his remit but pointed me where to go. Most appreciated.

30 March 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Andy,

Thank you for your review. We’re glad to hear you were supported in a helpful and friendly way and that you were guided in the right direction for your enquiry.

Best wishes,
The Local Financial Advice Team

Rated 5 out of 5 stars

Friendly staff and very knowledgeable…

Friendly staff and very knowledgeable and helpful

26 March 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Peter,

Thank you for your kind feedback. We’re pleased to hear you found the team friendly, knowledgeable and helpful throughout your experience.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Good initial discussion.

I’ve not had my discussion as yet but I found the person that contacted me to discuss my requirements understood my needs.

23 March 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Gill,

Thank you for sharing your feedback. We’re pleased that the initial discussion was useful and that your needs were understood. Ensuring a smooth and supportive first call is something we always strive for, and it reflects how we aim to connect customers with the right financial specialist.

Best regards,
The Local Financial Advice Team

Rated 4 out of 5 stars
Local Financial Advice logo

Reply from Local Financial Advice

Good afternoon,

Thank you for your review. We’re glad to hear that your call was helpful. Providing clear, approachable support during the initial conversation is always our aim, and it’s part of how we help customers connect with the right financial specialist.

Warm regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Help is at hand.

Having never been an investor and looking for some practical advice it was appreciated to have a caring helpful advisor at the other end of the phone to chat through the process. Much appreciated.

11 March 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Robert,

Thank you for taking the time to leave your feedback. We’re delighted to hear that you found our team helpful during your call.

Our role is to connect people with regulated financial advisers who can discuss their circumstances directly, and it’s great to know the introduction process was smooth and supportive for you.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars
Local Financial Advice logo

Reply from Local Financial Advice

Good evening,

Thank you for your review. We’re pleased to hear you found our service helpful and professional.

Our role is to connect people with regulated financial advisers quickly and efficiently.

Best wishes,
The Local Financial Advice Team

Rated 5 out of 5 stars

I had a problem with a phone number…

I had a problem with a phone number this morning and rang you this afternoon.
The problem was sorted straight away and your advisor dealt with everything I wanted to know while on the phone.
Thank you.

9 March 2026
Local Financial Advice logo

Reply from Local Financial Advice

Good evening,

We really appreciate your feedback. It’s great to hear that the phone issue was resolved promptly and that the adviser was able to provide the information you needed.

Our focus is on making sure customers are connected with advisers who can discuss their circumstances directly.

Kind regards,
The Local Financial Advice Team

Rated 4 out of 5 stars

Easy to use

Easy to use. Friendly and informative service

4 March 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Paul,

Thank you for sharing your experience. We're delighted that you found the service easy to use, friendly, and informative.

We aim to make connecting with regulated financial advisers simple and straightforward.

Many thanks,
The Local Financial Advice Team

Rated 4 out of 5 stars
Local Financial Advice logo

Reply from Local Financial Advice

Hi Robert,

We appreciate your feedback. It’s great to hear that the communication you received was polite and professional throughout.

Our goal is to ensure introductions to advisers are smooth and efficient for everyone.

All the best,
The Local Financial Advice Team

Rated 5 out of 5 stars

Answered all my questions…

Answered all my questions professionally and knowledgeably. Very polite, helpful and guided me to the right person

27 February 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Margaret,

Thank you for your kind review. We’re pleased that your questions were answered professionally and that you were guided to the right adviser.

Our role is to connect people with experienced financial advisers while keeping the process simple and straightforward.

Warm regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Quick response and set up a match very…

Quick response and set up a match very quickly with a great financial advisor

17 February 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Gemma,

Many thanks for your positive review. We’re pleased we could respond quickly and match you with a financial adviser so promptly.

Providing a fast and efficient introduction to trusted advisers is exactly what we strive for.

Warm regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

The call was so professional and…

The call was so professional and allowed me to get full value for what I needed to proceed

18 February 2026
Local Financial Advice logo

Reply from Local Financial Advice

Good afternoon,

Thank you for your thoughtful feedback. We’re delighted to hear the call was handled professionally and gave you the clarity you needed to move forward.

Our goal is to ensure you’re smoothly introduced to the right financial adviser for your needs.

All the best,
The Local Financial Advice Team

Rated 5 out of 5 stars

Every thing was explained in terms I…

Every thing was explained in terms I understand

12 February 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Marina,

Thank you for your kind comments. We’re so pleased to hear everything was explained in clear, easy-to-understand terms.

Helping people feel comfortable and informed from the outset is exactly what we aim for when connecting them with trusted financial advisers.

Best wishes,
The Local Financial Advice Team

Rated 4 out of 5 stars

I called Local Financial Advice


I called Local Financial Advice not for advice what to invest in, but how to establish a self custody, online brokerage platform where I could keep long-term US stocks while living in the UK and could eventually bequeath to my daughters living in the US.
I knew that the specific information I required would need to be provided by an impartial advisory service as I obviously would not be investing with them or any possible associates. After writing my requirements on their questionnaire, Local Financial Advice said it would take some time but they would find an advisor who would contact me. It took about three weeks but they did message me every week to advise me that they were still looking. When the advisor did contact me, it was on the phone and we talked. He knew what I was looking for and provided me with 4 online self-custody brokerage sites to investigate.
Local Financial Advice did not set-up or establish the investment platform I’m looking for, but they provided the addresses of 5 organisations that very probably could. I rate them honest, willing to help and true to their word.

9 February 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi George,

Thank you for sharing such a detailed review. We’re glad we could connect you with an adviser who understood your requirements and pointed you to relevant options.

Our focus is always on being honest, supportive, and true to our word, so it’s wonderful to hear that this came across in your experience.

All the best,
The Local Financial Advice Team

Rated 5 out of 5 stars

Informative telephone meeting

As totally unsure about equity release the advisor gave us clear and understandable advice. He spoke with us on the telephone for a considerable length of time explaining various options with the option of a personal visit should we wish to continue with our application. It was an informative experience and well presented.

4 February 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Helen,

Thank you for your review. We’re pleased that the adviser you spoke with was clear and informative and that the telephone meeting gave you a helpful overview of your options.

Our role is to connect people with advisers who can provide guidance tailored to their needs, and it’s great to hear this process worked well for you.

Warm regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Very efficient

Lovely lady, such a pleasant telephone call. Made an appointment for me straight away. Very happy with the efficiency.

29 January 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Angela,

We really appreciate your feedback! It’s wonderful to hear that your telephone call was so pleasant and that arranging your appointment was quick and efficient.

Our goal is always to make connecting with an adviser simple and smooth, so we’re glad this came across in your experience.

With thanks,
The Local Financial Advice Team

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