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
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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
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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
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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
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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 helped with everything I needed…
Arbaz helped with everything I needed to know and made me happy with the decision I will make going forward regarding my financial future
24 November 2025
Reply from Local Financial Advice
Hi Lewis,
Thank you for your kind review. We're pleased to hear that Arbaz was able to assist you and ensure you had everything you needed before speaking with an adviser. It’s great to know you're feeling confident about the steps ahead.
Our aim is to make the process clear, straightforward, and reassuring from the moment you get in touch.
Kind regards,
The Local Financial Advice Team
The advice from staff at St james place…
The advice from staff at St james place was incredibly useful and informative. From the initial contact, the representatives was polite, professional, and not pushy at all. They guided me through the various actions I needed to take to consolidate my old pensions. The advisor listened carefully to my goals and tailored their recommendations accordingly. It was a smooth and stress-free process, and I'm very happy with the service I received."
12 November 2025
Reply from Local Financial Advice
Good evening,
Thank you for sharing such detailed feedback. We’re really pleased that the team supported you with clear, informative guidance and connected you with an adviser who could tailor recommendations to your goals. It’s great to hear the whole process felt smooth and stress-free.
Kind regards,
The Local Financial Advice Team
Simon Haydock
Simon Haydock, finace advisor, was most knowledgeable and helpful, he provided me with the information I required.
I will use his advice if needed in the future.
Regards. J. King
13 November 2025
Reply from Local Financial Advice
Hi John,
We’re delighted to hear that your adviser, Simon Haydock, provided such helpful and knowledgeable guidance. It’s great to know you feel confident using his advice again in the future.
Best wishes,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Ruth
Thank you for your comments. We’re pleased the advice you received was clear and easy to understand. Making financial guidance accessible is always important to us.
Warm regards,
The Local Financial Advice Team
I sent an enquiry and they got in touch…
I sent an enquiry and they got in touch and recommended a local independent financial adviser who i was really happy with. They have also made a few follow up calls to check everything was OK.
13 November 2025
Reply from Local Financial Advice
Hi Delia,
We really appreciate your feedback. It’s great to hear that you were matched with a local adviser you were happy with and that the follow-up support felt reassuring.
Kind regards,
The Local Financial Advice Team
Helpful and efficient telephone advise
Dom was very friendly and helpful. He understood my request for financial tax advise and made appointment for me.
13 November 2025
Reply from Local Financial Advice
Hi Lorraine,
Thank you for sharing your experience. We’re pleased that Dom gave friendly, efficient guidance and was able to arrange the right appointment for you. Supporting people with clear connections to advisers is what we strive for.
Best regards,
The Local Financial Advice Team
Nicholas was helpful
Nicholas was helpful, patient, polite and knowledgeable. Very satisfied.
10 November 2025
Reply from Local Financial Advice
Hi Vanessa,
We’re grateful for your comments. It’s great to hear that Nicholas provided such patient and knowledgeable support.
All the best,
The Local Financial Advice Team
Rachel was fabulous
Rachel was fabulous. Very swift response, understood quickly what I required and arranged an appointment within the very tight timeline required, great service.
8 November 2025
Reply from Local Financial Advice
Hi Paul,
Thank you for your feedback. It’s wonderful to hear that Rachel understood your needs straightaway and arranged an appointment within the tight timeframe. Connecting you with the right adviser at the right moment is exactly what we aim for.
Warm regards,
The Local Financial Advice Team
There was quick response to my enquiry.
There was quick response to my enquiry.
The guy i spoke to was very patient and gave a few options to choose from.
5 November 2025
Reply from Local Financial Advice
Hi Eunice,
We’re pleased to hear the response was quick and that you were given clear options to consider. Connecting people with advisers who take the time to listen is always our priority.
With thanks,
The Local Financial Advice Team
I was reticent to go into full details…
I was reticent to go into full details about my finances and ignorant about what my future-proofing options may be. The advisor who rang me was patient and I had time to firm a trust with him - Jamie.
3 November 2025
Reply from Local Financial Advice
Hi Jacqueline,
Thank you for sharing your experience. We’re really pleased to hear that Jamie took the time to speak with you patiently and helped you feel comfortable discussing your situation.
Building trust is so important, and we’re glad the conversation supported you in taking the next step toward connecting with an adviser who can explore your options in more detail.
Kind regards,
The Local Financial Advice Team
Financial Advise
I got a call back and a follow-up call to see if my problem was resolved.
3 November 2025
Reply from Local Financial Advice
Hello Antoinette,
Thank you for your comments. We’re glad to hear you received timely follow-ups and felt supported throughout.
Best wishes,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Susan,
We appreciate you sharing your feedback. It’s great to hear that the response was prompt and that you found the team professional and knowledgeable.
Warm regards,
The Local Financial Advice Team
Spoke to a gentleman named Rob today…
Spoke to a gentleman named Rob today who advised me on my money situation with some very helpful advice, and sorted my enquiry out very happy.
27 October 2025
Reply from Local Financial Advice
Hi Nick,
Thank you for your comments.
We’re pleased to hear Rob was able to offer helpful advice and resolve your enquiry efficiently. It’s great to know you had a positive experience with our service.
Kind regards,
The Local Financial Advice Team
Good initial contract
Fast contact made. Good explanation if the process involved. Not at all pushy.
24 October 2025
Reply from Local Financial Advice
Hi Andrew,
Thank you for taking the time to share your feedback.
It’s great to hear that our team reached out promptly and provided a clear overview of the process. We always aim to make things straightforward and pressure-free for our customers.
Best regards,
The Local Financial Advice Team
very professional
22 October 2025
Reply from Local Financial Advice
Hi Chris,
Thank you for your review.
We really appreciate your feedback and are delighted to hear you found our team professional throughout your experience.
With thanks,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Steve,
Thank you for your review.
We’re glad to hear you found our team member both pleasant and knowledgeable. That’s exactly the level of service we aim to deliver.
Kind regards,
The Local Financial Advice Team
Great advice given and good contacts made
I was looking for advice on how to invest my money once my house sells. I was also looking for the latest stamp duty costs etc. The information given was really helpful. I now know what I need to do and how much it will cost me.
14 October 2025
Reply from Local Financial Advice
Hi Susan,
Thank you for taking the time to leave a review.
It’s wonderful to hear that the information provided helped clarify your next steps and gave you a clear understanding of your options. We’re pleased we could assist with your enquiry.
Many thanks,
The Local Financial Advice Team
Superb service, thank you
Jamie was superb fast at making contact and with sorting out my needs. He was patient, knowledgeable and showed a true understanding of what was required.
He kindly found a local expert in the field of Inheritance Tax and I’ll look forward to getting everything sorted for my aging parents who need some reassurance and assistance through a minefield of decision making on finances. Thank you for all your assistance, very much appreciated
9 October 2025
Reply from Local Financial Advice
Good afternoon,
Thank you so much for your thoughtful review.
We’re thrilled to hear how impressed you were with Jamie’s support and that he helped connect you with an expert in Inheritance Tax planning. It’s wonderful to know our service made things easier for you and your parents.
Wishing you all the best as you move forward,
The Local Financial Advice Team
Reply from Local Financial Advice
Good afternoon,
Thank you for your kind words.
We’re delighted that you found the response polite, prompt, and helpful. It’s exactly the level of service we strive to deliver when matching customers with the right adviser.
Warm regards,
The Local Financial Advice Team
Agent was very helpful
7 October 2025
Reply from Local Financial Advice
Hi Branko,
Thank you for sharing your experience.
We’re so pleased to hear you found our team helpful and that your experience so far has been positive.
Best wishes,
The Local Financial Advice Team
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