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 4 out of 5 stars

Simple & convenient

1 October 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Dave,

Thank you for your feedback.

We’re so pleased to hear you found the process simple and convenient. That’s exactly what we aim for when connecting people with trusted financial advisers.

Warm regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Matt was efficient and thorough

Matt was efficient and thorough. He was very clear and straightforward.

30 September 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Fanny,

Thank you for your review.

We’re so pleased to hear that Matt was able to support you efficiently and thoroughly, while keeping things clear and straightforward. We aim to connect people with advisers who offer both expertise and clarity, so it’s great to hear that reflected in your experience.

All the best,
The Local Financial Advice Team

Rated 5 out of 5 stars

Very prompt and professional service.

Very prompt and professional service.

29 September 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Carol,

Thank you for your comments.

We’re glad to hear you found the service prompt and professional. Our focus is on making the process smooth and efficient while ensuring you receive the right support for your financial needs.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Very thorough and professional…

Very thorough and professional questions asked and with a very pleasant manner

29 September 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Nigel,

Thank you for sharing your feedback.

We’re delighted to hear you found the questions thorough, professional, and delivered in a pleasant manner. Our goal is to ensure the process feels both supportive and informative, so it’s wonderful to know that came across.

Many thanks,
The Local Financial Advice Team

Rated 1 out of 5 stars

Basically if you’re not profitable they…

Basically if you’re not profitable they tell you ‘they don’t have anyone with that particular experience.’ Good fob off.

24 September 2025
Unprompted review
Local Financial Advice logo

Reply from Local Financial Advice

Good morning,

Thank you for taking the time to share your feedback.

We’re sorry to hear that your experience left you feeling disappointed. Our aim is to connect people with the right financial experts for their needs, but in some cases we may not have a specialist available that matches a particular requirement.

We understand how frustrating this can feel, and we’ll continue to work on broadening the range of advisers we can connect people with. Your feedback is really valuable in helping us improve the service.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Very good service

17 September 2025
Local Financial Advice logo

Reply from Local Financial Advice

Good afternoon,

Thank you for your comments.

We’re really pleased to hear that you were happy with the service provided. Our aim is to connect you with trusted financial advisers who can offer the right guidance, so it’s great to know your experience was a positive one.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

The speed and understanding of what I…

The speed and understanding of what I require and good communication skills of the individual I spoke to over the phone of the subject matter I want to discuss further.

17 September 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Kieran,

Thank you for your feedback. We’re pleased to hear our team understood your requirements and communicated clearly, while connecting you with a financial adviser to discuss your needs further.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Polite &informative

8 September 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi John,

Thank you for your review. We’re glad you found our team polite and informative while helping connect you with financial advice.

Kind regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Dom attempted to contact me a couple of…

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, friendly, professional and very supportive. I really appreciate his approach, empathy and his professionalism. A much valued member of the team.

4 September 2025
Local Financial Advice logo

Reply from Local Financial Advice

Good morning,

Thank you for taking the time to share your experience. We’re delighted to hear Dom made such a positive impression with his patience, professionalism, and friendly approach. Your feedback will be passed on to him.

All the best,
The Local Financial Advice Team

Rated 5 out of 5 stars

Very informative and helpful

Very informative and helpful agent

4 September 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Rob,

Thank you for your feedback. We’re glad our team was able to provide helpful information and guide you toward the right financial advice.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Very friendly staff

Very friendly staff, explained everything I needed to know.

4 September 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Michael,

Thank you for leaving a review. We’re pleased to hear our team provided a friendly and clear service while helping you take the next steps toward receiving financial advice.

Kind regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Prompt response.

They responded within 24 hours to find out what our particular needs were and passed our details promptly to a local independent financial advisor. They also followed up to make sure contact had been made.

1 September 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Karen,

Thank you for your comments. It’s great to hear our team responded promptly, identified your needs, and connected you with a local financial adviser.

All the best,
The Local Financial Advice Team

Rated 5 out of 5 stars

Yes good service and knowledge of…

Yes good service and knowledge of products

30 August 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Howard,

Thank you for sharing your feedback. We’re glad you had a positive experience and that our team could connect you with the right support when you needed it.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

So far excellent service

So far excellent service. Came back to me very quickly with hopefully an advisor that can arrange and fulfil our requirements . We are going to be talking to the advisor very shortly

26 August 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Claire,

Thank you for your review. We’re really pleased to hear our team responded quickly and helped connect you with a financial adviser to support your requirements. We hope your conversation went well.

Kind regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

The caller was polite and pleasant and…

The caller was polite and pleasant and was very patient asking me what.my requirements were and how.much of an investment I was looking to place. Also what my needs would be from securing an investment.

26 August 2025
Local Financial Advice logo

Reply from Local Financial Advice

Good morning,

Thank you for your comments.

We’re glad to hear our team took the time to listen to your requirements and understand your investment needs. Our goal is to connect you with a financial adviser who can provide the right support for your situation, and it’s great to know you were pleased with the service.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

I spoke to a very friendly and…

I spoke to a very friendly and efficient man called Ron. He was very coherent and explained everything I needed to know clearly so I could understand. I am very grateful for his help and advice

21 August 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Susan,

Thank you for sharing your feedback. We’re so pleased to hear our team member explained everything clearly and made the process easy to understand. We’ll be sure to pass your kind words on.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

I was contacted quickly and home visit…

I was contacted quickly and home visit was friendly and options clearly explained

18 August 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Joanna,

Thank you for your review.

We’re delighted to hear the adviser explained your options clearly and that the home visit was a positive experience.

Our goal is to connect you with the right financial adviser, so it’s wonderful to know you were pleased with the service.

Warm regards,
The Local Financial Advice Team

Rated 4 out of 5 stars

Tony Stevens was very easy to…

Tony Stevens was very easy to understand and very clear and precise.

14 August 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Andy,

Thank you for your review. It’s great to hear the conversation was clear and easy to follow.

Clarity and understanding are key, and we’re happy you had a positive experience.

Best wishes,
The Local Financial Advice Team

Rated 5 out of 5 stars

Mohammed was thorough on his call and…

Mohammed was thorough on his call and knowledgeable and hopefully pointed me in right direction

13 August 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi David,

Thank you for your review. We’re glad to hear your call was handled thoroughly and with a good level of knowledge.

We work to connect people with someone who can provide clear and practical guidance.

Kind regards,
The Local Financial Advice Team

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