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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Review summary
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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 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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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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Company details
- #94 of 169 best companies in Non-bank financial service
- #8 of 19 best companies in Asset manager services
- #29 of 78 best companies in 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 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.
Reply from Local Financial Advice
Good afternoon,
Thank you for your kind feedback. We're glad the service helped get you connected with a polite and clear adviser for your equity release enquiry.
Our role is to ensure people are matched with trusted financial professionals, so it’s great to hear things got off to a positive start.
Many thanks,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Nerys,
Thank you for sharing your positive experience with us.
Our aim is to connect people with the very best financial advice, so it’s fantastic to hear that you were happy with our service.
All the best,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Kevin,
Thank you for sharing your positive experience with us. We are pleased to hear that the conversation with our team was pleasant.
Our aim is to connect people with the very best financial advice, so it’s fantastic to hear that you were happy with our service.
All the best,
The Local Financial Advice Team
They want to sell leads, not to make you wealthier.
The person who handled my query was clear and professional. But it's important to remember that this company makes its living by generating leads for financial advisers, who pay for these leads. So they are less interested in matching you with an adviser who will meet your needs than with getting an income from a financial adviser who will try to sell you an inappropriate product.
I was matched with a young chap whose job it was to sell me some managed funds from a big wealth management company, charging 4.5% for their services. A truly independent adviser would have pointed out that managed funds rarely beat tracker funds and that you can buy a tracker fund for vastly less (0.3%). His job wasn't to make me wealthier, it was to make his parent company wealthier. And Local Financial Advice don't want to make you wealthier, they want to sell leads to people like this chap who want to take your money.
20 May 2025
Unprompted review
Reply from Local Financial Advice
Hi Rick,
Thank you for taking the time to share your feedback.
We’re sorry to hear that your experience left you feeling disappointed. While we’re pleased to hear that your experience with Local Financial Advice was clear and professional, we appreciate you sharing your concerns regarding the adviser you were matched with - we will be sure to pass this information to them.
At Local Financial Advice, our aim is to connect individuals with qualified financial advisers who can help guide important financial decisions based on the information provided. We don’t offer financial advice ourselves, and while advisers may have different approaches or fee structures, we expect them to always act in the client’s best interest and provide transparent information.
That said, we take your comments seriously and would like to look into this further to ensure that the service you received was appropriate. If you're open to it, please get in touch with us directly at enquiries@localfinancialadvice.co.uk so we can better understand the situation and continue to improve the experience we offer.
Best regards,
The Local Financial Advice Team
Great free advice!
Phoned me in minutes of me sending the online form. Great free advice. Would definitely recommend!
28 May 2025
Reply from Local Financial Advice
Hi Natalie,
We’re so glad you shared your experience—thank you for the recommendation. It means a lot to our team.
Our goal is to connect people with the right financial advice for their needs, so we’re pleased to hear your felt the service was a great experience and you got the information you needed as a result.
All the best,
The Local Financial Advice Team
Very Happy
I was put in touch with an IFA and the advice I was given has been extremely helpful. He found me a product that suits my needs. I am very happy and would highly recommend this service.
21 May 2025
Reply from Local Financial Advice
Hi Sue,
Thank you for your lovely recommendation!
We aim to connect everyone with high-quality financial advice tailored to their needs, so we’re thrilled to hear that you were matched with an IFA who could offer exactly the right solution.
Best wishes,
The Local Financial Advice Team
Rachele was a great help went above and…
Rachele was a great help went above and beyond to understand what I was wanting and got an advise on board with a few minutes. It was a pleasure to deal with her she has such an upbeat and helpful manner .
14 May 2025
Reply from Local Financial Advice
Hi Grant,
We’re so glad you shared your experience—thank you!
We’re here to make connecting with the right adviser as smooth and supportive as possible. It’s great to hear that Rachel went above and beyond and made the process a pleasure for you.
All the best,
The Local Financial Advice Team
A very good installation introduction.
I was looking for advice regarding inheritance tax and pleased to hear that a suitable financial advisor could be found for me. I was given sufficient information to make me feel comfortable in arranging a contact in a weeks time for an initial conversation with a named advisor.
13 May 2025
Reply from Local Financial Advice
Good evening,
Thanks for taking the time to leave your feedback!
Our goal is to connect people with the right financial advice for their needs, so we’re pleased to hear you felt confident and informed in setting up a call with an adviser.
Many thanks,
The Local Financial Advice Team
Really appreciate talking to someone on…
Really appreciate talking to someone on phone and person i was speaking too speaking to was excellent thanks
13 May 2025
Reply from Local Financial Advice
Hi Allan,
We appreciate your kind words!
It’s important to us that we connect people with someone who’s not only helpful but easy to talk to. We’re delighted your phone experience was a positive one.
Best wishes,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Martin,
Thanks so much for your review!
Our goal is to connect people with clear, accessible financial guidance. We’re really glad to hear that you found the information easy to understand.
All the best,
The Local Financial Advice Team
Very Lovely empathetic women!!
Very Lovely empathetic women!!! We need more Rachel’s!!!!!!
12 May 2025
Reply from Local Financial Advice
Hi Ellie,
Thank you for such a warm review!
Our goal is to connect people with the right financial advice, and we're so pleased to hear that Rachel made the process feel easy and supportive. It’s great to know she helped you feel understood while finding the right adviser for your needs — we completely agree, we need more like her!
Best wishes,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Keith,
We really appreciate you taking the time to leave a review!
Our goal is to connect everyone with the very best financial advice, so we’re glad to hear you found the experience helpful, knowledgeable, and pleasant. We'll be sure to pass on your kind words to Rachel.
Many thanks,
The Local Financial Advice Team
Helpful and understanding
Professional, friendly,helpful, efficient and understood my query. Recommended an excellent company to assist me with my issues.
7 April 2025
Reply from Local Financial Advice
Hi Anne,
Thank you for taking the time to leave such thoughtful feedback!
We’re really pleased to hear that you found our team professional, friendly, and efficient — and that we were able to recommend a company that suited your needs. Helping you connect with the right financial adviser is exactly what we aim for.
Many thanks,
The Local Financial Advice Team
Very polite
6 May 2025
Reply from Local Financial Advice
Hi Russell,
Thank you for your kind words.
We’re glad to hear you found our team polite and approachable. It’s always our goal to create a positive experience while helping connect you with the right financial adviser.
All the best,
The Local Financial Advice Team
Very good service
2 May 2025
Reply from Local Financial Advice
Good afternoon,
Thank you for your review!
Our goal is to connect all our customers with the very best financial advice, so it’s great to hear you were happy with the service provided.
Kind regards,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Andrew,
Thank you for your feedback!
We’re really glad you found the advice friendly and supportive. We aim to make every step as smooth and helpful as possible when connecting you with a financial adviser.
Many thanks,
The Local Financial Advice Team
Adviser didn’t listen when I was trying…
Adviser didn’t listen when I was trying to explain what I wanted. It was like he was reading from a script.
29 April 2025
Reply from Local Financial Advice
Hi Nigel,
Thank you for taking the time to leave your feedback. We’re really sorry to hear that your experience didn’t meet your expectations. Listening and understanding each customer’s individual needs is incredibly important to us, and it’s clear we fell short in this instance.
We’d like to look into this further and make it right. If you're open to it, please contact us at enquiries@localfinancialadvice.co.uk, so we can better understand what happened and help improve your experience.
Best regards,
The Local Financial Advice Team
Very clear concise
Very clear concise, asked what I needed and matched me up seamlessly
26 April 2025
Reply from Local Financial Advice
Hi Mark,
Thank you for your review!
We’re delighted to hear that our team were clear and concise, and that we were able to match you seamlessly with a financial adviser. That’s exactly the outcome we hope for with every customer.
Best wishes,
The Local Financial Advice Team
Excellent first point of contact
I had a really pleasant and efficient conversation with Rachael. She was professional yet friendly, took down the necessary details, and quickly arranged a meeting for me with the right person. I appreciated how smoothly everything was handled-she made the process very straightforward.
23 April 2025
Reply from Local Financial Advice
Good afternoon,
Thank you for taking the time to share such detailed feedback.
We’re so pleased to hear that Rachel provided a professional and friendly first point of contact. It’s great to know the process felt smooth and straightforward, and that you were connected quickly with the right adviser.
Many thanks,
The Local Financial Advice Team
Rachel was very helpful and explained…
Rachel was very helpful and explained all to me.
23 April 2025
Reply from Local Financial Advice
Hi Carol,
Thank you for your kind words.
It’s great to hear that Rachel was helpful and able to clearly explain everything to you. Thank you for using our service!
All the best,
The Local Financial Advice Team
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