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.
She was very helpful and made easy to…
She was very helpful and made easy to undestand everything.
The service was provided in less than one hour, after I applied online.
June 10, 2025
Reply from Local Financial Advice
Good afternoon,
We really appreciate you taking the time to leave a review!
It’s great to hear everything was explained clearly and that things moved so quickly after you applied. Our goal is to connect everyone with the very best financial advice, so we're thrilled you found the service helpful and efficient.
Many thanks,
The Local Financial Advice Team
Very quick and clear response
June 7, 2025
Reply from Local Financial Advice
Hi John,
Thanks for sharing your experience—it’s great to hear you received a quick and clear response.
Our goal is to connect everyone with the very best financial advice, and we’re pleased the process worked well for you.
All the best,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Corey,
Thank you for your review—we’re glad to hear you found the service helpful and friendly.
We're here to connect people with trustworthy financial advisers in a clear and stress-free way, and your feedback tells us we’re on the right track.
Best wishes,
The Local Financial Advice Team
Very impressed
Very impressed with this service, It was quick and efficient. I was contacted via phone within a few minutes after my initial contact. The person was very polite, patient and helpful. It only took less than 10 minutes, after the call for him to arrange my appointment with my financial adviser. Now that's great service.
June 6, 2025
Reply from Local Financial Advice
Hi Jennifer,
We really appreciate your feedback and are delighted to hear how quickly and smoothly everything went for you.
Our goal is to connect everyone with the very best financial advice as efficiently as possible—so it’s great to know your appointment was arranged within minutes of your call.
Many thanks,
The Local Financial Advice Team
Excellent service
Excellent service. Gentleman fully understood my queries and concerns re Inheritance Tax and gave me advice and recommendations for the best way forward.
May 8, 2025
Reply from Local Financial Advice
Hi Alan,
Thanks for your thoughtful review—we’re so glad the service helped get your inheritance tax questions addressed clearly and effectively.
Our goal is to connect you with qualified advisers who understand your needs, so we're pleased to hear that came through in your experience.
All the best,
The Local Financial Advice Team
Not very happy
EDITED: I am actually very unhappy with the serive. At face value they were quick and helpful. Butbthe company they got me in touch with didnt actually exist. They sent me an email with just a company name and not website or phone number. When i searched the comoany online companies house saidbthey were dissolved. I then got a call from a completely different company at the arranged time. It made me feel very uneasy.
However they were heloful when i called them to asknthem to remove my details from their system and listened to the issue and said they would escilate internally.
Pretty dissappointed as financial matters are e verybsenstive subject and with allbthe scams that are out there, should be handled with the best care.
ORIGNIAL REVIEW: Called me back really quickly and were super clear and helpful. They got me connected with an advisor withing 10mins!
Highly recommend!
June 5, 2025
Reply from Local Financial Advice
Hi Georgia,
Thank you for taking the time to update your review and share your experience with us.
We’re sorry to hear that your interaction left you feeling uneasy—especially when it comes to something as important and personal as your finances. At Local Financial Advice, our goal is to connect individuals with FCA-regulated advisers in a way that’s safe, transparent, and respectful. We fully recognise how important trust is in this process, and we take that responsibility seriously.
Please be assured that we’re looking into the matter carefully to understand what happened and identify any areas where our processes can be improved.
We genuinely value your feedback—it plays an important role in helping us enhance our service and uphold the standards our customers rightly expect.
If there’s anything further you’d like to discuss, feel free to contact us at enquiries@localfinancialadvice.co.uk.
Many thanks,
The Local Financial Advice Team
Very pleased with how Rachel conducted…
Very pleased with how Rachel conducted our enquiry, which has led to a swift efficient appointment with a consultant.
June 5, 2025
Reply from Local Financial Advice
Hi Jennifer,
We really appreciate your kind words. It’s great to hear that Rachel made the process smooth and that you were quickly connected with a consultant.
Our role is to make it easy for people to access trusted financial advice, so we’re delighted the service worked so efficiently for you.
Best wishes,
The Local Financial Advice Team
Really helpful and informative with who…
Really helpful and informative with who would be best to help me.
June 5, 2025
Reply from Local Financial Advice
Hi Natty,
Thanks for taking the time to share your feedback! We're really pleased to hear you found the service helpful and informative in identifying the right person to assist you.
Our goal is to connect everyone with the very best financial advice, and it's great to know we pointed you in the right direction.
Many thanks,
The Local Financial Advice Team
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.
May 20, 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!
May 28, 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.
May 21, 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 .
May 14, 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.
May 13, 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
May 13, 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!!!!!!
May 12, 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
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