Local Financial Advice Reviews 

1,369
TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Evaluating 139 reviews, reviewers overwhelmingly had a great experience with this company. People frequently share that the customer support team is exceptionally kind, patient, and professional during all initial telephone conversations. Consumers truly appreciate the very rapid response to online enquiries and the seamless process of being successfully connected with friendly and knowledgeable financial advisors. However, some people mentioned that representatives were occasionally completely unable to assist them with certain niche, highly specific, or specialized financial queries. A few other reviewers also noted that the overall journey from receiving initial advice to finally securing a formal booking or appointment took a long time.

What people talk about most

Staff

Customers report widespread satisfaction and appreciation regarding the helpful and professional staff.... See more

Customer service

Customers consistently note positive experiences with customer_service, highlighting that representatives are... See more

Service

Users describe positive interactions with service, highlighting prompt, helpful, and highly professional... See more

Response time

Reviewers highlight positive aspects of response_time, frequently noting prompt and swift replies to their... See more

Customer communications

People report positive experiences with contact, highlighting fast response times and helpful follow-up... 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 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

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


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

(1,369)

135 reviews in the last 12 months

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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
Local Financial Advice logo

Reply from Local Financial Advice

Hi Audra,

Thank you for your review. We’re pleased to hear that you found the service friendly, quick, and informative.

Providing a simple and efficient experience when arranging appointments is exactly what we aim for.

All the best,
The Local Financial Advice Team

Rated 5 out of 5 stars

Fantastic response time and Rachel is a star.

The response to my email was super quick, Rachel was absolutely superb, could not ask for better. Made an appointment then and there for a face to face with an adviser, and, followed that with emails directly after our call. Absolutely amazing. Would highly recommend this service so far as there are others out there not too interested but tell you how much they charge.

May 21, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Cameron,

Thank you for taking the time to leave such positive feedback. We’re delighted to hear that Rachel provided a prompt and professional service, helping to arrange your adviser appointment quickly and keeping you updated throughout the process.

We always aim to make arranging an appointment with a regulated financial adviser as smooth and straightforward as possible.

Best wishes,
The Local Financial Advice Team

Rated 5 out of 5 stars

Arbaz called today

Arbaz called today, was very helpful in organizing an advisor visit to discuss my pension options. Very polite and profesional.

May 19, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Sarah,

Thank you for your review. We’re pleased to hear that Arbaz was helpful, polite, and professional while arranging an adviser appointment to discuss your pension options.

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

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

The lady was so friendly and helpful

The lady was so friendly and helpful. Didn't rush me listened to what I said and talked me through everything I needed to know

May 18, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Guy,

Thank you for your kind review. We’re delighted to hear that you found the service friendly, helpful, and unhurried, and that everything was explained clearly during your call.

Providing a supportive and straightforward experience when arranging appointments is very important to us.

All the best,
The Local Financial Advice Team

Rated 5 out of 5 stars

initial phone call from local financial advice

I spoke with Rachael today about gaining advice about my pension pots, she was very thorough and precise advising me of my refferal for financial advice and pleasant to talk to Thank you.

May 15, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi David,

Thank you for taking the time to leave a review. We’re pleased to hear that Rachel was thorough, professional, and pleasant to speak with while helping arrange your referral to a financial adviser.

Our aim is to make the process clear and straightforward from the very first conversation.

Best wishes,
The Local Financial Advice Team

Rated 5 out of 5 stars

I spoke with Becky who was very easy to…

I spoke with Becky who was very easy to talk to and fully explained the process requirements.
I immediately felt at ease and arranged a further meeting to move forward.

May 8, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Mark,

Thank you for your feedback.

We’re pleased to hear Becky was easy to talk to and that the process was clearly explained. It’s great to know you felt at ease and were able to be connected to an adviser for a further meeting.

All the best,
The Local Financial Advice Team

Rated 5 out of 5 stars

1st Class Customer service

Dom the agent asked all the relevant questions with regards to my query and explained the next step in the process in detail, very helpful

May 7, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Fraser,

We’re pleased to hear Dom asked the relevant questions and clearly explained the next steps in the process. It’s great to know you found the service helpful.

Kind regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

I called to ask for independant advice…

I called to ask for independant advice regarding my pension & Arbaz was really helpful & knowledgeable. I felt comfortable speaking with him & assured he has directed my details to the right person.

May 7, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Good evening,

Thank you for your 5* review. We’re pleased to hear you found the service helpful and that you felt comfortable throughout the conversation. Our role is to connect people with regulated financial advisers quickly and efficiently and it’s good to know this process worked well for you.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Pension review

Initially there was a little miss communication between either of us.
As soon as I mentioned I was dealing with a Police pension it was a case of they could not help me.
This is not the first time I had heard this from previous financial advisors.
I had to explain that I was seeking advice regarding to commutation of my pension which I get in less than a months time and what I could do with it to enhance my financial long term security of my commutation.

May 5, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Jon,

Thank you for taking the time to share your feedback.

We’re sorry there was any initial misunderstanding during the call, but we’re pleased this was clarified and that the position around the scope of our service was explained, including how we can introduce you to a suitably qualified adviser.

We always aim to be clear about how we support customers and appreciate the opportunity to review this call.

Thank you again for your comments,
The Local Financial Advice Team

Rated 4 out of 5 stars

Professional advice

Professional advice, answering all my questions without hesitation. Readily explaining options and how to proceed. Also offering a scheduled follow up. So far so good!

May 5, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Liz,

We’re pleased to hear you found the service professional and that your questions were answered clearly and promptly. It’s also good to know the scheduled follow-up was helpful.

All the best,
The Local Financial Advice Team

Rated 5 out of 5 stars

Response time

May 5, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Robert,

Thank you for your feedback.

We’re pleased to hear you were happy with the response time and the overall service provided.

Kind regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Very friend service when booking the…

Very friend service when booking the appointment and she listened to me and understood my needs.

April 28, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Good evening,

Thank you for your review. We’re pleased to hear you found the service friendly and that you felt listened to and understood when booking your appointment.

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

Pleasant experience.

The lady I spoke with was very professional and easy/pleasant to talk with. I felt all of my questions and concerns were addressed.

April 21, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Tony,

Thank you for your kind comments. We’re glad to hear you felt comfortable throughout and that your questions and concerns were fully addressed.

Warm regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Rob was patient and informative

Rob was patient and informative. He got to the point and clearly explained the process.

April 20, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Jayne,

Thank you for your feedback. We’re pleased to hear Rob was patient, clear and informative throughout your conversation.

Kind regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Arbaz was very professional and helpful…

Arbaz was very professional and helpful - Thank you

April 16, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Osman,

Thank you for your kind review. We’re glad to hear Arbaz was professional and helpful throughout your interaction.

Best wishes,
The Local Financial Advice Team

Rated 5 out of 5 stars

Great nick was very helpful and polite…

Great nick was very helpful and polite to talk to pleasant experience 💯💯

April 14, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Sue,

Thank you for your lovely feedback. We’re pleased to hear Nick was helpful, polite and made the experience a positive one for you.

Many thanks,
The Local Financial Advice Team

Rated 1 out of 5 stars

Poor and unsure advice

Poor and unsure advice. and from advice to appointment was a long time

April 14, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Cliff,

Thank you for your feedback. We’re sorry to hear you weren’t fully satisfied and appreciate your comments regarding the time taken to arrange an appointment with an adviser. We are continually working to reduce the wait and make it as smooth and efficient as possible for customers.

If you would like to share anything further or if we can assist with anything else, please feel free to contact us at enquiries@localfinancialadvice.co.uk.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Very good

Very good
Listened to all my concerns
A 1/4 hour well spent

April 14, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Vivien,

Thank you for your review. We’re glad to hear you felt listened to and that the time spent was worthwhile for you.

Kind regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Stuart Powell was quite straightforward and honest

Stuart Powell was quite straightforward and conscious of my concerns for my younger son.

April 8, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Terry,

We’re pleased to hear your experience with Stuart Powell, the adviser we connected you with, was straightforward and that he was attentive to your concerns. It’s great to know you felt supported during the conversation.

Best wishes,
The Local Financial Advice Team

Rated 5 out of 5 stars

Friendly & Efficient Advice

This company got back to me really quickly after I made an enquiry on line. Unfortunately they were not able to help me with my specific query but they were friendly, efficient and explained things in an easy to understand way.

April 7, 2026
Local Financial Advice logo

Reply from Local Financial Advice

Hi Rebecca,

Thank you for your review. We’re pleased to hear you received a quick response and found the team friendly and efficient, even where your enquiry required direction elsewhere.

Many thanks,
The Local Financial Advice Team

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