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.
Agent was very helpful
October 7, 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
Reply from Local Financial Advice
Hi Monzur,
Thank you for your review.
We’re glad to hear you’re happy with the service so far. We hope your adviser has been able to provide the support and information you need, and we appreciate you taking the time to share your feedback.
Kind regards,
The Local Financial Advice Team
Simple & convenient
October 1, 2025
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
Matt was efficient and thorough
Matt was efficient and thorough. He was very clear and straightforward.
September 30, 2025
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
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
Very thorough and professional…
Very thorough and professional questions asked and with a very pleasant manner
September 29, 2025
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
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.
September 24, 2025
Unprompted review
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
Very good service
September 17, 2025
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
I don't recall speaking to Graham
August 19, 2025
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.
September 17, 2025
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
Polite &informative
September 8, 2025
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
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.
September 4, 2025
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
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
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
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.
September 1, 2025
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
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
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
August 26, 2025
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
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.
August 26, 2025
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
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
August 21, 2025
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
I was contacted quickly and home visit…
I was contacted quickly and home visit was friendly and options clearly explained
August 18, 2025
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
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