I’ve never had anyone explain my debt and money situation so well to me. I received friendly and applicable advice and I feel so much better for it. Thanks to Stephen explaining things for me, I’m n... See more
Company replied
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See what reviewers are saying
The gentleman I spoke to was extremely helpful , not judgemental In The slightest and seemed to genuinely care about the stress that I was experiencing. I felt much better after speaking with him as h... See more
Company replied
The Financial Advisor called me immediately after I received your email. He was very patient, very helpful but above all gave me so much information which helped me to choose the right options. I... See more
From initial enquiry to first contact was less than 24 hours. Appointment set up for two days time after preliminary fact finding. Service to date exactly as advertised.
Company details
Written by the company
We provide a matching service to put you in touch with a local Financial Advisor who is prepared to offer you a FREE initial consultation to establish your Financial Advice needs
Financial Advisors Near Me
Written by the company
- We are committed to putting you in touch with an appropriately qualified and regulated advisor near you!
- At Financial Advisors Near Me we are always striving to make your customer journey as simple, speedy and straighforward as possible whilst ensuring you get the right advice.
If you are not happy we'll put you in touch with another advisor pronto!
If your advisor can't help you we'll find someone who can!
Just get back in touch if you are not happy with your advisor and we'll make sure you get the appropriate advice from another advisor who's able to help!
Contact info
2A St Martins Lane, YO1 6LN, York, United Kingdom
- 01423 423071
- edward.cheung@financial-advisors-near-me.co.uk
- www.financial-advisors-near-me.co.uk
4.6
Excellent
298 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
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See how their reviews and ratings are sourced, scored, and moderated.
No one contacted me,😡
October 15, 2020
Great service thank you
October 13, 2020
I was contacted within minutes and…
I was contacted within minutes and Daniel has been extremely helpful and professional.
October 13, 2020
did not help
did not help me at all or give me any idear on what to do
September 21, 2020
Unprompted review
Reply from Financial Advisors Near Me
Hi Bhupendra,
I've checked with the adviser and am surprised by your review. Please check your email spam folder for an email confirmation of your phone conversation and the advice given.
If you contact https://www.cifas.org.uk/ they will be able to advise why you are being blocked. In the meantime if you open a Transferwise Account you will be able to transact while you recover the situation through CIFAS.
I hope you feel the advice has helped and given you a clear idea of what to do next.
Regards,
Neil
Very good thanks
September 17, 2020
Unprompted review
I have been informed of an advisor near…
I have been informed of an advisor near me, who has yet to contact me but, I am being bombarded with request about 'how did we do'. Well so far I cannot comment other than the constant harassment.
September 15, 2020
Unprompted review
Reply from Financial Advisors Near Me
Hi Robert, we only send out a couple of requests usually. This is so we can hear back from our customers with good news (which we mostly get) and bad news so we can improve our service.
Could you please confirm how many requests you were bombarded with so we can investigate and fix the issue please?
The requests are also sent after the adviser has had ample time to make contact. We often find that advisers have been trying hard to reach clients when there are complaints made, but that there is a problem with the phone number submitted or the phone is not being answered when the adviser calls. Can you confirm if you have spoken to the adviser? And if not, would you like to confirm your phone number and set up an appointment to make sure you and the adviser are available at the same time?
Thanks,
Neil
Very comfortable in talking too
Very comfortable in talking too , great advice ,and looking forward to my meeting organised for this coming Thursday
September 14, 2020
Unprompted review
Splendid work well done!
September 10, 2020
Unprompted review
Help to process my thoughts
I found the advisor helpful and concise. A really good service which helped me collect my thoughts rationally
September 9, 2020
Unprompted review
Excellent
Excellent, made tentative enquires regarding financial advisor, got response within 30 minutes! Appointment made!!
Superb service
September 6, 2020
Unprompted review
I was contacted by a advisor who said…
I was contacted by a advisor who said that they would send me an email with the contact details for a video conference. He needs information from us to give us the information we require. To date I have not received any information at all.
August 28, 2020
Unprompted review
Reply from Financial Advisors Near Me
Hi Ian,
I have looked into this for you and found that your email invite was sent as agreed but you had not received it. Your adviser has since resent it to an alternative email address and your meeting is now going to proceed as planned.
We hope this helps and would be grateful if you could update your review to reflect the issue being resolved.
Regards,
Neil
It did exactly what I asked for
It did exactly what I asked for . Thank you
August 26, 2020
Unprompted review
Excellent service got back to me…
Excellent service got back to me quickly talked to me in a way I could understand and how to go about what I wanted to do.
August 11, 2020
Unprompted review
How can you provide a review when you…
How can you provide a review when you receive no response to an enquiry?
Should be zero stars
Obviously they don’t need any business
A waste of time
August 11, 2020
Unprompted review
Your Mr Matt Baker has not yet rang us…
Your Mr Matt Baker has not yet rang us to say when he will be able to see us. It is now over a week.
August 10, 2020
Unprompted review
Reply from Financial Advisors Near Me
Hi Mr Yadav,
Sorry about the delay here, we are looking into the the problem and have contacted Matt to see what's happened. Matt has been trying to contact you since last week, but without success. I will email you to confirm there are no typos in the phone number. Please reply to the email with confirmed contact details and preferred day and time to take the call.
Thanks
Neil
Impressed
Very quick and efficient response and dealt with a very knowledgable and pleasant lady
July 26, 2020
Unprompted review
Excellent thank you
July 25, 2020
Unprompted review
Lack of Knowledge and Understanding
He did not know the answer to my question, said he would have to go away and work it out but for doing so he would need to charge a fee. A very short conversation.
July 21, 2020
Unprompted review
very very helpful .....
July 20, 2020
Unprompted review
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