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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Review summary
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What people talk about most
Reviews shaping this summary
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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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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Thank you for your promp response to my enquiry. This contact with you was very helpful and enable me to proceed with the next stage of my problem. An appointment with a local Finance Advisor was m... 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
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The person was helpful.
March 19, 2026
Reply from Local Financial Advice
Good afternoon,
Thank you for your review. We’re glad to hear that your call was helpful. Providing clear, approachable support during the initial conversation is always our aim, and it’s part of how we help customers connect with the right financial specialist.
Warm regards,
The Local Financial Advice Team
Help is at hand.
Having never been an investor and looking for some practical advice it was appreciated to have a caring helpful advisor at the other end of the phone to chat through the process. Much appreciated.
March 11, 2026
Reply from Local Financial Advice
Hi Robert,
Thank you for taking the time to leave your feedback. We’re delighted to hear that you found our team helpful during your call.
Our role is to connect people with regulated financial advisers who can discuss their circumstances directly, and it’s great to know the introduction process was smooth and supportive for you.
Many thanks,
The Local Financial Advice Team
Helpful and professional !!
March 10, 2026
Reply from Local Financial Advice
Good evening,
Thank you for your review. We’re pleased to hear you found our service helpful and professional.
Our role is to connect people with regulated financial advisers quickly and efficiently.
Best wishes,
The Local Financial Advice Team
I had a problem with a phone number…
I had a problem with a phone number this morning and rang you this afternoon.
The problem was sorted straight away and your advisor dealt with everything I wanted to know while on the phone.
Thank you.
March 9, 2026
Reply from Local Financial Advice
Good evening,
We really appreciate your feedback. It’s great to hear that the phone issue was resolved promptly and that the adviser was able to provide the information you needed.
Our focus is on making sure customers are connected with advisers who can discuss their circumstances directly.
Kind regards,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Paul,
Thank you for sharing your experience. We're delighted that you found the service easy to use, friendly, and informative.
We aim to make connecting with regulated financial advisers simple and straightforward.
Many thanks,
The Local Financial Advice Team
Polite and professional communication.
March 3, 2026
Reply from Local Financial Advice
Hi Robert,
We appreciate your feedback. It’s great to hear that the communication you received was polite and professional throughout.
Our goal is to ensure introductions to advisers are smooth and efficient for everyone.
All the best,
The Local Financial Advice Team
Answered all my questions…
Answered all my questions professionally and knowledgeably. Very polite, helpful and guided me to the right person
February 27, 2026
Reply from Local Financial Advice
Hi Margaret,
Thank you for your kind review. We’re pleased that your questions were answered professionally and that you were guided to the right adviser.
Our role is to connect people with experienced financial advisers while keeping the process simple and straightforward.
Warm regards,
The Local Financial Advice Team
Quick response and set up a match very…
Quick response and set up a match very quickly with a great financial advisor
February 17, 2026
Reply from Local Financial Advice
Hi Gemma,
Many thanks for your positive review. We’re pleased we could respond quickly and match you with a financial adviser so promptly.
Providing a fast and efficient introduction to trusted advisers is exactly what we strive for.
Warm regards,
The Local Financial Advice Team
The call was so professional and…
The call was so professional and allowed me to get full value for what I needed to proceed
February 18, 2026
Reply from Local Financial Advice
Good afternoon,
Thank you for your thoughtful feedback. We’re delighted to hear the call was handled professionally and gave you the clarity you needed to move forward.
Our goal is to ensure you’re smoothly introduced to the right financial adviser for your needs.
All the best,
The Local Financial Advice Team
Every thing was explained in terms I…
Every thing was explained in terms I understand
February 12, 2026
Reply from Local Financial Advice
Hi Marina,
Thank you for your kind comments. We’re so pleased to hear everything was explained in clear, easy-to-understand terms.
Helping people feel comfortable and informed from the outset is exactly what we aim for when connecting them with trusted financial advisers.
Best wishes,
The Local Financial Advice Team
I called Local Financial Advice
I called Local Financial Advice not for advice what to invest in, but how to establish a self custody, online brokerage platform where I could keep long-term US stocks while living in the UK and could eventually bequeath to my daughters living in the US.
I knew that the specific information I required would need to be provided by an impartial advisory service as I obviously would not be investing with them or any possible associates. After writing my requirements on their questionnaire, Local Financial Advice said it would take some time but they would find an advisor who would contact me. It took about three weeks but they did message me every week to advise me that they were still looking. When the advisor did contact me, it was on the phone and we talked. He knew what I was looking for and provided me with 4 online self-custody brokerage sites to investigate.
Local Financial Advice did not set-up or establish the investment platform I’m looking for, but they provided the addresses of 5 organisations that very probably could. I rate them honest, willing to help and true to their word.
February 9, 2026
Reply from Local Financial Advice
Hi George,
Thank you for sharing such a detailed review. We’re glad we could connect you with an adviser who understood your requirements and pointed you to relevant options.
Our focus is always on being honest, supportive, and true to our word, so it’s wonderful to hear that this came across in your experience.
All the best,
The Local Financial Advice Team
Informative telephone meeting
As totally unsure about equity release the advisor gave us clear and understandable advice. He spoke with us on the telephone for a considerable length of time explaining various options with the option of a personal visit should we wish to continue with our application. It was an informative experience and well presented.
February 4, 2026
Reply from Local Financial Advice
Hi Helen,
Thank you for your review. We’re pleased that the adviser you spoke with was clear and informative and that the telephone meeting gave you a helpful overview of your options.
Our role is to connect people with advisers who can provide guidance tailored to their needs, and it’s great to hear this process worked well for you.
Warm regards,
The Local Financial Advice Team
Very efficient
Lovely lady, such a pleasant telephone call. Made an appointment for me straight away. Very happy with the efficiency.
January 29, 2026
Reply from Local Financial Advice
Hi Angela,
We really appreciate your feedback! It’s wonderful to hear that your telephone call was so pleasant and that arranging your appointment was quick and efficient.
Our goal is always to make connecting with an adviser simple and smooth, so we’re glad this came across in your experience.
With thanks,
The Local Financial Advice Team
Arbaz very helpful to connect me with…
Arbaz very helpful to connect me with the right financial advisor I required
January 28, 2026
Reply from Local Financial Advice
Hi Derek,
Thank you for taking the time to leave your review. We’re delighted that Arbaz was able to connect you with the financial adviser you needed.
Helping people find the right adviser is at the heart of what we do, and we’re pleased to hear you were satisfied with the service.
Best wishes,
The Local Financial Advice Team
Was able to help me to do the paper work
January 26, 2026
Reply from Local Financial Advice
Good afternoon,
Thank you for sharing your feedback with us. We’re glad to hear that you were able to get the support you needed to complete the paperwork through the adviser we connected you with.
Helping people find the right adviser is exactly what we aim to do, and it’s great to know the connection worked well for you.
Kind regards,
The Local Financial Advice Team
Financial advice
My local financial advisor was a pleasure to talk to, easy to understand and offered really good advice
January 21, 2026
Reply from Local Financial Advice
Good evening,
Thank you for your review. We’re pleased to hear your local adviser was easy to speak with and explained things clearly. It’s great to know the introduction worked well for you.
Many thanks,
The Local Financial Advice Team
Very quick response
Very quick response, listened to my exact needs and requirements and set me up with a meeting with an expert straight away, fantastic service
January 16, 2026
Reply from Local Financial Advice
Hi Robert,
Thank you for sharing your experience. We’re glad we were able to respond quickly, understand your requirements, and connect you with an expert without delay.
Best regards,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Michelle,
Thank you for your feedback. We’re pleased to hear the adviser you were introduced to provided helpful advice and appreciate you taking the time to share your experience.
Many thanks,
The Local Financial Advice Team
Good experience
January 12, 2026
Reply from Local Financial Advice
Hi Paul,
Thank you for taking the time to leave your feedback. We’re pleased to hear you had a good experience with our service.
Providing clear and helpful support is important to us, and we appreciate you sharing your comments.
Many thanks,
The Local Financial Advice Team
Pre Advisor Requirements Established
Whilst I have yet to have a conversation with the actual advisor, the first contact was excellent in establishing my requirements and then identifying an advisor and setting up a consultation meeting.
The conversation was factual, professional yet friendly.
January 12, 2026
Reply from Local Financial Advice
Hi John,
Thank you for taking the time to share your detailed feedback. We’re pleased to hear your initial contact was handled professionally and helped clearly establish your requirements.
Ensuring the right information is gathered and the appropriate consultation is arranged is an important first step, so we’re glad you found the experience friendly and informative.
Many thanks,
The Local Financial Advice Team
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