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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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
See how their reviews and ratings are sourced, scored, and moderated.
Follow up call after my online enquiry…
Follow up call after my online enquiry very helpful and put me in touch with an advisor.
December 29, 2025
Reply from Local Financial Advice
Hi Thomas,
Thank you for your feedback. We’re glad to hear the follow-up call was helpful and put you in touch with an adviser.
Connecting people with the right adviser at the right time is exactly what we aim for.
Many thanks,
The Local Financial Advice Team
Get safe and secure financial advice
The financial advisor with whom I was put in touch was courteous and forthcoming with full details of qualifications and independent status.
He was both courteous and sympathetic, a good listener and clearly very competent and professional with advice about alternative courses of action, yet careful to avoid applying undue pressure for options he might well think advisable.
He was not afraid to point out problems with the present state of my finances, without being discouraging about future remedies.
I feel as if I have taken a positive step and that I am in safe hands with my finances.
December 29, 2025
Reply from Local Financial Advice
Hi Gino,
Thank you for sharing your feedback. We’re delighted to hear that the introduction to the adviser was helpful and gave you confidence in taking the next steps.
Connecting people with qualified and trustworthy advisers who can provide the guidance they need is exactly what we aim for.
Kind regards,
The Local Financial Advice Team
Quick response…
I had very speedy contact from Rob from the company. He took my information and came back to me again and I was able to set up an appointment with the right person who will hopefully be able to help me in my circumstance.
December 15, 2025
Reply from Local Financial Advice
Hi Deborah,
Thank you for your feedback. It’s great to hear that Rob was able to respond quickly and help you arrange an appointment with the right person.
Connecting you with the right adviser efficiently and smoothly is exactly what we aim for.
All the best,
The Local Financial Advice Team
Reply from Local Financial Advice
Good afternoon,
Thank you for taking the time to leave a review. We’re glad to hear the information was clear and easy to follow.
Many thanks,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Margarete,
Thank you for taking the time to leave a review. We’re pleased to hear you found the information easy to understand.
Helping people connect with the right adviser, if they wish to explore their options further, is exactly what we aim for.
Kind regards,
The Local Financial Advice Team
Thank you for your promp response to my…
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 made during our discussions so I was very pleased with your helpful service and look forward to our meeting on 6th January 2026.
Thanks again for your assistance.
December 3, 2025
Reply from Local Financial Advice
Hi Robert,
Thank you for your feedback. We’re pleased to hear you were happy with the information provided.
Connecting you with the right adviser at the right moment is exactly what we aim for.
All the best,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Sara,
Thank you for your feedback. We're delighted to hear that you found our service prompt and professional.
Our aim is to ensure every enquiry is handled swiftly and with the highest level of care and clarity.
Kind regards,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Jeffrey,
Thank you for your review. We're pleased to know our agent asked the right questions and that you found the interaction helpful.
Our aim is to provide clear, relevant guidance from the very first conversation so you feel fully supported.
Best wishes,
The Local Financial Advice Team
My enquiry was dealt with professionally.
My enquiry was dealt with pleasantly, yet efficiently and professionally.
November 27, 2025
Reply from Local Financial Advice
Hi Roger,
Thank you for taking the time to share your experience. We're glad to hear your enquiry was handled pleasantly, efficiently, and with professionalism.
Our aim is to deliver a positive and reassuring experience every time you speak with us.
Warm regards,
The Local Financial Advice Team
I was put in touch with financial…
I was put in touch with financial advisor who was very supportive, knowledgeable and gave me 40 mins free initial consultation and lots of advice. I will book a further consultation with him in February before I retire.
November 27, 2025
Reply from Local Financial Advice
Hi Marg,
Thank you for your feedback. We're pleased to hear that you were connected with a supportive and knowledgeable adviser who was able to offer a helpful initial consultation.
Our aim is to ensure you're introduced to trusted experts who can provide clear guidance as you explore your options, especially ahead of important decisions like retirement.
Kind regards,
The Local Financial Advice Team
Helpful service
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 able to provide some very helpful advice and guidance and wasn’t at all pushy. So overall a good experience and would recommend them if you’re looking for financial advice and not sure where to go.
September 17, 2025
Reply from Local Financial Advice
Hi Mal,
Thank you for sharing such detailed feedback. We're really pleased to hear that our team responded quickly and connected you with someone who offered helpful, pressure-free advice. It’s great to know the experience felt supportive and reassuring.
Our aim is to guide you in the right direction and ensure you’re introduced to trusted experts who can provide clear, unbiased help whenever you need it.
Kind regards,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Sara,
Thank you for your review. We're delighted to hear you felt the service was great.
Our aim is to provide prompt, friendly, and reliable support from the moment you get in touch.
Best wishes,
The Local Financial Advice Team
Reply from Local Financial Advice
Good morning,
Thank you for your feedback. We're glad to hear that the information you received was helpful and provided clarity.
Our aim is to ensure your experience with us is smooth, supportive, and easy to navigate.
Warm regards,
The Local Financial Advice Team
Arbaz helped with everything I needed…
Arbaz helped with everything I needed to know and made me happy with the decision I will make going forward regarding my financial future
November 24, 2025
Reply from Local Financial Advice
Hi Lewis,
Thank you for your kind review. We're pleased to hear that Arbaz was able to assist you and ensure you had everything you needed before speaking with an adviser. It’s great to know you're feeling confident about the steps ahead.
Our aim is to make the process clear, straightforward, and reassuring from the moment you get in touch.
Kind regards,
The Local Financial Advice Team
The advice from staff at St james place…
The advice from staff at St james place was incredibly useful and informative. From the initial contact, the representatives was polite, professional, and not pushy at all. They guided me through the various actions I needed to take to consolidate my old pensions. The advisor listened carefully to my goals and tailored their recommendations accordingly. It was a smooth and stress-free process, and I'm very happy with the service I received."
November 12, 2025
Reply from Local Financial Advice
Good evening,
Thank you for sharing such detailed feedback. We’re really pleased that the team supported you with clear, informative guidance and connected you with an adviser who could tailor recommendations to your goals. It’s great to hear the whole process felt smooth and stress-free.
Kind regards,
The Local Financial Advice Team
Simon Haydock
Simon Haydock, finace advisor, was most knowledgeable and helpful, he provided me with the information I required.
I will use his advice if needed in the future.
Regards. J. King
November 13, 2025
Reply from Local Financial Advice
Hi John,
We’re delighted to hear that your adviser, Simon Haydock, provided such helpful and knowledgeable guidance. It’s great to know you feel confident using his advice again in the future.
Best wishes,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Ruth
Thank you for your comments. We’re pleased the advice you received was clear and easy to understand. Making financial guidance accessible is always important to us.
Warm regards,
The Local Financial Advice Team
I sent an enquiry and they got in touch…
I sent an enquiry and they got in touch and recommended a local independent financial adviser who i was really happy with. They have also made a few follow up calls to check everything was OK.
November 13, 2025
Reply from Local Financial Advice
Hi Delia,
We really appreciate your feedback. It’s great to hear that you were matched with a local adviser you were happy with and that the follow-up support felt reassuring.
Kind regards,
The Local Financial Advice Team
Helpful and efficient telephone advise
Dom was very friendly and helpful. He understood my request for financial tax advise and made appointment for me.
November 13, 2025
Reply from Local Financial Advice
Hi Lorraine,
Thank you for sharing your experience. We’re pleased that Dom gave friendly, efficient guidance and was able to arrange the right appointment for you. Supporting people with clear connections to advisers is what we strive for.
Best regards,
The Local Financial Advice Team
Nicholas was helpful
Nicholas was helpful, patient, polite and knowledgeable. Very satisfied.
November 10, 2025
Reply from Local Financial Advice
Hi Vanessa,
We’re grateful for your comments. It’s great to hear that Nicholas provided such patient and knowledgeable support.
All the best,
The Local Financial Advice Team
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