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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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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Rachel was fabulous
Rachel was fabulous. Very swift response, understood quickly what I required and arranged an appointment within the very tight timeline required, great service.
November 8, 2025
Reply from Local Financial Advice
Hi Paul,
Thank you for your feedback. It’s wonderful to hear that Rachel understood your needs straightaway and arranged an appointment within the tight timeframe. Connecting you with the right adviser at the right moment is exactly what we aim for.
Warm regards,
The Local Financial Advice Team
There was quick response to my enquiry.
There was quick response to my enquiry.
The guy i spoke to was very patient and gave a few options to choose from.
November 5, 2025
Reply from Local Financial Advice
Hi Eunice,
We’re pleased to hear the response was quick and that you were given clear options to consider. Connecting people with advisers who take the time to listen is always our priority.
With thanks,
The Local Financial Advice Team
I was reticent to go into full details…
I was reticent to go into full details about my finances and ignorant about what my future-proofing options may be. The advisor who rang me was patient and I had time to firm a trust with him - Jamie.
November 3, 2025
Reply from Local Financial Advice
Hi Jacqueline,
Thank you for sharing your experience. We’re really pleased to hear that Jamie took the time to speak with you patiently and helped you feel comfortable discussing your situation.
Building trust is so important, and we’re glad the conversation supported you in taking the next step toward connecting with an adviser who can explore your options in more detail.
Kind regards,
The Local Financial Advice Team
Financial Advise
I got a call back and a follow-up call to see if my problem was resolved.
November 3, 2025
Reply from Local Financial Advice
Hello Antoinette,
Thank you for your comments. We’re glad to hear you received timely follow-ups and felt supported throughout.
Best wishes,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Susan,
We appreciate you sharing your feedback. It’s great to hear that the response was prompt and that you found the team professional and knowledgeable.
Warm regards,
The Local Financial Advice Team
Spoke to a gentleman named Rob today…
Spoke to a gentleman named Rob today who advised me on my money situation with some very helpful advice, and sorted my enquiry out very happy.
October 27, 2025
Reply from Local Financial Advice
Hi Nick,
Thank you for your comments.
We’re pleased to hear Rob was able to offer helpful advice and resolve your enquiry efficiently. It’s great to know you had a positive experience with our service.
Kind regards,
The Local Financial Advice Team
Good initial contract
Fast contact made. Good explanation if the process involved. Not at all pushy.
October 24, 2025
Reply from Local Financial Advice
Hi Andrew,
Thank you for taking the time to share your feedback.
It’s great to hear that our team reached out promptly and provided a clear overview of the process. We always aim to make things straightforward and pressure-free for our customers.
Best regards,
The Local Financial Advice Team
very professional
October 22, 2025
Reply from Local Financial Advice
Hi Chris,
Thank you for your review.
We really appreciate your feedback and are delighted to hear you found our team professional throughout your experience.
With thanks,
The Local Financial Advice Team
Reply from Local Financial Advice
Hi Steve,
Thank you for your review.
We’re glad to hear you found our team member both pleasant and knowledgeable. That’s exactly the level of service we aim to deliver.
Kind regards,
The Local Financial Advice Team
Great advice given and good contacts made
I was looking for advice on how to invest my money once my house sells. I was also looking for the latest stamp duty costs etc. The information given was really helpful. I now know what I need to do and how much it will cost me.
October 14, 2025
Reply from Local Financial Advice
Hi Susan,
Thank you for taking the time to leave a review.
It’s wonderful to hear that the information provided helped clarify your next steps and gave you a clear understanding of your options. We’re pleased we could assist with your enquiry.
Many thanks,
The Local Financial Advice Team
Superb service, thank you
Jamie was superb fast at making contact and with sorting out my needs. He was patient, knowledgeable and showed a true understanding of what was required.
He kindly found a local expert in the field of Inheritance Tax and I’ll look forward to getting everything sorted for my aging parents who need some reassurance and assistance through a minefield of decision making on finances. Thank you for all your assistance, very much appreciated
October 9, 2025
Reply from Local Financial Advice
Good afternoon,
Thank you so much for your thoughtful review.
We’re thrilled to hear how impressed you were with Jamie’s support and that he helped connect you with an expert in Inheritance Tax planning. It’s wonderful to know our service made things easier for you and your parents.
Wishing you all the best as you move forward,
The Local Financial Advice Team
Reply from Local Financial Advice
Good afternoon,
Thank you for your kind words.
We’re delighted that you found the response polite, prompt, and helpful. It’s exactly the level of service we strive to deliver when matching customers with the right adviser.
Warm regards,
The Local Financial Advice Team
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
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