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.
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
Tony Stevens was very easy to…
Tony Stevens was very easy to understand and very clear and precise.
August 14, 2025
Reply from Local Financial Advice
Hi Andy,
Thank you for your review. It’s great to hear the conversation was clear and easy to follow.
Clarity and understanding are key, and we’re happy you had a positive experience.
Best wishes,
The Local Financial Advice Team
Mohammed was thorough on his call and…
Mohammed was thorough on his call and knowledgeable and hopefully pointed me in right direction
August 13, 2025
Reply from Local Financial Advice
Hi David,
Thank you for your review. We’re glad to hear your call was handled thoroughly and with a good level of knowledge.
We work to connect people with someone who can provide clear and practical guidance.
Kind regards,
The Local Financial Advice Team
Cumbersome handling by Local Financial Advice
Informed me that the company was RCW. I found their website and it did not state that they were authorised andf regulated by the Financial Conduct Authority. I clicked find an advisewr and it was clear from the phone numbers that they were all based in N. America.
A subsequent call clarified that RCW is the parent company of Brewin Dolphin who are authorised and regulated by the FCA and they are based in the UK.
That should have been disclosed earlier as I nearlhy didn't proceed.
August 13, 2025
Reply from Local Financial Advice
Hi Gerard,
Thank you for your feedback. We’ve reviewed the situation and can confirm that you were connected with RBC Wealth Management, who are fully authorised and regulated by the Financial Conduct Authority (FCA) and based in the UK.
We’re glad this was clarified for you and appreciate you taking the time to share your comments.
Kind regards,
The Local Financial Advice Team
Helpful initial advice
Rachel, was extremely helpful and informative. Arrangements for meeting with advisor were made swiftly.
August 12, 2025
Reply from Local Financial Advice
Hi Jan,
Thank you for your review. We’re so pleased you found the service helpful and that arrangements were made swiftly.
Quick and clear introductions are something we always aim to deliver.
Warm regards,
The Local Financial Advice Team
Quick and easy
Quick and easy, he listened to our needs and made an appointment with the person who could answer all our questions.
August 11, 2025
Reply from Local Financial Advice
Hi Mary,
Thank you for your feedback. We’re happy to hear your needs were listened to and that arrangements were made promptly to move things forward.
We focus on making introductions that lead to productive and helpful conversations.
Best regards,
The Local Financial Advice Team
Nick was very helpful and informative
Nick was very helpful and informative. Easy to talk to.
August 7, 2025
Reply from Local Financial Advice
Hi Joanna,
Thank you for your review. We’re really pleased to hear Nick was helpful and informative.
We aim to connect people with the right local advisers quickly and smoothly.
All the best,
The Local Financial Advice Team
Reply from Local Financial Advice
Good afternoon,
Thank you for your feedback. We’re pleased to hear the person you spoke with took the time to listen and understand your needs.
We aim to connect people with professionals who provide advice that’s tailored to their situation.
With thanks,
The Local Financial Advice Team
Excellent service with no issues.
August 6, 2025
Reply from Local Financial Advice
Good afternoon,
Thank you for taking the time to leave a review. We’re delighted to hear that you were happy with the service received.
Making the process simple and stress-free is exactly what we aim for.
Kind regards,
The Local Financial Advice Team
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