Local Financial Advice Reviews 

1,361
TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Evaluating 140 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their professional, patient, and empathetic approach, making interactions very positive. Many people highlight the efficient service and quick response times, often leading to prompt contact with suitable advisors. Reviewers found the advice useful, informative, and tailored to their individual needs, resulting in a smooth and stress-free process. However, some customers noted that the company was occasionally unable to assist with very specific or complex queries, or when profitability was not clear. A few other people also felt that initial advisor matches were sometimes weak or that early advice lacked sufficient content, requiring follow-ups to find the right expert.

What people talk about most

Staff

Customers consistently note positive experiences with staff, highlighting their politeness, helpfulness, and... See more

Customer service

Consumers find customer service to be positive, with many reviewers highlighting the politeness, helpfulness,... See more

Service

Reviewers highlight positive aspects of service, consistently praising its promptness, efficiency, and... See more

Response time

People report positive experiences with response times, noting prompt and quick replies to inquiries.... See more

Customer communications

Clients share positive opinions on contact, with many reviewers highlighting the speed and efficiency of... See more

Reviews shaping this summary

Rated 5 out of 5 stars

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

Company replied

Rated 5 out of 5 stars

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

Company replied

Rated 5 out of 5 stars

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

Company replied

Rated 5 out of 5 stars

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

Company replied


Company details

  1. Non-Bank Financial Service
  2. Asset Manager Service
  3. Investment Service

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 Disclosures

Why 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
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

4.7

Excellent

TrustScore 4.5 out of 5

1K reviews

5-star
4-star
3-star
2-star
1-star

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

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4.7

All reviews

(1,361)

127 reviews in the last 12 months

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Rated 4 out of 5 stars

Exceptional customer service

After reporting a frustrating first match which was futile - due to the failings of the person I was matched with - my LFA handler was exceptionally helpful and set up a second meeting with an excellent adviser. Rachel was tireless in pursuing my earlier dissatisfaction and keeping in touch to make sure I was getting what I needed. Excellent customer service, but maybe some weak matchees in their pool. Thanks for your support.

August 4, 2025
Unprompted review
Local Financial Advice logo

Reply from Local Financial Advice

Hi Cecile,

Thank you for your detailed feedback. We’re really pleased to hear Rachel was able to turn your initial experience around and connect you with an excellent adviser.

Resolving issues promptly and making sure you get the support you need is an important part of our role, and we’ll certainly take your comments on board as we continue to improve our service.

Best wishes,
The Local Financial Advice Team

Rated 5 out of 5 stars

Friendly and professional

Friendly and professional

August 1, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi William,

Thank you for your feedback. It’s great to hear the person you spoke with came across as both friendly and professional.

We look to ensure every introduction is handled with a personal touch as well as professionalism.

Warm regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Good introduction service

Clearly, this is only an introductory service, but for that alone, the response was quick. The introduction was both clear and polite, and a local advisor was provided.

August 1, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Ian,

Thank you for your review. We’re glad the introduction was clear, polite, and arranged promptly for you.

We aim to connect people with the right local advisers quickly and smoothly.

Best regards,
The Local Financial Advice Team

Rated 3 out of 5 stars

Pension

Whilst the advice was good it did not point me in the right direction. I needed execution only to assist me in filling in complicated pension forms . Not financial advice

July 27, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi David,

Thank you for taking the time to share your feedback. We’re glad you found the guidance useful, though we understand you were hoping for execution-only support with your pension forms rather than financial advice.

Our service is to connect consumers with qualified financial advisers, so they can receive the right type of professional support for their needs. Your comments help us improve how we explain this and ensure others are directed to the most suitable help.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Arbaz asked all the key questions and I…

Arbaz asked all the key questions and I was impressed when he read back what I had told him....it was spot on!

July 22, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Martin,

Thank you for your kind words — we’re delighted to hear Arbaz took the time to fully understand your needs.

Getting a clear picture upfront helps ensure we match you with the most suitable adviser.

Kind regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Just putting me in the right direction

Just putting me in the right direction. Lots to think about. Thank you.

July 15, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Yvonne,

Thank you for your review. We’re glad we could help guide you toward the right advice and give you a starting point to think things through.

Our goal is to get you connected with the right person, at the right time.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Rang me straight away and helped me as…

Rang me straight away and helped me as much as possible. Arranged an appointment with a professional very quickly

July 16, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Victoria,

Thanks for your feedback — it’s great to hear you were contacted quickly and supported in arranging an appointment.

We aim to make connecting with a professional adviser as smooth and efficient as possible.

Best wishes,
The Local Financial Advice Team

Rated 5 out of 5 stars

Very comphrensive

Very comphrensive , explained lots of different options

July 9, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Caroline,

Thanks for your comments — we’re really pleased you found the conversation helpful and thorough.

We aim to connect you with advisers who take the time to explain all your options clearly.

Kind regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Responded quickly and allocated me a…

Responded quickly and allocated me a Financial Consultant.
Very polite and helpful

July 14, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Good evening,

Thank you for your feedback. We’re so glad to hear the process was quick and that you were connected with a helpful adviser.

Speed and clarity are key, and we’re happy we could get you started without delay.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Rachel handled my initial enquiry very…

Rachel handled my initial enquiry very well, confident and thorough.
Will see what initial consultation provides as this will determine how we move forward

July 14, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Julie,

Thanks for sharing your feedback. We’re really pleased to hear Rachel supported you confidently and thoroughly.

We hope your consultation with the adviser provides all the guidance you need—we’ll be here if you need anything along the way.

Best wishes,
The Local Financial Advice Team

Rated 1 out of 5 stars

Damned Computers

I filled in the correct details and when I requested a local contact it returned asking for the same information, the problem was I have two first names and it asked for the first and surname and still refused to select a contact. Very unsatisfactory and disgusting. I am 73yr. old and computers are causing me untold stress and anxiety. I am not and will not become computer literate because I experience constant foul-ups that are not my fault

July 10, 2025
Unprompted review
Local Financial Advice logo

Reply from Local Financial Advice

Good evening,

Thank you for your feedback, and we're really sorry to hear about the difficulties you experienced.

We completely understand how frustrating this must have been, especially when you're taking the time to reach out for support. Technology should never be a barrier, and we’re sorry that the process didn’t work as expected in your case.

If you're still open to receiving support, we’d be more than happy to help you get connected to an adviser directly — either by phone on 0800 008 6169 or by email enquiries@localfinancialadvice.co.uk. Please don’t hesitate to contact us so we can assist you personally.

Kind regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Advicehe information was passed in a very…

The information was passed in a very easy to understand format.

July 7, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Bill,

Thank you for your kind words. It’s great to hear the information was shared in a way that felt simple and easy to follow.

We aim to make the connection to the adviser as smooth and clear as possible from the outset.

Kind regards,
The Local Financial Advice Team

Rated 4 out of 5 stars

Freindly and helpful

Freindly, listened and answered my questions easily,

July 7, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Angie,

Thanks so much for your feedback — we’re really pleased to hear you felt listened to and that your questions were answered clearly.

It’s so important to us that people feel comfortable and informed right from the start.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Very helpful

Very helpful

July 7, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Good evening,

Thank you for your feedback.

Our goal is to connect our customers with quality financial advice, so we are pleased to see that you were happy with the helpful service received.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Amy was very friendly and helpful…

Amy was very friendly and helpful throughout the process

July 7, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Millie,

Thanks so much for your kind words about Amy — we’re so happy to hear she made the process a positive one.

Friendliness and professionalism go hand in hand, and we’ll be sure to pass on your feedback.

Best wishes,
The Local Financial Advice Team

Rated 5 out of 5 stars

Very good

Very good, quickly arranged an appointment, first class

July 7, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Rab,

Thank you for taking the time to leave a review.

We’re glad everything moved quickly and that your appointment was arranged with ease.

All the best,
The Local Financial Advice Team

Rated 5 out of 5 stars
Local Financial Advice logo

Reply from Local Financial Advice

Hi Oriana,

Thanks so much for your feedback — we’re pleased to hear the service was prompt and clearly communicated.

Making the process smooth and understandable is really important to us.

Many thanks,
The Local Financial Advice Team

Rated 5 out of 5 stars

Impressed assessment

Arbaz went through our investments and found us a consultant to raise our interests.

July 1, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Good evening,

Thank you for your review — we’re pleased to hear Arbaz was helpful in understanding your needs and connecting you with the right adviser.

We’re glad the service gave you a clear path forward.

Best regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

I was contacted very promptly with a…

I was contacted very promptly with a local financial advisor who quickly understood what I needed and talked me through options. Very glad I contacted Local Financial Advice in the first place. I wouldn't have known where to start otherwise.

July 1, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Tracey,

We really appreciate your thoughtful feedback — it’s great to hear you felt guided and supported from the very beginning.

Connecting people with knowledgeable local advisers who understand their needs is what we’re here for.

Kind regards,
The Local Financial Advice Team

Rated 5 out of 5 stars

Excellence service and easy to…

Excellence service and easy to understand clear advice

June 25, 2025
Local Financial Advice logo

Reply from Local Financial Advice

Hi Julie,

Thank you for taking the time to leave such a positive review.

We’re really glad the guidance you received was clear and easy to understand — that’s exactly the experience we aim to deliver through our service.

With thanks,
The Local Financial Advice Team

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