I’ve never had anyone explain my debt and money situation so well to me. I received friendly and applicable advice and I feel so much better for it. Thanks to Stephen explaining things for me, I’m n... See more
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The gentleman I spoke to was extremely helpful , not judgemental In The slightest and seemed to genuinely care about the stress that I was experiencing. I felt much better after speaking with him as h... See more
Company replied
The Financial Advisor called me immediately after I received your email. He was very patient, very helpful but above all gave me so much information which helped me to choose the right options. I... See more
From initial enquiry to first contact was less than 24 hours. Appointment set up for two days time after preliminary fact finding. Service to date exactly as advertised.
Company details
Written by the company
We provide a matching service to put you in touch with a local Financial Advisor who is prepared to offer you a FREE initial consultation to establish your Financial Advice needs
Financial Advisors Near Me
Written by the company
- We are committed to putting you in touch with an appropriately qualified and regulated advisor near you!
- At Financial Advisors Near Me we are always striving to make your customer journey as simple, speedy and straighforward as possible whilst ensuring you get the right advice.
If you are not happy we'll put you in touch with another advisor pronto!
If your advisor can't help you we'll find someone who can!
Just get back in touch if you are not happy with your advisor and we'll make sure you get the appropriate advice from another advisor who's able to help!
Contact info
2A St Martins Lane, YO1 6LN, York, United Kingdom
- 01423 423071
- edward.cheung@financial-advisors-near-me.co.uk
- www.financial-advisors-near-me.co.uk
4.6
Excellent
298 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
How this company uses Trustpilot
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No contact
Sorry have not had any contact from advisor. I had a contact email and a number and I rang and left a message and gave my landline number as well as mobile but no response.Disappointing given the speed of the response to my initial search.
February 22, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good morning Viv, we are disappointed to hear that one of our Partners has not been in contact as punctually as we expect. Rest assured we will contact the relevant adviser and endeavour to ensure that they make contact with you promptly. Please accept our apologies and thank you for taking the time to let us know.
Best wishes
Jonathan.
Quick and easy.
Very quick and easy to use. Adviser was in touch within minutes.
February 16, 2020
Unprompted review
Reply from Financial Advisors Near Me
Hi Happy Shopper, thanks for your 4 star review. Your comments are just what we like to hear.
Best wishes
Jonathan
A huge help and amazing service!!
Stephen was a great help I had been putting off getting any help and advice for a while due to feeling like I would be judged, but it was the complete opposite. Anyone in the same situation and looking for good, helpful and informative advice I can’t recommend these guys enough.
February 10, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good evening Dean, thanks for taking the time to rate our service. We appreciate you giving us a 5 Star rating and for your positive comments. We wish you well for the future.
Regards
Jonathan
The gentleman I spoke to was extremely…
The gentleman I spoke to was extremely helpful , not judgemental In The slightest and seemed to genuinely care about the stress that I was experiencing. I felt much better after speaking with him as he gave me a good idea of what I was dealing with and the steps I could take to form a plan to deal with the issues discussed. Thank you
February 10, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good Morning Ms Jones, thanks for your review. We are pleased that you have had a good experience with our services. We wish you the best for the future.
Regards
Jonathan
Fantastic
A very quick respose and the advisor we saw was fantastic.
February 3, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good afternoon Angie, that's great to hear. We like to think that all our advisers are fantastic!
Best wishes
Jonathan.
Put my request on Monday night and…
Put my request on Monday night and within 10 minutes had a call and the gentleman said someone will call you back late tomorrow Tuesday, well here we are Thursday and no call I will not use these people again unreliable!!!!
January 30, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good morning Mr Bailiff, thank you for taking the time to leave a Trustpilot review. We note your comments. We have checked our systems and can advise you of the following.
You made your enquiry with us on Monday 27th at 19:28. We immediately referred you to one of our Partners who contacted you within a few minutes of your application. Unfortunately they were unable to assist you due to the nature of your enquiry.
You were then referred back to our team on Tuesday who then endeavored to contact you at 16:16. We tried again on Wednesday at 09:50 , 13:45 and 17:15. We were scheduled to try you again this morning.
We would respectfully submit that having made 4 calls (unanswered) to you since we were made aware of the situation we have taken reasonable steps to contact you in order to meet your needs.
We would therefore respectfully refute your comment that we are "unreliable".
We are nevertheless anxious to help you and should be pleased if you could kindly return a call to us when it is convenient for you to do so. Our direct line is 0333 0505722.
Regards
Jonathan.
I didn't get the information I required…
I didn't get the information I required in order to make my decision.
January 14, 2020
Unprompted review
Reply from Financial Advisors Near Me
We are sorry to hear that you have not received the information you required. We have tried contacting you a number of times now as we are unsure what information you were specifically seeking. We are anxious to understand in what way our service has not met your expectations. Could
we ask that you contact us to discuss the matter.
Regards
Jonathan
Excellent
Excellent. Replied very quickly and was extremely helpful.
January 13, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good morning Carol, thanks for your 5 Star review and positive comments on our service. We wish you well for the future.
Regards
Jonathan
Excellent thanks
January 13, 2020
Unprompted review
Reply from Financial Advisors Near Me
Hi Leo, thanks for your 5 star review and comment.
Best wishes
Jonathan
it was satisfactory
it was satisfactory, the response was very quick. Thanks so much
January 11, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good morning Raymond, thanks f or your positive comments and taking the time to review our service.
Regards
Jonathan.
I spoke to Stephen from financial…
I spoke to Stephen from financial advisors, he was professional and helped me to see there’s help and hope out there. Have had the first decent nights sleep for ages. Would definitely recommend speaking to them.
January 8, 2020
Unprompted review
Reply from Financial Advisors Near Me
Hello Jean, that's great to hear. We are really pleased that you have had a good experience of our services. Thanks for your 5 Star review.
Best wishes,
Jonathan.
Excellent so far
Excellent so far, I was contacted within minutes.
Thanks.
January 8, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good morning Anthony, thanks for your review it's much appreciated. Thanks for taking the time to review our service.
Regards
Jonathan.
Fantastic advice and very quick with…
Fantastic advice and very quick with all the relevant information that I needed. Could not recommend more highly. Thanks Stephen.
January 6, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good Morning Mr D, thank you for taking the time to rate our service and provide a 5 Star rating. We are very pleased to hear your very positive comments on our services.
Regards
Jonathan
Brilliant
Brilliant, simple to use, quick reply and all for free,
Thank you
January 6, 2020
Unprompted review
Reply from Financial Advisors Near Me
Hi Scott, thanks for your 5 star review and your comments, it's very much appreciated.
Kind regards
Neil.
Very helpful and friendly
Very helpful and friendly, satisfactory financial advice for my work Pension.
December 20, 2019
Unprompted review
Reply from Financial Advisors Near Me
Hello Michael. Thank you for your 5 Star review and comments. Thanks for taking the time to rate us on Trustpilot.
Best wishes
Jonathan.
Speedy and professional advice
Received a confirmation email and follow up phone call within minutes of leaving my contact info on the website I had stumbled upon through Google. The advisor Jonathan was very friendly, approachable and professional and gave me sound advice there and then, on the phone. I'd recommend this service based in my experience.
December 18, 2019
Unprompted review
Reply from Financial Advisors Near Me
Good morning Clare, Thanks for your 5 Star Review and comments upon our service, we very much appreciate you taking the time to rate us on Trustpilot.
Regards
Neil
I’ve never had anyone explain my debt…
I’ve never had anyone explain my debt and money situation so well to me. I received friendly and applicable advice and I feel so much better for it. Thanks to Stephen explaining things for me, I’m not bad with money and 2020 is going to be a fantastic year for me.
Anyone looking for advice I recommend you speak to this company, it could be a true turning point for you, like it has been for me.
Thank you Stephen.
December 11, 2019
Unprompted review
Reply from Financial Advisors Near Me
Good Evening Jess, that's great news. We are so pleased that our services have been of such benefit to you. Thanks for making a recommendation to others.
Best wishes for the future and more specifically your 2020.
Jonathan.
a quick and reasonable response
a quick and reasonable response. good advice is given.
December 11, 2019
Unprompted review
Reply from Financial Advisors Near Me
Good morning Evelyn, thank you for your 5 star review and your comments. Thanks for taking the time to rate our service.
Regards
Jonathan
Great service
November 30, 2019
Unprompted review
Reply from Financial Advisors Near Me
Hi Rafal. Thanks for your review and 5 Star Trustpilot score.
Regards
Jonathan.
Hmm??
I was trying to find a list of financial advisers near me. Instead they sent my details to advisors in Shrewsbury who rang me. Not what I wanted.
November 26, 2019
Unprompted review
Reply from Financial Advisors Near Me
Good morning Mr Marston
Thank you for your review. All feedback is useful as it helps us understand our consumers' needs.
Our aim is to provide a bespoke service. We endeavor to provide our consumers with advice that is specific to their needs. Through our service we try to ensure that you are connected directly with a professional, regulated Adviser in order to save you time trawling through a list, as our website clearly indicates.
Jonathan
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