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
Company replied
While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
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
Company replied
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.
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
Written by the company
If your advisor can't help you we'll find someone who can!

2A St Martins Lane, YO1 6LN, York, United Kingdom
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
See how their reviews and ratings are sourced, scored, and moderated.
Was very easily explained and was v.helpful for the specific info I needed.
I was contacted immediately and a very helpful advisor set up a telephone consultation at a time to suit me.
A timely call by an advisor that was fully conversant with the information I needed, very clear on his explanation, polite, professional and understanding. Thankyou
Very fast response, and the person who contacted me seems, after a couple of phone calls, very knowledgeable and someone I can really feel comfortable with
Speaking to anyone 'financial' has always been hard-going for me. However, this experience proved to be the exception and I came off the phone feeling clear about my financial options. The adviser grasped my situation extremely quickly and hence a solution, lessening the stress and tension as has been my experience with other companies and helplines. Being comprehended and listened to on a very human level is very difficult to find these days so I would have absolute confidence in recommending this company to anyone.
hello was getting a lot of grieff from a F/A he made hard work of every thing i wanted him to do from advice on my options to planning my life so decided to shop around and came bye you was inpressed how easey and very promt you were had a contact from an advisor with in 3hrs [ GREAT ]
This is an excellent service to help you to find the right financial advisor for your query.
When i go on a site for a "Financial Advisors Near Me" i do not expect to be put in touch with someone who is 35/40 miles away from me
I received a call I did not want . I wanted to look at the details on line not get forced into a call just by looking.
Good service put me in touch with a local advisor.
Got in touch very quickly and was very knowledgable just not able to help with my questions
Not knowledgeable very vague was a simple question. Would not recommend.

Reply from Financial Advisors Near Me
The advice I received from Case Management regarding Pension Advice was very helpful and informative.
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.