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
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See what reviewers are saying
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
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great help
great help, answered all my questions, checking to make sure i have the best options
June 2, 2020
Unprompted review
So helpful
So helpful, down to earth and I didn't feel as if I was asking him stupid questions. Really pleased with outcomes- a really pleasant man!
June 2, 2020
Unprompted review
Everything was explained to me in a…
Everything was explained to me in a friendly and clear precise way.
May 22, 2020
Unprompted review
Fab service
Someone called me about 1hr later. Quick service...unfortunately he couldn’t help me.
May 19, 2020
Unprompted review
Best avoided.
The website says it all; they don't actually have any financial advisors near me at all; I was offered a remote service from 300 miles away, and they wouldn't say what it might cost! I pushed for an introduction to a local advisor, but they simply don't have any.
May 15, 2020
Unprompted review
Reply from Financial Advisors Near Me
Hi Chris,
Sorry you were unhappy with the service. You were introduced to a partner who is offering advice over the phone. Financial advice is usually offered on a face to face basis which is obviously a problem in the current climate so some of our usual partners are finding it hard to proceed as before and there is a larger covering of phone advice partners to cope with the situation.
We do have advisers in your area, I could ask one of them to call if you would like? Please let us know.
Thanks,
Neil
Super-helpful
Super-helpful. And as close to clarity as is possible given these times.
Thank you
May 14, 2020
Unprompted review
Quick response from the financial…
Quick response from the financial advisor he was very helpful and polite and the advice he gave us was excellent
May 3, 2020
Unprompted review
I used this service for the first time…
I used this service for the first time because it was some years since i spoke with a Financial Adviser and all went well, very pleased with the service that I received .
April 3, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good morning Richard, that’s great news. Thank you for taking the time to review our service and for the 5 Star rating. We wish you well. Keep safe.
Regards
Neil
Reply from Financial Advisors Near Me
Hi Simon,
Our advisers should ordinarily be happy to travel to meet you as required if your enquiry goes beyond the free consultation. Obviously the current Coronavairus situation makes meeting anyone problematic, but the industry response to this will be meetings via simple video calls etc. Non of this should detract from the experience, or quality of the advice you receive and now is a good time for anyone to be getting their financial affairs in order.
Please let us know if we can help further with your enquiry.
Regards,
Neil
Very knowledgable and helpful
March 31, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good morning Stuart, thank you for your 5 Star review and comments, they are very welcome.
Keep safe.
Best wishes,
Jonathan.
friendly service and very helpfull!!!
March 23, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good evening Mr Minoiu, that’s great to hear, thank you for taking the time to provide a Trustpilot review and thanks for rating or service with 5 Stars. At this difficult time for us all it is much appreciated and we wish you well.
Regards
Jonathan
Reply from Financial Advisors Near Me
Good morning Keishun, that's great to hear. We very much appreciate you giving us a 5 Star review and for your positive comments about our service. Please do not hesitate in recommending us to others.
We wish you well.
Jonathan.
A quick response
March 16, 2020
Unprompted review
Reply from Financial Advisors Near Me
Hello Jean, thanks for taking the time to rate our service and thanks for the 4 Stars.
Best wishes
Jonathan
Super fast response and very clear and…
Super fast response and very clear and useful advice given.
March 14, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good morning Darren, that's great to hear. Thanks for letting us know your thoughts and for your 5 Star review.
Best wishes
Jonathan.
Reply from Financial Advisors Near Me
Good morning Mrs Iftikhar-Ali, thanks for your comments and 5 Star rating.
Best wishes
Jonathan
Very prompt and professional response.
March 10, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good afternoon Rob, thank you for your 5 Star review and great comments. They are very much appreciated.
Regards
Jonathan
Excellent service
Very prompt with phone calls. Couldn't help me on this occasion but very friendly and very professional. would highly recommend.
March 9, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good morning Mario, thank you for your 4 Star review and positive comments. We trust that we may be of assistance to you in the future.
Best wishes
Jonathan.
Very knowledge regarding personal…
Very knowledge regarding personal pensions and very patient and helpful.
February 29, 2020
Unprompted review
Reply from Financial Advisors Near Me
Hi Marilena, that's great to hear. Thank you for providing us with a 5 Star rating.
Best wishes,
Jonathan.
Advice on completing Pension forms
Thank you for taking the time to advice me on completing my pension form. You were very patient professional and Jonathan took the time to go through the form with me step by step, to ensue a clear understanding of what I needed to do. Thank you again for your time and patience .
February 28, 2020
Unprompted review
Reply from Financial Advisors Near Me
Good afternoon Delpine, thank you for taking the time to review our service. We very much appreciate your positive comments and wish you well for the future.
Regards
Neil.
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