Localfinancial Reviews 2,005

Excellent service very quick to respond to my enquiry.spoke to James who was really helpful and friendly he then connected me with Mark from the financial team who delt with my questions and set every... See more

Jack took the time to scope out what I was looking for and reassured me that the independant financial advisor would look thoroughly at my goals and how they can be met through various means. Yeah...G... See more

I completed the on-line form on the unbiased website, and I received a call within 5 minutes. The advisor answered my questions and listened to what I wanted. He then made an appointment at time whic... See more

The person that called me , and I am sorry but have forgotten her name , was very helpful in the information that she provided .

Great experience although gave a callback time & Kayley called earlier so missed her call … spoke to Jack who was very good polite & a bit over the top !! but all in all professional linked me up wit... See more

Dillon was courteous and everything was explained in a clear way with my not having much understanding of Pensions.

The person (male whose name I can't remember 🤔) was polite, professional, friendly and really took the time to understand my needs by referencing back to everything to make sure he'd captured all of... See more

Joe that dealt with my enquiry listened to what I had concerns about and made me feel very relaxed and reassured

James asked me some questions to understand my needs more and was very patient. He took details to find someone reputable in my area that could visit to understand my retirment needs and to enable tha... See more

Friendly advisor. Explained the information she needed and why. In the email setting out what the 5 minute call would entail, it would have been useful to know the level of detail required. I took the... See more

The advisor took time to understand my situation and requirements going forward. He then matched me with a local IFA company and set up an appointment where they visited my home at a time of my choo... See more

The adviser I spoke to was polite and knowledgeable and listened to what my requirements were. She responded within minutes and made an appointment to suit my needs, I will be recommending to people I... See more

Jo responded promptly, by phone, to my on-line request to find a local financial advisor. He asked me all the right questions about my financial circumstances to pair me with a suitable financial a... See more

The person had great knowledge and information on what I needed. He was friendly and manor was positive.

Quick call back, which was unexpected. Very polite. Explained so I knew what he was doing. Slowed down so I could understand. Completed call quickly and efficiently. Did not put me on a length... See more

James was extremely helpful, and understanding of my needs. I found it an easy process and now have an appointment to get advice. I didn't feel pressured and everything was well explained.

Prompt response & Jack listened to my needs before making arrangements. Actually felt that he helped me, rather than others who position you for what they themselves want to achieve.

I got this link from a Martin Lewis article as I wanted to get in touch with a trusted broker to discuss Equity Release options . The person I dealt with was courteous and professional and put me thro... See more

I spoke with James and he was very polite and understood exactly what I was looking for .. even though I didn't.. and explained everything without using financial jargon. He put me in touch with a lo... See more

Pleasant & helpful & knowledgable lady. Spoke in layman’s terms for ease. Thank you Vicky for your time today & pointing us in the right direction

Excellent service. Was very prompt in replying to my request & in providing the details of a financial adviser that was right for my needs. Highly recommend

Very quick to contact us from our original time of enquiry, very knowledgeable and were able to offer us many options depending on what we had in mind. Becky took the time to know more about our enqui... See more

The service was good from the moment I received a text saying I would be getting a call from a 0113 number. Found the conversation very relax and everything was explained to me and I felt listened to... See more

The agent was very helpful and explained things in a really clear way. Was on hand to answer any questions I had as best they could. Explained a little more about the recommended local finial adv... See more

After going to the website, Becky called within 30 minutes. She asked very pertinent questions so that she could introduce me to the right company for my requirements. I was very pleased with the... See more

I spoke with Jack. He was knowledgeable, personable and explained everything very clearly. I barely asked him any questions as he had already anticipated everything I needed to know.

Victoria was very friendly and extremely helpful. She asked carefully for all the details that I was interested and anticipated everything I needed to know. The whole procedure was quick and very p... See more

Josh who came out to see me was very helpful, offering good suggestions for investing future money. He listened well to my waffling, didn't interrupt and went through all my financial details, all for... See more

Friendly and efficient service. I was contacted by Jack the next working after my initial enquiry. Jack answered all my questions and was very helpful and articulate, before putting me through to a... See more

Very easy to use service with no pressured sales. All steps were explained during the process. Left the call satisfied is not been pushed into something in didn’t want or need.

Listened to my queries and summarised my needs swiftly; very “on-the-ball”! The Local Financial Advice agent explained the next steps very well too. All in all, a great experience!

Need to set up a trust fund am bewildered by what when and how spoke to Les who talked me through the next steps and was very very patient

Excellent service. Quick, friendly and helpful. Linked me directly with a company that could being to help me right away.

I was contacted the following morning, with information, emails to let me know what I had to find for the call to put it all together. The call was relaxed and helpful. Very pleased with whole experie... See more

Simple and straightforward questioning. Repeat my concerns and aims so had the right information to pass on. Local appointment set up quickly

Lewis was very informative and polite. He was extremely helpful in explaining the next steps. Thank you

The agent listened carefully to my requirements and has attempted to introduce me to a financial advisor best able to satisfy them. The whole procedure was carried out quickly, in a courteous manner... See more

The IFA triage service offered by Joe was clear and straightforward. We were very impressed at our first meeting with the recommended IFA.

Service and conduct was good but they put me in touch with a Wealth Manager when all I wanted was a Financial Advisor.

Jack was excellent setting up an appointment with the right guy. James was excellent cancelling my appointment to save a wasted journey for Vanesh.

Very Helpful and Easy to understand! James in particular was very understanding and hopefully has put me on the right road to helping my financial issues

Very easy process good customer service and listen to all our financial needs. Quick resulting in finding approved and trusted advisor.

Was a bit worried and didn't really understand what I was doing until gentlemen on phone explaining how things work with pension drawdown made it more simple to understand and also was very nice

Advisor very clear speaker very knowledgable it was a pleasure to speak to him

Cara was very helpful and patience, looking forward to speaking to the IFA being recommended

Very helpful to find a advisor that was local to me.

Hopefully I’ve found a good financial advisor

Very helpful asked all the right questions

Very helpful

Clear, concise and easy to use.