Will works efficiently and effectively. The questions are clear and straight to the point. Will has been very helpful and arranged the meeting immediately. Thank you, Will.
Bedrijf heeft geantwoord
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Will works efficiently and effectively. The questions are clear and straight to the point. Will has been very helpful and arranged the meeting immediately. Thank you, Will.
Bedrijf heeft geantwoord
The response to my email was super quick, Rachel was absolutely superb, could not ask for better. Made an appointment then and there for a face to face with an adviser, and, followed that with emails... Toon meer
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On initial meeting appears to be professional, trustworthy & very well organised. Asked all the right questions & seemed to be able to meet my specific needs. Difficult to judge on initial interview... Toon meer
Bedrijf heeft geantwoord
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... Toon meer
Bedrijf heeft geantwoord
Geschreven door het bedrijf
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 DisclosuresGeschreven door het bedrijf

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Unit 5 Airport West, Lancaster Way, Yeadon, LS19 7ZA, Leeds, Verenigd Koninkrijk
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Tony Stevens was very easy to understand and very clear and precise.

Antwoord van Local Financial Advice
Mohammed was thorough on his call and knowledgeable and hopefully pointed me in right direction

Antwoord van Local Financial Advice
Informed me that the company was RCW. I found their website and it did not state that they were authorised andf regulated by the Financial Conduct Authority. I clicked find an advisewr and it was clear from the phone numbers that they were all based in N. America.
A subsequent call clarified that RCW is the parent company of Brewin Dolphin who are authorised and regulated by the FCA and they are based in the UK.
That should have been disclosed earlier as I nearlhy didn't proceed.

Antwoord van Local Financial Advice
Rachel, was extremely helpful and informative. Arrangements for meeting with advisor were made swiftly.

Antwoord van Local Financial Advice
Quick and easy, he listened to our needs and made an appointment with the person who could answer all our questions.

Antwoord van Local Financial Advice
Nick was very helpful and informative. Easy to talk to.

Antwoord van Local Financial Advice

Antwoord van Local Financial Advice
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.

Antwoord van Local Financial Advice

Antwoord van Local Financial Advice
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.

Antwoord van Local Financial Advice
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

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

Antwoord van Local Financial Advice
Just putting me in the right direction. Lots to think about. Thank you.

Antwoord van Local Financial Advice
Rang me straight away and helped me as much as possible. Arranged an appointment with a professional very quickly

Antwoord van Local Financial Advice

Antwoord van Local Financial Advice
Responded quickly and allocated me a Financial Consultant.
Very polite and helpful

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

Antwoord van Local Financial Advice
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

Antwoord van Local Financial Advice
The information was passed in a very easy to understand format.

Antwoord van Local Financial Advice
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