Financial Advisors Near Me Reviews 

298
•
TrustScore 4.5 uit 5

4,6

We verifiëren geen specifieke claims omdat reviewers hun eigen mening mogen geven. We kunnen reviews echter wel als 'Geverifieerd' bestempelen als we bevestiging hebben dat er een zakelijke interactie heeft plaatsgevonden. Meer informatie

Om de integriteit van het platform te beschermen, wordt elke review op ons platform – al dan niet geverifieerd – gescreend door onze geautomatiseerde software. Deze software kan inhoud identificeren en verwijderen die in strijd is met onze richtlijnen, inclusief reviews die niet zijn gebaseerd op een echte ervaring. We zijn ons ervan bewust dat we weleens wat over het hoofd zien, dus je kunt altijd reviews rapporteren waarvan je denkt dat we ze hebben gemist Meer informatie

Lees wat reviewers zeggen

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Beoordeeld met 5 van de 5 sterren

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.

Bedrijfsgegevens

  1. Pensioenfonds

Geschreven door het bedrijf

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

Geschreven door het bedrijf

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!

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!

Contactgegevens

4,6

Uitstekend

TrustScore 4.5 uit 5

298 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

Geen recente geschiedenis van het vragen naar reviews

Dit bedrijf heeft hun klanten niet recentelijk uitgenodigd, dus reviews zijn mogelijk niet representatief

Zo gebruikt dit bedrijf Trustpilot

Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.

4,6

Alle reviews

(298)

0 reviews in de afgelopen 12 maanden

Een review schrijven
Bedrijven op Trustpilot mogen geen beloningen aanbieden of betalen om reviews te verbergen. Reviews zijn de meningen van individuele gebruikers en niet van Trustpilot. Meer informatie

Beoordeeld met 2 van de 5 sterren

did not help

did not help me at all or give me any idear on what to do

21 september 2020
Review zonder uitnodiging
Logo Financial Advisors Near Me

Antwoord van Financial Advisors Near Me

Hi Bhupendra,
I've checked with the adviser and am surprised by your review. Please check your email spam folder for an email confirmation of your phone conversation and the advice given.
If you contact https://www.cifas.org.uk/ they will be able to advise why you are being blocked. In the meantime if you open a Transferwise Account you will be able to transact while you recover the situation through CIFAS.
I hope you feel the advice has helped and given you a clear idea of what to do next.
Regards,
Neil

Beoordeeld met 1 van de 5 sterren

I have been informed of an advisor near…

I have been informed of an advisor near me, who has yet to contact me but, I am being bombarded with request about 'how did we do'. Well so far I cannot comment other than the constant harassment.

15 september 2020
Review zonder uitnodiging
Logo Financial Advisors Near Me

Antwoord van Financial Advisors Near Me

Hi Robert, we only send out a couple of requests usually. This is so we can hear back from our customers with good news (which we mostly get) and bad news so we can improve our service.
Could you please confirm how many requests you were bombarded with so we can investigate and fix the issue please?
The requests are also sent after the adviser has had ample time to make contact. We often find that advisers have been trying hard to reach clients when there are complaints made, but that there is a problem with the phone number submitted or the phone is not being answered when the adviser calls. Can you confirm if you have spoken to the adviser? And if not, would you like to confirm your phone number and set up an appointment to make sure you and the adviser are available at the same time?
Thanks,
Neil

Beoordeeld met 5 van de 5 sterren

Excellent

Excellent, made tentative enquires regarding financial advisor, got response within 30 minutes! Appointment made!!
Superb service

6 september 2020
Review zonder uitnodiging
Beoordeeld met 4 van de 5 sterren

I was contacted by a advisor who said…

I was contacted by a advisor who said that they would send me an email with the contact details for a video conference. He needs information from us to give us the information we require. To date I have not received any information at all.

28 augustus 2020
Review zonder uitnodiging
Logo Financial Advisors Near Me

Antwoord van Financial Advisors Near Me

Hi Ian,
I have looked into this for you and found that your email invite was sent as agreed but you had not received it. Your adviser has since resent it to an alternative email address and your meeting is now going to proceed as planned.
We hope this helps and would be grateful if you could update your review to reflect the issue being resolved.
Regards,
Neil

Beoordeeld met 1 van de 5 sterren

Your Mr Matt Baker has not yet rang us…

Your Mr Matt Baker has not yet rang us to say when he will be able to see us. It is now over a week.

10 augustus 2020
Review zonder uitnodiging
Logo Financial Advisors Near Me

Antwoord van Financial Advisors Near Me

Hi Mr Yadav,
Sorry about the delay here, we are looking into the the problem and have contacted Matt to see what's happened. Matt has been trying to contact you since last week, but without success. I will email you to confirm there are no typos in the phone number. Please reply to the email with confirmed contact details and preferred day and time to take the call.
Thanks
Neil

Beoordeeld met 1 van de 5 sterren

Lack of Knowledge and Understanding

He did not know the answer to my question, said he would have to go away and work it out but for doing so he would need to charge a fee. A very short conversation.

21 juli 2020
Review zonder uitnodiging

Dit is Trustpilot

Iedereen kan een review op Trustpilot achterlaten n.a.v. een ervaring met een bedrijf. Gebruikers hebben het recht om hun feedback op elk moment te wijzigen of te verwijderen, en elke gepubliceerde review is zichtbaar zolang het account van de betreffende gebruiker actief is.

Wij beveiligen ons platform met behulp van toegewijde specialisten en slimme technologieën. Lees meer over hoe wij nepreviews bestrijden.

Lees meer over Trustpilots reviewproces.

Hier vind je 8 tips voor het schrijven van een goede review.

Verificatie helpt ervoor te zorgen dat echte mensen de reviews schrijven die je op Trustpilot ziet staan.

Beloningen aanbieden voor reviews of een slechts een bepaalde groep mensen vragen om een review te schrijven, kan de TrustScore beïnvloeden. Dit is in strijd met onze richtlijnen.

Lees meer