Empowering Financial Decisions through Expert Advice
Who We Are
Local Financial Advice is a convenient and accessible platform designed to connect you with highly qualified, FCA-regulated financial advisors in your local area. We understand the importance of personalized guidance when it comes to managing your finances, and our dedicated service simplifies the process of finding a trustworthy advisor who can meet your unique needs.
Our Mission
Our mission is to empower individuals to make confident financial decisions by providing easy access to professional guidance from experienced financial advisors. We firmly believe that everyone deserves transparent and impartial advice tailored to their individual circumstances.
Our Services
We offer a seamless and streamlined process to connect you with a local financial advisor who can offer:
- Personalized financial planning: Creating a roadmap to achieve your financial goals, whether it's retirement planning, investment strategies, or estate planning.
- Free initial consultation: Discuss your specific concerns and aspirations with a qualified advisor during a personalized meeting.
- Transparent pricing: Clear and understandable fees so you can make an informed decision before committing to any services.
- Expert guidance: Access knowledgeable professionals who can help with a wide range of financial matters, including:
- Pensions & Retirement planning: Maximizing your retirement savings, choosing the right plans, and planning for the future.
- Tax planning: Minimizing your tax burden and maximizing your returns.
- Investment planning: Developing a diversified portfolio that aligns with your unique goals and risk tolerance.
- Estate planning: Creating a robust plan to ensure the distribution of your assets according to your wishes.
Why Choose Local Financial Advice?
- Accessibility: Find a qualified advisor in your area with just a few clicks.
- Transparency: We work with only FCA-regulated advisors, ensuring compliance with industry regulations.
- Free initial consultation: Get personalized advice without any obligation.
- Custom-tailored plans: Receive a tailored financial plan that addresses your specific needs and goals.
Get Started Today
Finding the right financial advisor doesn't have to be stressful. With Local Financial Advice, you can quickly and easily connect with a trusted professional who can guide you towards financial security and success.
Service Experience
The reviews highlight a mixed bag of experiences with Local Financial Advice. On the one hand, many users have reported excellent service, with helpful and friendly staff providing direction, advice, and follow-up calls. They have been able to connect users with local IFAs quickly and efficiently, resulting in professional and useful advice.
Communication Issues
On the other hand, some users have reported being bombarded with unwarranted calls, messages, and emails after enquiring about the service. They have found it difficult to get rid of these communications, with one user even barring multiple numbers to no avail. This has led to feelings of irritation and frustration.
Deceptive Practices
Some reviewers have accused Local Financial Advice of deceptive practices, claiming that the company's "choose your advisor" button is misleading and allows them to spam users with calls and messages.
