Local Financial Advice

Local Financial Advice: connecting you with regulated financial advisers in the UK

Local Financial Advice is a matching service that connects individuals with financial advisers regulated by the Financial Conduct Authority (FCA) in the UK. The company presents itself as a quick and free way to find a professional based on your area of residence and your specific needs. The service is a trading style of Lead Technologies (Europe) Limited, a company incorporated in England and Wales and authorised by the FCA for making arrangements with a view to delivery of regulated financial services.

How the matching process works

The process works in three steps. First, you enter your postcode and the system shows how many advisers work in that area. Then you indicate what type of advice you are looking for, so that the platform can match you with a professional with the appropriate specialist skills. Finally, you provide your name, email address and telephone number so that the adviser can contact you, which according to the website usually happens within 24 hours.

Advice covered and adviser profile

The service is aimed at enquiries about retirement plans, investments, wealth management, financial planning and long-term financial planning. The company states that it works with advisers across the country and carries out regular quality checks to ensure they are regulated by the FCA. Among the commitments it attributes to its partner advisers are a free initial consultation, either face-to-face or over the phone, lasting around one hour; written disclosure of any costs before you commit; impartial recommendations tailored to your goals; and an explanation in plain English that avoids financial jargon.

Support services and guarantees for users

Beyond the initial matching, the company describes a support service designed to resolve issues with the connection to the adviser. It includes a satisfaction guarantee: if you are not happy with the adviser assigned to you, they will find you another at no extra cost. It also includes a follow-up by phone or email a few days after the request is sent to check that contact was made successfully, and encourages users to rate their experience to identify problems and maintain service standards.

Free service and no obligation to buy

The platform stresses that access to the service is free with no hidden charges and does not obligate you to purchase any product or service recommended by the adviser. The company states that its matching service is used daily in various cities across the UK and that more than 900 customers have rated it as excellent on Trustpilot, with a score of 4.7 out of 5 shown on its website.

Informational content and corporate structure

The site maintains a guides and tips section with articles on inheritance tax, the cost of financial advice, pension transfers and the questions you should ask a financial adviser. The activity is carried out through Lead Technologies (Europe) Limited, with company registration number 6574342 and FCA registration number 947409, and with a registered office in the UK.

Location and contact

Unit 5 Airport West, Lancaster Way, Yeadon, LS19 7ZA · Phone: 0800 008 6169