Our Service

When you use Local Financial Advice to connect to a Financial Advisor in your area, we make the following guarantees...

  • Rapid response - Your Financial Advisor will respond to your enquiry within one business day.

  • Experienced, accredited advisors - All Financial Advisors recommended through Local Financial Advice are carefully selected and experts in their field.

  • No-obligation consultation - Opportunity to discuss your goals with your Financial Advisor in depth - face to face or over the telephone depending on your preference.

  • 100% satisfaction guarantee - If you're not completely happy with the service you receive from your advisor, we'll find you an alternative, free of charge.

Do I Need a Financial Advisor?

A Financial Advisor can offer valuable insight and expertise on a wide range of common financial concerns.

Key situations in which a Financial Advisor is likely to be valuable include:

  • Investing large sums of money

  • Comparing quotes for pensions or insurance products.

  • Exploring your options during key life events such as retirement, buying your first home or becoming a parent.

  • Tax planning and intelligent saving.

  • Running a business.

How much does a Financial Advisor cost?

The cost of using a Financial Advisor can vary depending on your needs. You may be able to resolve your issues in a single consultation, or you may benefit from a more long-term collaboration.

At Local Financial Advice we're dedicated to providing a transparent and cost-effective experience for all customers:

  • No-obligation initial consultation - Discuss your issues in detail and make a decision about whether you’d like to proceed before making any commitment.

  • Total transparency - Any costs associated with purchasing any product or service from your Financial Advisor will be broken down in detail.

  • Personally tailored quotes - Our professional advisors will use their experience, expertise and access to a wide range of products to find the solution best matching your individual needs.

Finding an advisor

Our no-obligation service connects you to a carefully selected, fully accredited Financial Advisor in your area.

  • Using the details you provide, we'll search our network and match you to an experienced Financial Advisor in your area.

  • Your advisor will contact you within 24 hours to discuss your needs in more detail and book your no-obligation initial consultation.

  • Following your initial consultation, you'll have the opportunity to provide feedback on your experience. If you weren't 100% satisfied with your advisor, we'll find you another one.