Financial-Advisor.co.uk

Lead Tech, Pool Business Park, Pool in Wharfedale, Otley, West Yorkshire, LS21 1FD, Leeds, GB
image
4.50
Based on 522 Reviews

5

69.92%

4

19.35%

3

2.87%

2

2.87%

1

4.98%
About Financial-Advisor.co.uk

Financial-Advisor.co.uk connects customers with local advisors, helping them get the expert financial advice they need on retirement, investments and more. Financial-Advisor.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 Disclosures

Contact Info

You need to Login first to submit your review.

image
Salli
United Kingdom | 15 November 2024

I was introduced to Financial-Advisor.co.uk by a friend and was impressed by their fair rates and trustworthy service. The team is swift and reliable, always available to answer queries, and provides straightforward advice. My advisor, Frankee Hearth, expertly guided me through the re-mortgage process, making herself easily accessible via phone or Zoom. The level of courtesy, efficiency, and friendliness I experienced was outstanding. While the initial contact and appointments were prompt and useful, I look forward to seeing how they support my needs in a more stable future. Overall, I'd recommend their services to friends.

image
Hamed Hamed
United Kingdom | 16 January 2024

One of my friends suggested me this office and I found their rates pretty fair and I found them very trustworthy. Also they are very swift and reliable. I keep recommending them to other friends of mine as well.

image
Ronald Richards
United Kingdom | 27 October 2022

We found the service from Raffaele Castaldoto of Beesure financial planning to be prompt, professional and informative to combine and simplify multiple pension accounts with flexibility for changing future needs

image
Clair
United Kingdom | 04 October 2022

Andrew headed a pension webinar for the company I work for. He explained some really tricky stuff, really well. Also very approachable for people to ask questions

image
Laura Charlton
United Kingdom | 04 July 2022

Amazing service

image
Ricky Sethi
United Kingdom | 20 May 2022

Was really impressed with a call back today - Great help and advice. thank you so much

image
Bruce Harrison
United Kingdom | 07 April 2022

My wife and I felt we needed to re-write our existing wills in order to minimise Inheritance Tax. A solicitor advised to check with a financial advisor or accountant first. We used Finsncial-Advisor.co.uk to find a local financial advisor. The entire process was completed within a week, including an interview with a wealth management consultant, all free of charge. It turned out our existing wills were fine and that our estate was in good shape to eliminate the need to do anything else to minimise IHT. Furthermore the Wealth Managment Consultant suggested ways our estate could be used to benefit our family while we are still living.

image
ti
United Kingdom | 01 March 2022

It can be daunting contacting a Financial Adviser to discuss the re-mortgage of our rental properties, Our Advisor, Frankee Hearth, explained the services offered and guided us through the process, every step of the way. The whole process was well handled, and she was never more than a phone, or Zoom call away. I would highly recommend her services

image
Andrew Belk
United Kingdom | 12 February 2022

Iv been sorted out with the advisor you put me in touch with .he went through every thing and did it so i understood it .very pleased ...thanks

image
Cheetham
United Kingdom | 11 February 2022

Very happy with the advice given.

image
Mr Terence
United Kingdom | 03 February 2022

Super. Let me know in easy terms my best options, without costing a penny.

image
Farndale Financial
United Kingdom | 08 January 2022

I have dealt with this company for many years and have always found them very efficient and competitive.Their staff are also most helpful and knowledgeable

image
Patrick Middleton
United Kingdom | 08 November 2021

Initial phone chat was helpful and productive. First contact with Steers was remarkably swift. Subsequent interview at my home was pleasant and extremely thorough. Could not be more happy at this point.

image
Ann S
United Kingdom | 05 November 2021

Really helpful professional advice

image
Nigel Smith
United Kingdom | 15 September 2021

Very helpful advice non sales pressured have passed name a number onto two people wishing to sort out pensions

image
Mr Singh
United Kingdom | 14 September 2021

I got a call from one of the Financial advisor local to my place on the same day despite it being weekend. His telephone advise resolved my queries and the advise was really useful and appreciable.

image
mark farrer
United Kingdom | 10 August 2021

Very happy with the IFA I was put in touch with. They have been v helpful and informative and Craig at Ascot Lloyd has communicated with me all the way along. V content thank you

image
Harry Steels
United Kingdom | 26 June 2021

The local IFA got in touch straight away and we got a speedy and very useful appointment at which they explained what they could possibly do for us and we described what we wanted to do. We already have a follow-up meeting at which they will make suitable targeted suggestions from which we can make choices. Courteous, thorough, efficient and friendly - what more could we ask?

image
Paul Ravenhill
United Kingdom | 16 June 2021

Good constructive zoom meeting with all the information presented in a straight forward easy to understand manner. Would recommend these people without hesitation. No unnecessary contact and what there was was kept short and to the point.

image
Mr Pacey
United Kingdom | 04 June 2021

The advisor was able to give me clear, well-informed advice about my situation and enabled me to make a decision about my funds that gave me long term protection.

We may use cookies or any other tracking technologies when you visit our website, including any other media form, mobile website, or mobile application related or connected to help customize the Site and improve your experience. learn more

Allow