Financial-Advisor.co.uk

Lead Tech, Pool Business Park, Pool in Wharfedale, Otley, West Yorkshire, LS21 1FD, Leeds, GB
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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

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Mark Blackham
United Kingdom | 01 October 2015

I was introduced to a chap called Tom who seems to be very knowledgeable and helpful. Although I have not completed the pension review as yet due to my work commitments I will be completed in the next couple of weeks.

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michael barker
United Kingdom | 30 September 2015

Very helpful and informative helping me to get the right production

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michael souter
United Kingdom | 29 September 2015

The FA recommended to me was friendly and efficient. I was given advice that lead me in the right direction to suit my circumstances..

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carol pridden
United Kingdom | 26 September 2015

I was terrified at the thought of contacting multiple,providers to obtain my pensions. I am pleased to say that the service I received made this as painless as possible and took away the dread of filling in endless forms. I am so grateful for all,the help received. This service is essential.

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Stephen William
United Kingdom | 24 September 2015

Very honest help and advice on my pension and will use again if required

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Michael Carl
United Kingdom | 24 September 2015

After I contacted the Website the response from a Financial Adviser was very quick. He was most helpful as I was finding Aviva were very unhelpful I was trying to take my Pension Pot as a Lump Sum and they made it very difficult. I was reassured that Mr. Hudson the Adviser was there should I need his help. As it transpired matters were resolved with Aviva but it was good to know professsional help was there should I have needed it. Thank you very much.

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Jim Barrow
United Kingdom | 23 September 2015

From answering the advertisement on line to my appointment with the proposed Finacial Advisor was complete in two days witout any fuss.

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norman
United Kingdom | 18 September 2015

Got in touch really quickly after hours, really good advice friendy helpful

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Richard E
United Kingdom | 01 September 2015

Very fast response and with a local company which is what I had requested unlike other websites who had tried to fob me off with an advisor 300 miles away. I ask you how would we meet up bar video conferencing! This company did what it said it wold on the website, quickly and efficiently and have put us in touch with a very personable and knowledgeable advisor who we are entering into further discussions. If you need financial advise in your area then this site will do the work for you.

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derek rowling
United Kingdom | 29 August 2015

I believe the search looked for financial advisers local to my postcode. The website directed me straight to broad stone and no others. I was contacted very quickly and after a brief telephone conversation arranged a meeting with the financial adviser who gave me useful initial advice and went away to work up a financial plan proposal. I am still awaiting a reply however I believe he has been on holiday. As I am still in the early stages it is too soon to give a meaningful review, although I am satisfied with the advice given so far.

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paul naish
United Kingdom | 29 August 2015

Quick response by Ash Patel who made contact within an hour and arranged a meeting at my home, at the meeting we discussed my pension options, Ash has since contacted the two companies holding my pension investments, and has arranged another meeting to discuss my pension options.

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Bob phillips
United Kingdom | 26 August 2015

Introduced to a financial advisor who dealt with my requirements swiftly

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peter rodwell
United Kingdom | 24 August 2015

Let me know things I wasn't aware of thanks

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Nicholas Phillips
United Kingdom | 22 August 2015

Inpartial and never felt pressured to agree to anything. I didnt have to wait for meeting

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Roger Deane
United Kingdom | 21 August 2015

Rapid response, clear on the situation(Annuities) - promised to get back in touch when has any info on the PROPOSED new legislation in 2016.

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Clive
United Kingdom | 21 August 2015

Helpful good clear information, got sorted

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Roy Townsend
United Kingdom | 20 August 2015

EXCELLENT TIMELY ADVICE RECEIVED

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John Smith
United Kingdom | 20 August 2015

Interested in me personally and good in depth analysis of my current situation and future requirements.

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Customer Miss
United Kingdom | 18 August 2015

went on line to look for some pension advice, got contacted, now just waiting for them to get back to me.

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Steve Payne
United Kingdom | 17 August 2015

I used Financial-Advisor.co.uk to find an independent financial advisor to handle my pension transfer. The financial advisor is now handling my pension transfer and the investment of that money so i'm well pleased

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