Financial Advisors Near Me Avis 

298
TrustScore 4.5 sur 5

4,6

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Lisez les avis des autres

Noté 5 sur 5 étoiles

I’ve never had anyone explain my debt and money situation so well to me. I received friendly and applicable advice and I feel so much better for it. Thanks to Stephen explaining things for me, I’m n... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

The gentleman I spoke to was extremely helpful , not judgemental In The slightest and seemed to genuinely care about the stress that I was experiencing. I felt much better after speaking with him as h... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

The Financial Advisor called me immediately after I received your email. He was very patient, very helpful but above all gave me so much information which helped me to choose the right options. I... Voir plus

Noté 5 sur 5 étoiles

From initial enquiry to first contact was less than 24 hours. Appointment set up for two days time after preliminary fact finding. Service to date exactly as advertised.

À propos de l'entreprise

  1. Fonds de pension

Écrit par l'entreprise

We provide a matching service to put you in touch with a local Financial Advisor who is prepared to offer you a FREE initial consultation to establish your Financial Advice needs

Financial Advisors Near Me

Écrit par l'entreprise

We are committed to putting you in touch with an appropriately qualified and regulated advisor near you!
At Financial Advisors Near Me we are always striving to make your customer journey as simple, speedy and straighforward as possible whilst ensuring you get the right advice.

If you are not happy we'll put you in touch with another advisor pronto!

If your advisor can't help you we'll find someone who can!

If your advisor can't help you we'll find someone who can!
Just get back in touch if you are not happy with your advisor and we'll make sure you get the appropriate advice from another advisor who's able to help!

Coordonnées de contact

4,6

Excellent

TrustScore 4.5 sur 5

298 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Aucun historique récent de demande d’avis

Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.

Comment cette entreprise utilise Trustpilot

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4,6

Tous les avis

(298)

0 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 1 sur 5 étoiles

Poor

Poor - very poor

7 septembre 2021
Logo de Financial Advisors Near Me

Réponse de Financial Advisors Near Me

Hi DF,

We'd be interested to hear more about your experience and what was wrong with the service. I will contact the adviser you spoke to for feedback also.

Would you mind updating your review with some further information for us to act on and for other consumers to consider before they use the service.

Also, I notice this is your only review and you dont provide a name? Can you confirm its genuine and not competitor spam please? We've had some other, non genuine reviews removed recently.

Many thanks,
Neil

Noté 1 sur 5 étoiles

Never got in touch

3 août 2021
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Réponse de Financial Advisors Near Me

Hi, sorry to hear that you have not received contact regarding your enquiry. Our partners agree to get in touch quickly when receiving enquiries. I have chased this up with the adviser in question and you should hear something shortly.
Best Regards,
Neil

Noté 5 sur 5 étoiles

Very fast response

Very fast response, and the person who contacted me seems, after a couple of phone calls, very knowledgeable and someone I can really feel comfortable with

26 avril 2021
Noté 5 sur 5 étoiles

ON THE BALL,KNOWLEDGEABLE, COMPETENT, EXCELLENT COMMUNICATOR

Speaking to anyone 'financial' has always been hard-going for me. However, this experience proved to be the exception and I came off the phone feeling clear about my financial options. The adviser grasped my situation extremely quickly and hence a solution, lessening the stress and tension as has been my experience with other companies and helplines. Being comprehended and listened to on a very human level is very difficult to find these days so I would have absolute confidence in recommending this company to anyone.

7 avril 2021
Noté 4 sur 5 étoiles

hello was getting a lot of grieff from…

hello was getting a lot of grieff from a F/A he made hard work of every thing i wanted him to do from advice on my options to planning my life so decided to shop around and came bye you was inpressed how easey and very promt you were had a contact from an advisor with in 3hrs [ GREAT ]

7 avril 2021
Noté 1 sur 5 étoiles
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Réponse de Financial Advisors Near Me

Hi Robert,
Sorry to hear this. We ask all our advisers to contact people within the hour, but there are occasionally problems. And when there are we are glad to hear about them and correct them.

The adviser in question is being contacted now to get in touch with you soon.
I have also sent you a private email to confirm the contact details you left on the form. Sometimes there is a typo in the form that gets in the way of speedy contact.

Please let me know if I can help in any way via email.

UPDATE: Hi Robert - the adviser has already rung twice but your line goes straight to VM. They have just rung again and left a VM. Can you check your phone please? And confirm the phone number via the email I sent in case someone else is getting your messages due to a typo! Thanks!

Regards,
Neil

Noté 1 sur 5 étoiles

Not knowledgeable very vague was a…

Not knowledgeable very vague was a simple question. Would not recommend.

19 février 2021
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Réponse de Financial Advisors Near Me

Hi Mark, sorry to hear that you were not satisfied with the advice given. The company in question has spoken to nearly 2000 consumers and this is the first time we've had a comment like yours. We'll investigate with the partner in question and advise further via email. I will also email you privately now to ask more details about the nature of the enquiry so we can understand the problem and ensure it doesnt happen again.
Regards,
Neil

Noté 4 sur 5 étoiles

RE;PENSION ADVICE

The advice I received from Case Management regarding Pension Advice was very helpful and informative.

13 février 2021

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