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 5 sur 5 étoiles

So helpful

So helpful, down to earth and I didn't feel as if I was asking him stupid questions. Really pleased with outcomes- a really pleasant man!

2 juin 2020
Avis spontané
Noté 1 sur 5 étoiles

Best avoided.

The website says it all; they don't actually have any financial advisors near me at all; I was offered a remote service from 300 miles away, and they wouldn't say what it might cost! I pushed for an introduction to a local advisor, but they simply don't have any.

15 mai 2020
Avis spontané
Logo de Financial Advisors Near Me

Réponse de Financial Advisors Near Me

Hi Chris,
Sorry you were unhappy with the service. You were introduced to a partner who is offering advice over the phone. Financial advice is usually offered on a face to face basis which is obviously a problem in the current climate so some of our usual partners are finding it hard to proceed as before and there is a larger covering of phone advice partners to cope with the situation.
We do have advisers in your area, I could ask one of them to call if you would like? Please let us know.
Thanks,
Neil

Noté 5 sur 5 étoiles

Super-helpful

Super-helpful. And as close to clarity as is possible given these times.
Thank you

14 mai 2020
Avis spontané
Noté 5 sur 5 étoiles

I used this service for the first time…

I used this service for the first time because it was some years since i spoke with a Financial Adviser and all went well, very pleased with the service that I received .

3 avril 2020
Avis spontané
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Réponse de Financial Advisors Near Me

Good morning Richard, that’s great news. Thank you for taking the time to review our service and for the 5 Star rating. We wish you well. Keep safe.
Regards
Neil

Noté 1 sur 5 étoiles

Nowhere near me

Nowhere near me! 60 miles, 1.5 hr drive, really!

2 avril 2020
Avis spontané
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Réponse de Financial Advisors Near Me

Hi Simon,
Our advisers should ordinarily be happy to travel to meet you as required if your enquiry goes beyond the free consultation. Obviously the current Coronavairus situation makes meeting anyone problematic, but the industry response to this will be meetings via simple video calls etc. Non of this should detract from the experience, or quality of the advice you receive and now is a good time for anyone to be getting their financial affairs in order.
Please let us know if we can help further with your enquiry.
Regards,
Neil

Noté 5 sur 5 étoiles

Very knowledgable and helpful

31 mars 2020
Avis spontané
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Réponse de Financial Advisors Near Me

Good morning Stuart, thank you for your 5 Star review and comments, they are very welcome.
Keep safe.
Best wishes,
Jonathan.

Noté 5 sur 5 étoiles

friendly service and very helpfull!!!

23 mars 2020
Avis spontané
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Réponse de Financial Advisors Near Me

Good evening Mr Minoiu, that’s great to hear, thank you for taking the time to provide a Trustpilot review and thanks for rating or service with 5 Stars. At this difficult time for us all it is much appreciated and we wish you well.
Regards
Jonathan

Noté 5 sur 5 étoiles

9:50

All round great help with my needs.

19 mars 2020
Avis spontané
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Réponse de Financial Advisors Near Me

Good morning Keishun, that's great to hear. We very much appreciate you giving us a 5 Star review and for your positive comments about our service. Please do not hesitate in recommending us to others.
We wish you well.
Jonathan.

Noté 4 sur 5 étoiles

A quick response

16 mars 2020
Avis spontané
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Réponse de Financial Advisors Near Me

Hello Jean, thanks for taking the time to rate our service and thanks for the 4 Stars.
Best wishes
Jonathan

Noté 5 sur 5 étoiles

Super fast response and very clear and…

Super fast response and very clear and useful advice given.

14 mars 2020
Avis spontané
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Réponse de Financial Advisors Near Me

Good morning Darren, that's great to hear. Thanks for letting us know your thoughts and for your 5 Star review.
Best wishes
Jonathan.

Noté 5 sur 5 étoiles

Quick turnaround

Quick turnaround, knowledgable contact linked

10 mars 2020
Avis spontané
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Réponse de Financial Advisors Near Me

Good morning Mrs Iftikhar-Ali, thanks for your comments and 5 Star rating.
Best wishes
Jonathan

Noté 4 sur 5 étoiles

Excellent service

Very prompt with phone calls. Couldn't help me on this occasion but very friendly and very professional. would highly recommend.

9 mars 2020
Avis spontané
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Réponse de Financial Advisors Near Me

Good morning Mario, thank you for your 4 Star review and positive comments. We trust that we may be of assistance to you in the future.
Best wishes
Jonathan.

Noté 5 sur 5 étoiles

Very knowledge regarding personal…

Very knowledge regarding personal pensions and very patient and helpful.

29 février 2020
Avis spontané
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Réponse de Financial Advisors Near Me

Hi Marilena, that's great to hear. Thank you for providing us with a 5 Star rating.
Best wishes,
Jonathan.

Noté 5 sur 5 étoiles

Advice on completing Pension forms

Thank you for taking the time to advice me on completing my pension form. You were very patient professional and Jonathan took the time to go through the form with me step by step, to ensue a clear understanding of what I needed to do. Thank you again for your time and patience .

28 février 2020
Avis spontané
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Réponse de Financial Advisors Near Me

Good afternoon Delpine, thank you for taking the time to review our service. We very much appreciate your positive comments and wish you well for the future.
Regards
Neil.

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