Leaf Financial Advisers

Bristol based Independent Financial Advisers (IFA)

Invest in your future...

You deserve high quality, professional financial advice delivered at a reasonable cost. 

We want to earn your trust by providing you with the best advice we can.  

We pride ourselves on consistently saving our clients time, money, or both.

Our friendly and approachable style sets us apart – we always take the time to get to know you personally, before explaining everything in a straightforward, no nonsense way.

Contact us today for a free consultation to discuss how we can help you.

Request a no obligation call back

Alternatively, drop us a line with any query you may have and we'll make sure we get back to you as quick as we can: contact@leafifa.co.uk

Ask About Our Free Consultation.

Invest in your future...

You deserve high quality, professional financial advice delivered at a reasonable cost. 

We want to earn your trust by providing you with the best advice we can.  

We pride ourselves on consistently saving our clients time, money, or both.

Our friendly and approachable style sets us apart – we always take the time to get to know you personally, before explaining everything in a straightforward, no nonsense way.

Contact us today for a free consultation to discuss how we can help you.

Request a no obligation call back

Request a no obligation call back

Get in touch and we will give you a free consultation to discuss your situation and how we can help you.

Alternatively, drop us a line with any query you may have and we’ll make sure we get back to you as quick as we can:

contact@leafifa.co.uk

Ask About Our Free Consultation.

Why us?

A few of the reasons why we think we’re the best independent financial adviser in Bristol for you….

Fully Independent

We access the entire market with no restrictions to make sure you get the most suitable and lowest cost solution.

That’s the advantage of using an Independent Financial Adviser.

Pricing

Up front, with prices published on our website.

Transparent, so you know what you’re paying for.

Fair Price Promise – we only provide advice if we believe the benefits exceed any fees.

Flexible

We offer flexible appointments, including evenings and weekends, not just 9 – 5. Because good advice fits around your schedule, not ours.

Just one example of our customer first service.

Personal Adviser

We make sure that you deal with your own Personal Adviser all the way through the process.

If you need to chat, they’re there for you. (no call centres!)

Our Services

A selection of our most popular services.  Please click through to find out more.

Unsure which service you need?  Get in touch for a chat about what will work for you.

Ways to get in touch

Fill out our contact form and an adviser will call you back at a time that is convenient to you

Give us a ring for a Free no obligation discussion on how we may be able to help you: 01173 823 823

Drop us a line with any query you may have and we'll make sure we get back to you as quick as we can: contact@leafifa.co.uk

Importance of Independent Advice

We strongly believe that independent, ‘whole of market’ financial advice is the best way forward.

Independent Financial Advisers are the only type of advisers who are able to select from all products available in the marketplace. Making sure you get financial advice that’s tailored to your individual needs.

Our Independent status means we can offer advice using the widest range of financial products and services. And that means you benefit – whether it’s for investment advice, retirement plans, inheritance tax planning – or simply reducing your financial expenditure.

Leaf Financial

Complimentary Consultation

We always offer a complimentary consultation and always completely at our expense.

We use this session to discuss any queries you may have, determine if you need any financial advice and if so what would sort would best suit you. It also allows us time to get to know each other and explain how the advice process works and what you will receive for each service.

The session usually last between 30 minutes and an hour.

You will walk away from your consultation with an understanding what advice you may need, how it will benefit you and how much it will cost.

We aim to simplify financial advice– because life is complicated enough.

Commonly Asked Questions

Bristol IFA, UK

We are a firm of Bristol based IFAs (Independent Financial Advisers).  We aim to provide you with the best advice, best service and best information on pensionsinvestments, wealth management, mortgagesprotection and a range of related services.

An IFA can be many things; a source of financial advice, a life-long financial coach, a provider of advice for a single financial transaction, an ear to bounce ideas off of, a facilitator in realising your life’s goals. 

As Independent advisers we aren’t tied to financial products from a particular provider.  We think it’s important to be give truly Independent Financial Advice as this allows us to access the entire market to help us provide the best solutions for our clients.

In the UK, IFAs are strictly regulated by the Financial Conduct Authority (FCA).  This means that an IFA is a qualified professional who has to set a series of examinations, usually from the Chartered Institute of Securities and Investment (CISI) or the Chartered Insurance Institute (CII), then are required to keep their financial knowledge up to date and in line with the current best practice indefinitely, in a process called Continuing Professional Development (CPD).  IFAs must then abide by the strict rules and regulations set down by the FCA

Our company relies on the strength of the long-term relationships we form with our clients. If you would like to learn more about our financial advice services and speak with one of our IFAs please contact our Bristol office on 01173 823 823.

Bristol Based Financial Planning

We are sometimes asked the difference between an IFA and a Financial Planner.  Basically a Financial Planner is a subset of an IFA; so an IFA is a Financial Planner but will also give other types of Financial Advice. 

A Financial Planner will focus on helping individuals and corporations meet their long-term financial objectives.  Whilst financial panning is a key area of an (Independent) Financial Adviser’s role they will also undertake other tasks such as helping manage your money including investments and other accounts.

So in short whilst Financial Planning is a key part of the service we offer we also cover a range of additional areas of Financial Advice.  We believe in the financial planning process; identifying goals, reviewing financial data and designing and implementing a plan to help you achieve your objectives.

Please get in touch for a Free Consultation to find out more about how we can help you, or click here to find out more about our Financial Planning Service.

Bristol Pension Advice

You are now responsible for your future security. The days of the guaranteed pension and lifetime health benefits are past. Whether nearing retirement or already relying on the fruits of your working years, planning ahead for retirement is crucial.

Your pension is one of the most important assets that you will build over your life.  The right guidance can help that asset grow and ensure you have enough in retirement to lead the lifestyle you want.

Please get in touch for a Free Consultation to find out more about how we can help you, or click here to find out more about our Pension Advice Service.

Bristol Investment Advice

Offering investment advice is one of the key services we offer as managing assets effectively is fundamental to securing your financial future and growing your wealth. As investment managers, we utilise a disciplined and consistent approach, based on decades of academically sound and tested research.

The right investments can offer real opportunities to grow your wealth and protect it against inflation.  Whether looking to invest a lump sum, review your current investment arrangement or starting your savings journey, professional advice can help you maximise your returns and protect your investments.

Please get in touch for a Free Consultation to find out more about how we can help you, or click here to find out more about our Investment Advice Service.

Bristol Mortgage Advice

Taking out a mortgage is one of the biggest commitments in most peoples lives, and unfortunately it can be difficult to make sure you’re getting the best deal for you.

Advice from a professional mortgage adviser can not only make the process easier and reduce stress but also save considerable money.

We offer a Fixed Fee service for all residential mortgages, including first time buyer and remortgages.  Please get in touch for a Free Consultation to find out more about how we can help you, or click here to find out more about our Mortgage Advice Service.

We are based in Bristol but serve the entire UK.  Home visits are restricted to the local Bristol area, but cover areas such as Clifton, Redland, Thornbury, Bath, and Bradley Stoke.

Please get in touch to find out more about what we can offer.

Contact Us

Please fill out the below form and an Adviser will call you back at your desired time:

Finding the right independent financial adviser (IFA) is an important decision and should not be made hastily.  We want to help you make the right decision, both for which adviser you select and what type of advice you elect to receive.

We offer an initial consultation for free without cost or obligation, giving you the opportunity to ask any questions you have about the advice process, our firm, our costs or anything else you are unsure about.

Clients often worry that advice will cost too much.  Our Fair Price Promise means we will only engage a new client if we believe the benefit will exceed any fees we may charge.

Please get in touch today for a chat about how we can help you.

Give us a ring – 01173 823 823

Drop us a line – Contact@LeafIFA.co.uk

Send us a Tweet – @LEAFIFA

Find us on Facebook – Leaf Financial Advisers Ltd.

Leaf Financial Advisers Ltd is entered on the FCA register under reference 944216.

Leaf Financial Advisers Ltd is registered in England and Wales, Company number 12950412.  Registered office: 39 Cromwell Road, Bristol, BS6 5HD .

Leaf Financial Advisers Ltd. is an appointed representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority, FCA number 153566.

Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

Our Privacy Notice can be found here.

Financial Mortgage Advice

Bold And Ambitious

Traditional Values

On Your Side

Personalised Service

Fill out our contact form and an adviser will call you back.

Give us a ring for a Free no obligation discussion on how we may be able to help you: 01173 823 823

Drop us a line with any query you may have and we'll make sure we get back to you as quick as we can: contact@leafifa.co.uk

We aim to simplify financial advice– because life is complicated enough.

Thank You!

Your Form has been submitted.  An Adviser will call you back shortly.