tel: 01173 823 823

email: contact@leafifa.co.uk

Independent Financial Advisers

Leaf Financial Advisers
Bristol Based Independent Financial Advice

Leaf Financial Advisers

Bristol based Independent Financial Advisers (IFA)

Invest in your future...

Everybody deserves quality financial advice delivered at a reasonable cost and given in plain English.

We can help you find the right path, understand your future and help you with the next steps.

Leaf Financial Advisers are an Independent Financial Adviser firm based in Bristol and serving the entire UK.

Our services include Pension Advice, Financial & Retirement Planning, Investments & ISA’s, Mortgages, Equity Release and Insurance.

We deliver high-quality financial advice, are fully regulated, and offer a transparent pricing policy and a free consultation to discuss your needs.

We deliver advice by phone, video chat, or in-person face-to-face.  Please get in touch to see how we may be able to help you.

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

How to find a financial adviser

01173 823 823

Our Services

Pensions

Click to find out more

Financial Planning

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Ethical Pensions & Investments

Click to find out more

Investing
& ISAs

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Mortgages

Click to find out more

Equity Release

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Insurance & Protection

Click to find out more

Estate Planning

Click to find out more

Why us?

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.

Fair & Fixed Pricing

Fixed fees, clearly explained, so you know what you’re paying for. 

Tailored pricing making sure you only pay for the advice you need.

Convenient

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.

Recent Awards

Pension Advisory Firm of the Year Winner
2023

UK Innovation & Excellence Awards

Bristols Most Trusted Financial Advisory Firm
2023

2023 UK Enterprise Awards

Best Ethical Pensions & Investment Advisory Firm
South West England
2023

Retirement Planning Awards 2023

How Do We Deliver Advice?

We can deliver financial advice either in your own home, over the phone, or via video chat.  

The choice is down to you and whatever is most convenient.

At Home

Face to face financial advice can be delivered in the comfort of your own home.

By Telephone

For some more straightforward financial advice, such as arranging a mortgages or life insurance, it is possible to complete everything over the telephone.

Video Conference

Using programmes such as Skype, Zoom and Teams is a good way to have a face to face discussion without leaving home.

What our customers say

Phil Jones
★★★★★
Fishponds, Bristol
Excellent Financial Advice and Service, from a very knowledgeable Friendly Advisor. Good Work
Alasdair Harris
★★★★★
Cotham, Bristol
Leaf has provided superb advice and support to our family. We're continually impressed by the insight, expertise, efficiency and sincerity - look no further for a Bristol financial adviser.
Rod David
★★★★★
St George
Andy has gone above and beyond to help me with my complicated property issues. He's always been quick to respond and patience to explain the ins and outs of all my mortgage issues. Highly recommend
Chris J
★★★★★
Bishopston, Bristol
Andy has been brilliant and really supportive throughout the whole process. We would definitely recommend.
Sophie T
★★★★★
Clifton
Andy is a very friendly guy who goes to great efforts to provide the best advice and information available. He advised me primarily on equity release but was also able to help with pensions. He is very knowledgeable and I shall definitely be using him in the future.
Gerry B
★★★★★
Yate
I can highly recommend Andy Rogers from Leaf Financial advisors. Andy takes time to fully understand your financial position and your aims and objectives. He has provided us with skilled financial support for pensions, mortgages, savings and life insurance. He produces comprehensive reports and explains everything in an accessible way. For the first time I feel like I understand our finances! Andy has helped our young adult children with their mortgages too. He is professional, approachable with excellent communication. We are so grateful for his expert guidance and financial management.
Wendy Y
★★★★★
Yate
Andy has been extremely helpful regarding guidance on pension advice. This has helped me to make an informed decision about options open to me. I've appreciated that he also works outside of normal office hours. Good too talk with someone who has real enthusiasm for, and love of their line of work.
Marian C
★★★★★
Northern Ireland
I approached Andrew for some advice on tax advice in relation to my self assessment. He was very professional and helpful. I would recommend Leaf Financial Advisers Ltd.
Harry B
★★★★★
Bristol
Fantastic broker and also acts as financial advisor. Andy will go above and beyond to get you the best deal and is always available to give advice. I was recommended Andy from a colleague and to be honest I can’t imagine using anyone else now.
Ryan B
★★★★★
Bristol
Very pleased with the support I received. Communication was excellent, and Andy answered all my questions with a straightforward and concise approach. Buying our first home has been made so easy with his support, and I couldn’t recommended his advisory services enough.
Bernadette
★★★★★
Bristol
I highly recommend Andy Rogers if you are looking for an independent financial advisor. Great service. Sorted out a buy to let remortgage very quickly for me and at no cost to myself; really flexible appointment times incl evenings and weekends. (All without the need for face to face meetings re covid). Threw in some great tips to start me think about retirement / pension planning etc. Found the business via the unbiased website rather than a recommendation so wasn’t sure what to expect but I would definitely use Andy again.
Benefits of Pension Advice

Pension Advice

Pension advice can not only help your pension pot grow, but when it comes to retirement it can help work out the best way of accessing your money.

  • Help your pension grow
  • Improve tax efficiency
  • Draw your pension how you want, when you want
  • Consolidate old pensions
  • Plan your future, answer your questions:
    • Am I saving enough?
    • What will my pension look like?
    • When can I retire?
– Find Out More –

Financial Planning

Financial Planning brings together all your finances and life goals to help you get the most out of your finances and your future.

  • Are you on track to meet your goals?
  • Can your finances be boosted?
  • Can you afford your future plans?
  • Improve tax efficiency
  • Help your pension grow
  • When can you afford to retire?
– Find Out More –
Benefits of Financial Advice
Benefits of Financial Advice

Investment Advice

Our Investment Advice service helps you to make sure you’re getting the most out of your money while demystifying the investment world.

  • Build an effective portfolio and investment strategy
  • Boost Performance for increased returns and growth
  • Tax Efficiency to make sure you’re not paying any more tax than you need to.
  • Ethical & Sustainable Investing to align your investments to your ethical viewpoints
  • Reduces costs and manage risks
– Find Out More –

Mortgage Advice

– Find Out More –

We provide a full mortgage broker service for a range of mortgages, to not only help you find the best mortgage but to do it quickly and with minimal fuss

  • As Independent Whole of Market brokers, we work in your interest and search the whole market for the best value mortgage products with the cheapest and most suitable rates for you
  • Brokers don’t just access the usual Residential or BTL mortgage market but also the exclusive “broker-only” market to help you find the best deal.  Please note that brokers do not advise on deals which are only available direct from the lender.
  • Pre-check which banks won’t lend to you, to avoid being declined and damaging your credit score.
  • Calculate how much each bank and building society will lend to you and at what rate.
  • We do all the paperwork and submit the mortgage application for you.

As Independent Whole of Market brokers, we work in your interest and search the whole market for the best value mortgage products with the cheapest and most suitable rates for you.