tel: 01173 823 823
Contact@leafifa.co.uk
Get in touch
Leaf Financial Advisers
Bristol based Independent Financial Advisers
Have a general enquiry or want to book an appointment?
Please contact us on the details below or use the contact form provided should you have any questions or would like to make an appointment. We look forward to hearing from you and are always happy to help.
Call: 01173 823 823
Email: contact@leafifa.co.uk
Appointment Times
We offer a wide range of times, including at weekends and evenings, as well as the usual 9-5.
Appointment Location
We often meet in the client’s own home, have a chat over video conferencing or simply over the phone. Or a combination. It’s up to you and what you find the most comfortable and convenient.
Opening Times
We’re open Monday to Friday from 9am until 6.30pm and until 1.30 on Saturday. Though we do often answer calls and emails outside of these times, so just give us a go.
Contact Form
Simply complete this contact form and someone will get back to you as soon as possible.
- 01173 823 823
- contact@leafifa.co.uk
- @Bristolifa
- Leaf Financial Advisers
Book an appointment
Please contact us on the details below or use the contact form provided should you have any questions or would like to make an appointment. We look forward to hearing from you.
Contact Form
Simply complete this contact form and a member of our team will get back to you as soon as possible.
Want to have a conversation at a time that suits you? Book in one of our free consultations below to talk to a qualified financial adviser or mortgage broker at your convenience.
The conversation can be over the phone, via video conference or in person.
We offer a wide range of convenient times, including at the weekend and evenings during the week as well as the standard 9-5.
Appointment Booking
Book at your convinience
Select a day and time that suits you.
Free Mortgage Review
Free Pension review
Investment Review
What to expect
Free pension review
Select a day and time that suits you.
Free Pension review
You’ll talk to a Regulated and Experienced pension adviser.
We’ll run through your current pension arrangements, review if they’re adequate and discuss actions that need to be taken to improve performance
what will your
We can also suggest areas in which your pension can be boosted and be made more tax efficient.
Answer any general Queries you may have
Discuss what the next best steps are
the next steps that are available to you
The review can either be over the phone, via zoom/skype or in person in the comfort of your home.
Free mortgage review
It depedsn on what you want out of it!
If yuo’re just wondering about how much ou may be bale to borrow, am i eligible,
Free Mortgage Review
You’ll talk to a Regulated and Experienced mortgage adviser.
- See how much you can borrow.
- Answer any queries you may have.
- What your monthly payments are likely to be.
- How much you could be savings with a remortgage
- What the steps are to getting a mortgage
The review can either be over the phone or via zoom/skype.
What happens in a free investment review?
Select a day and time that suits you.
Free Investment review
You’ll talk to a Regulated and Experienced pension adviser.
We’ll run through your current investment potfolio, arrangements, review if they’re adequate and discuss actions that need to be taken to improve performance
what will your
We can also suggest areas in which your portfcan be boosted and be made more tax efficient.
Answer any general Queries you may have
Discuss what the next best steps are
the next steps that are available to you
The review can either be over the phone, via zoom/skype or in person in the comfort of your home.
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.
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of future performance.
Tax treatment is based on an individual’s unique circumstances.
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. Please note that some mortgages such as commercial BTLs are not regulated by the FCA. Equity release may involve a lifetime mortgage or a home reversion plan. To understand the features and risks, ask for a personalised illustration. Equity release may impact the size of your estate and it could affect your entitlement to current and future means-tested benefits.
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.
Leaf Financial Advisers
39 Cromwell Road,
St Andrews,
Bristol,
BS6 5HD
Open from