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Leaf Financial Advisers Ltd. - Bristol Financial Advisers

Insurance and Protection

Financial protection is key in bringing peace of mind in the event of the unexpected happening. It ensures that you and your family can remain financially stable and maintain your current standard of living.

100% Free Advice

A completely free impartial protection advisory service from start to finish.

Flexibile Appointments

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

Independent

As Independent advisers we cover the entire market, ensuring you get the best deal possible.

Importance of Insurance

We often fail to insure our most important asset, ourselves, until it is too late. Fortunately there are a range of insurance products, from Life Insurance to Mortgage Protection that can give you peace of mind and protect you and your family against unfortunate events such as death or illness.

Your Adviser will help you navigate through the Insurance and Protection markets, sort through the large number of different policy types, levels and features to ensure you get the policy that’s right for your situation and at the best price.

At Leaf Financial Advisers we offer a personalised friendly service with consultations taking place at a time to suit you. This includes evenings or weekends and are delivered either via video conferencing or over the telephone.

And the best bit? Our entire Protection Advice process is free…

Request a No Obligation Callback

Importance of Insurance

We often fail to insure our most important asset, ourselves, until it is too late. Fortunately there are a range of insurance products, from Life Insurance to Mortgage Protection that can give you peace of mind and protect you and your family against unfortunate events such as death or illness.

Your Adviser will help you navigate through the Insurance and Protection markets, sort through the large number of different policy types, levels and features to ensure you get the policy that’s right for your situation and at the best price.

At Leaf Financial Advisers we offer a personalised friendly service with consultations taking place at a time to suit you. This includes evenings or weekend and are delivered either via video conferencing or over the telephone.

And the best bit? Our entire Protection Advice process is free…

Request a No Obligation Callback

How Leaf Financial Can Help You

There are a large amount of Protection and Insurance products available today, and it can be difficult to make sure you’re getting the right product and price for your situation.  We will work with you to make sure you make the best decision for you and your family.

You will be assigned your own personal adviser who will guide you through the process from start to finish.  Your adviser will meet with you at a convenient time to discuss and gain an understanding of your unique needs and situation.

We will make sure you understand the types of insurance that are available and which would be most suitable.  Cost will be a key part of the discussion, making sure we maximise the benefit within your budget and ensure you get value for money.

Part of the discussion will be a review of your current insurance and protection arrangements to see if they are still suitable and cost effective or if they need to be replaced.

 

Our advice service is entirely fee free.

Contact Us

Please fill out the below form and an Adviser will call you back at your requested 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 – @BristolIFA

Find us on Facebook – Leaf Financial Advisers Ltd.

Most Common Policies - Quick Facts

  • Life Insurance is an insurance policy that helps to minimise the financial impact that your death could have on your loved ones.
  • Payout can either be a cash lump sum or a series of regular payments.
  • Life Insurance can also cover terminal illness or diagnosis of a Critical Illness (such as cancer).
  • The length of cover, who is covered and the amount of cover are flexible to match your individual situation
  • If you’re sick or injured, Income Protection will enable you to pay your bills and provide for you and your loved ones.
  • Ultimately you’re more likely to be off work sick than you are to pass away before retirement, so this is the most essential cover available.
  • Even if your budget is tight – we’ll help you prioritise which cover is best for you.
  • Mortgage Protection is a type of Insurance that ensures you are able to pay off your mortgage in the event of death or serious illness.
  • It can be a cost effective way to gain peace of mind that if the worse happens then your mortgage payments will not have to be an additional burden.

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

Our Privacy Notice can be found here.

Thank You!

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

To find out more about how and why we use personal information and who to contact if you have any queries, please see our privacy notice.

Thank You!

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

To find out more about how and why we use personal information and who to contact if you have any queries, please see our privacy notice.