We seek to help you preserve and grow your wealth
The financial world can be extremely complex. Analysing and monitoring the enormous diversity of products, funds, tax implications, wrappers and platforms is time-consuming and costly – cost that ultimately finds its way to the end consumer.
Professional Investment Advice can not only help to simplify the financial world and maximise growth but also ensure that the investment profile and strategy is aligned to the investor’s unique situation and goals. Professional advice can also help avoid the pitfalls and costly mistakes that new investors can make, which disproportionately impact returns for many.
Whether you are beginning your investment journey or already have a collection of investments, a financial adviser can offer expertise and objectivity when choosing to save and invest wisely; helping you find the most appropriate solution for your current circumstances.
It is always a good idea to take the effort to ensure you are as informed as possible.
Get in touch and we will give you a free consultation to discuss your situation and how we can help.
The financial world can be extremely complex. Analysing and monitoring the enormous diversity of products, funds, tax implications, wrappers and platforms is time-consuming and costly – cost that ultimately finds its way to the end consumer.
Professional Investment Advice can not only help to simplify the financial world and maximise growth but also ensure that the investment profile and strategy is aligned to the investor’s unique situation and goals. Professional advice can also help avoid the pitfalls and costly mistakes that new investors can make, which disproportionately impact returns for many.
Whether you are beginning your investment journey or already have a collection of investments, a financial adviser can offer expertise and objectivity when choosing to save and invest wisely; helping you find the most appropriate solution for your current circumstances.
It is always a good idea to take the effort to ensure you are as informed as possible.
Get in touch and we will give you a free consultation to discuss your situation and how we can help.
Get in touch and we will give you a free consultation to discuss your situation and how we can help you.
We offer flexible appointments, including evenings and weekends, not just 9 – 5. Because good advice fits around your schedule, not ours.
Get in touch to book a time that suits you.
You will have the same adviser throughout your time with us.
They will personally manage all aspects of your investments and will be available at any point for any questions, queries or just a chat.
We understand that all wealth is personal, our passion is to help our clients grow, protect and pass on their wealth.
We also ensure that you benefit from peace of mind, safe in the knowledge that you fully understand how your investments are being managed and that they are being managed by someone you trust.
You will have the same adviser throughout your time with us.
They will personally manage all aspects of your investments and will be available at any point for any questions, queries or just a chat.
We use our professional knowledge and experience of the market and tax regime to access the optimal products, providers, best rates and lowest costs.
We deal not only with all the major well-known names in banking, insurance and fund management, but also many specialist providers you may not be familiar with, but which may offer a valuable part of a tailored portfolio.
Our pricing is Up-Front, Transparent, and Fair to ensure you only pay for the high-quality advice you deserve.
In line with our company values, we will only agree to engage you in advice if we believe that the financial benefit exceeds any fees.
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 if you are just starting your savings journey, professional advice can help you maximise your returns and protect your investments.
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
Each Advice process is unique, based on your own personal situation. The below steps are a typical example of what you may experience. Please contact us if you would like an explanation of what the process would look like for you or click to see the process in more detail.
The first stage is to contact us a book and an initial consultation. We will work around your schedule and make sure to meet at a convenient time for you. You may be asked to bring some information along with you, e.g. id, current portfolio.
During your initial meeting your adviser will explain the advice process and gather information about your current financial situation. You will explore what you are aiming to achieve and determine your approach to investing, such as your attitude to risk, investment horizon and lifestyle timings, or when you may need to access your investments.
After the meeting, your adviser will use the information they have gathered to undertake extensive research, using sophisticated financial modelling techniques and systems to develop your bespoke investment strategy.
In the second meeting your adviser will take you through the recommendations in your plan, including why we have chosen particular products or providers, how they align with your risk profile and investment and life goals. All using jargon-free, plain English.
You will have a comprehensive written report to keep which we will make sure you fully understand during the meeting.
Once you have reviewed and are happy with your investment strategy we will put the plan into action on your behalf.
Although we will “future proof” your strategy as much as possible there will be benefit in an ongoing review process to make sure that your investment portfolio remains the best fit for you.
If required this can involve regular follow-up reviews and meetings to give you peace of mind that you continue to be invested in the best way for your situation.
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.
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.
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.