Financial Mortgage Advice

Leaf Financial Advisers

Investment Advice

We seek to help you preserve and grow your wealth

Call Us

Investment Advice and Wealth Management

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.

Free Consultation!

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

Investment Advice and Wealth Management

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.

Free Consultation!

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

Free Consultation

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

Delivering Quality Convenient Advice

Flexible

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.

Personal Adviser

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.

How Can Leaf Financial Help You?

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.

Personal Adviser

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.

Professional Knowledge

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.

Independent and Regulated

We are fully Independent Advisers, allowing us to access the entire market to find the most appropriate products and providers.  We are also fully Authorised and Regulated by the Financial Conduct Authority and part of the FSCS giving you that extra peace of mind.

Pricing

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.

Wealth Management

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

What The Investment Advice Process Involves.

A Summary of a typical advice process – please get in touch if you have any further questions.

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.

Step 1 - Book Consultation

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.

Step 2 - Initial Meeting

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.

Step 3 - Review & Implementation

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.

Step 4 - Ongoing Monitoring

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.

1 - Book Consultation

Find Out More

1 - Book Consultation

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. your current portfolio.

2 - Initial Meeting

Find Out More

2 - Initial Meeting

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.

3 - Review and Implementation

Find Out More

3 - Review and Implementation

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.

4 - Ongoing Monitoring

Find Out More

4 - Ongoing Monitoring

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.

Call us today to let us help take the stress away whilst saving you money and time.

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.

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

Thank You!

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