Leaf Financial Advisers Ltd.

Independent Financial Adviser  39 Cromwell Road, Bristol, BS6 5HD
First meeting at adviser's own cost
Our clients like us for our friendly personable service, quick response to any query and financial advice explained in plain English. We see clients in the comfort of their own home or over video chat. We are Independent and Whole of Market advisers.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Critical illness
check
Income protection insurance
check
Life insurance
Meet our advisers
Mr Andrew Rogers
Independent Financial Adviser / Mortgage Broker / Chartered Accountant.
About us

Leaf Financial Advisers Ltd are an experienced firm of Independent Financial Advisors based in Bristol and advising clients throughout the South West.

We are a completely independent company, which means we work for our clients interests, not those of a bank or insurance company. We want to give our clients the best possible outcome; whether that’s the best pension provider, strongest performing fund manager or cheapest mortgage rate. We have the flexibility to access the market leaders for every facet of our advice.

We always put our customers first and their best interests are at the heart of what we do. For example our flexible appointments, which include evenings and weekends, not just 9 – 5. Because good advice fits around your schedule, not ours.

We appreciate that different people have different levels of financial awareness and we will always use plain English when dealing with clients, and cut out the unnecessary jargon and technical phrases. We explain things in a clear, simple and concise manner, which ensures that you fully understand our recommendations and advice. We also keep things simple and transparent with our offer of fixed flat fees.

Our services

Offering a wide range of financial advice for business and personal needs. Including;

1. Retirement Planning - Helping you to plan and live your ideal retirement, perhaps retire early or enjoy a phased or flexible retirement.

2. Investment Advice - Helping you to build and manage an efficient investment portfolio to achieve your financial goals.

3. Financial Planning - We provide planning services for people who want to make the most of their finances.

4. Pension Advice - Starting to build your pension or getting ready to start accessing it, we can help you maximise your pension pot.

5. Estate Planning - Helping you to reduce your Inheritance Tax liabilities, simplify things for your loved ones and protect your legacy for generations to come.

6. Mortgage Advice - we advise on a range of mortgages, from First Time Buyer to Remortgage to Buy to Let and Second Charge.

as well as:
- Wealth Management
- Life Insurance
- Annuities
- ISA's

Where to find us
Head office address: 39 Cromwell Road, Bristol, bs6 5hd
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Leaf Financial Advisers Ltd is entered on the FCA register under reference 944216.

Similar advisers near you

Restricted - whole of market 0.2 mi
I help people accomplish their financial goals through flexible, tailored, cost effective advice. I want to ensure the benefits of financial planning is available to all.
 
Restricted - whole of market 0.6 mi
Chartered financial advice, making wealth that works as hard as it is earned
 
Independent Financial Adviser 0.72 mi
Truly independent financial advice tailored to your needs.
 
Independent Financial Adviser 0.72 mi
Independent and Chartered Financial Planners providing bespoke advice too match an individuals requirements