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.
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
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.
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