Everybody deserves quality financial advice delivered at a reasonable cost and given in plain English.
We can help you find the right path, understand your future and help you with the next steps.
Leaf Financial Advisers are an Independent Financial Adviser firm based in Bristol and serving the entire UK.
Our services include Pension Advice, Financial & Retirement Planning, Investments & ISA’s, Mortgages, Equity Release and Insurance.
We deliver high-quality financial advice, are fully regulated, and offer a transparent pricing policy and a free consultation to discuss your needs.
We deliver advice by phone, video chat, or in-person face-to-face. Please get in touch to see how we may be able to help you.
We aim to simplify financial advice– because life is complicated enough.
Services
Pensions
Few things in life will be more important than your pension. We can help with pensions and wider retirement planning to make sure you get the most out of your pensions and retirement.
Checked on
06.02.2024
Ethical Investing
Many of us already make choices in our lives to be more ethical, sustainable and green. From recycling to using less energy to walking instead of driving. However, many of us are missing out on the biggest impact we can have on the world – through our investments and pensions. Most people’s pensions and investments and invested in a wide range of companies, including some of the biggest oil, gas, arms, tobacco and banking. But you can take back control of your pensions and investments and ma...
Checked on
06.02.2024
Financial Planning
Professional Independent Financial Planning helps you achieve your lifetime goals whilst maintaining your desired lifestyle for both you and your loved ones. By being in control of your life and your finances it enables you to do so without fear of ever running out of money, no matter what happens. Tangible benefits of financial planning include retiring years earlier than imagined, passing on estates to loved ones with a lower tax burden than was thought possible and managing long-term inve...
Checked on
06.02.2024
Investment Advice
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 t...
Checked on
06.02.2024
Mortgage advice
We believe that buying a home should be enjoyable and remortgaging should be straightforward.
Checked on
06.02.2024
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.
Checked on
06.02.2024
Accreditations
Chartered Institute For Securities and Investment
Checked on
30.01.2024
Mr Rogers is a chartered MCSI
Financial Conduct Authority
Checked on
30.01.2024
Mr Rogers is approved and certified by the FCA
Insurances
Awaiting confirmation of PII
Verified Reviews
Latest Reviews
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The following reviews are independent and not verified by Vetted Adviser.
Reviews from other sources
Financial Advice
A very helpful and honest approach to financial money matters with clear advise with financial planning, I would highly recommend getting in touch and having a chat if your looking for straight answers.
alex baynes
Reviewed on 2024-02-06 23:10:32Financial Advice
My advisor Andy was very friendly and explained things clearly. He helped me get an excellent deal on my mortgage. I would highly recommend.
John Smith
Reviewed on 2024-02-06 23:10:32Financial Advice
Customer service and advice was spot on, super helpful and always just a call away if needed, definitely will be using this service again, this took a stressful time for us and made it a whole lot easier!
Chelsea Clements
Reviewed on 2024-02-06 23:10:32Pension Advice
Me and my partner needed help from a mortgage broker when buying our first home together and luckily found Andy at Leaf Financial Advisers who was excellent. My circumstances as a locum junior doctor had made the process quite complicated but Andy helped us navigate this smoothly. He explained everything clearly, he was always honest and quick to respond via phone/email if we had any questions. My partner is planning on going back to Andy as a pension advisor and I will be using the company for independent financial advice in the future. Highly recommend.
Keiran Dudden
Reviewed on 2024-02-06 23:10:32Financial Advice
I looked at a few independent financial advisors before I chose Leaf Financial Advisers. I needed some financial planning and also some investment advice. The service was excellent, I had a lot of questions and concerns as I'd never had financial advice before, but they were great and I got most of my late night emails answered almost straight away. I'm recommending them to my friends and family.
Maeve Dorrian
Reviewed on 2024-02-06 23:10:32Financial Advice
Leaf Financial Advisors Ltd. I would very highly recommend Andy Rogers, he has helped us in a highly professional manner, making us feel comfortable in explaining every step of the way and answers to any queries we have in a timely manner. The transaction of his professional ability has taken away the stress & worry that I would have normally endured. I will definitely use this company for any future financial advice at the affordable fees they charge for their services.
Catherine Owen
Reviewed on 2024-02-06 23:10:32Financial Advice
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Beckyg Smart
Reviewed on 2024-02-06 23:10:32Pension Advice
Got some great financual advice on my pension drawdown and some extra investment advice. Andy was very helpful and explained everything nice and clearly to make sure I understood, even if it took a few goes! Even answered messages I sent at the weekend. Great IFA, would recommend.
Brian dorrian
Reviewed on 2024-02-06 23:10:32Financial Advice
Can�t thank Andy enough for his persistent and positive help getting us our first mortgage. Although we thought nobody would be able to help - Andy was dedicated and could not have been more helpful throughout the process! Will definitely be returning for financial advice in the future.
phoebe searle
Reviewed on 2024-02-06 23:10:32Financial Advice
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Stephen Pursey
Reviewed on 2024-02-06 23:10:32No media uploaded.
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Andrew Rogers
Adviser contact details
- 01173 823 823