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
I had some great financial advice from Leaf IFA. Needed some help with investments after I got a big inheritance, but didn't want to do anything too complicated or expensive. They were friendly, helpful and everything was explained in words I could understand. Also replied to my emails in the evenings and at the weekend! Would recommend.
Craig Grove
Reviewed on 2024-02-06 23:10:32Pension Advice
I�m really pleased with the financial advice I had from Andy at Leaf Financial Advisers. He was very clear, concise and friendly. I needed financial advice about my pension and investments, and he talked me through all my options, making sure I was not overwhelmed by all the technical jargon! I would definitely recommend Leaf Financial Advisers to anyone needing financial advice.
Fran Lewis
Reviewed on 2024-02-06 23:10:32Financial Advice
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Mike Nilson
Reviewed on 2024-02-06 23:10:32Pension Advice
I highly recommend Andy Rogers if you are looking for an independent financial advisor. Great service. Sorted out a buy to let remortgage very quickly for me and at no cost to myself; really flexible appointment times incl evenings and weekends. (All without the need for face to face meetings re covid). Threw in some great tips to start me think about retirement / pension planning etc. Found the business via the unbiased website rather than a recommendation so wasn�t sure what to expect but I would definitely use Andy again.
Bee B
Reviewed on 2024-02-06 23:10:32Financial Advice
Very pleased with the support I received. Communication was excellent, and Andy answered all my questions with a straightforward and concise approach. Buying our first home has been made so easy with his support, and I couldn�t recommended his mortgage advisory services enough.
Ryan Bates
Reviewed on 2024-02-06 23:10:32Pension Advice
Very helpful pension advice from Andy
David Juniper
Reviewed on 2024-02-06 23:10:32Financial Advice
Andy was very helpful in helping get a mortgage. Super easy to get in contact with and he always kept us updated on the progress & if anything changed! Would highly recommend.
Liam Davies
Reviewed on 2024-02-06 23:10:32Pension Advice
My husband and I highly recommend Leaf Financial Advisers. We�re extremely impressed with the financial advice we received. Andy took the time to fully understand our complex circumstances and provide us with our options from mortgage to pension advice.
Kirsty Head
Reviewed on 2024-02-06 23:10:32Financial Advice
I approached Andrew for some advice on tax advice in relation to my self assessment. He was very professional and helpful. I would recommend Leaf Financial Advisers Ltd.
Marian Cushnan
Reviewed on 2024-02-06 23:10:32Financial Advice
Excellent financial advice
Helen Kirkaldie
Reviewed on 2024-02-06 23:10:32No media uploaded.
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Andrew Rogers
Adviser contact details
- 01173 823 823