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
100% recommended leaf financial advisers, Andy has helped us from start to finish. Always on the end of the phone when we needed help or had any questions. He has helped us with getting a mortgage. As a first time buyer we didn�t have a clue. But Andy was clear and direct with everything. Look forward to working with him in the future.
Natalie Long
Reviewed on 2024-02-06 23:10:32Financial Advice
Andy has gone above and beyond to help me with my complicated property issues. He's always been quick to respond and patience to explain the ins and outs of all my mortgage issues. Highly recommend
Rod David
Reviewed on 2024-02-06 23:10:32Pension Advice
Andy was great! He answered all the questions we had about mortgages, and offered some great advice on pension, investment and forming a limited company that we hadn't even considered but will now be putting into action. Would definitely recommend.
Adam Newton
Reviewed on 2024-02-06 23:10:32Financial Advice
Knowledgable, friendly and super quick. We are really happy with the final recommendations too.
Julie W
Reviewed on 2024-02-06 23:10:32Pension Advice
I�ve been really pleased with the financial advice Andy has provided. Leaf Financial Advisers have been clear, concise and friendly. Andy has helped me make sense of the options relating to my pension and investments. He talked me through what was available and explained all the jargon I would definitely recommend Andy and Leaf Financial Advisers to anyone who would like to understand and manage their finances better. Thanks again Andy!
Ames
Reviewed on 2024-02-06 23:10:32Financial Advice
Andy has been incredibly helpful, advising us every step of the way to secure the best mortgage deal possible for us. Many thanks Andy for your service!
Luke Foster
Reviewed on 2024-02-06 23:10:32Pension Advice
Contacted the company for the first time and spoke to Andy who gave me what I needed to know in easy to understand terms about a Pension I had forgotten about, would definitely recommend this company.
DAVE BALLANTYNE
Reviewed on 2024-02-06 23:10:32Financial Advice
Fantastic broker and also acts as financial advisor. Andy will go above and beyond to get you the best deal and is always available to give advice. I was recommended Andy from a colleague and to be honest I can�t imagine using anyone else now
Harry Brock
Reviewed on 2024-02-06 23:10:32Financial Advice
Great independent advice and a problem solving approach.
Stephen Wheeler
Reviewed on 2024-02-06 23:10:32Financial Advice
Great friendly financial advisor, who answers any and all questions thoroughly
Harrison Turner
Reviewed on 2024-02-06 23:10:32No media uploaded.
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Andrew Rogers
Adviser contact details
- 01173 823 823