

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.

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...

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...

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...

Mortgage advice
We believe that buying a home should be enjoyable and remortgaging should be straightforward.

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.

Accreditations
Insurances
Awaiting confirmation of PII

Latest Reviews
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The following reviews are independent and not verified by Vetted Adviser.
Reviews from other sources
Financial Advice
These guys were great, really helpful. Andy was really approachable and an excellent financial advisor. Definitely recommend

glyn powell
Reviewed on 2024-02-06 23:10:32Financial Advice
Amazing efficient professional financial advice !!

Chris Roach
Reviewed on 2024-02-06 23:10:32Financial Advice
Absolutely fantastic, Andy was available to help all the time and we have really appreciated everything he�s done to help us get our first home.

Parris Day
Reviewed on 2024-02-06 23:10:32Financial Advice
Excellent service from start to finish , I�ll definitely be in touch again !

Jason Spencer
Reviewed on 2024-02-06 23:10:32Financial Advice
Andy came round to our house (very convenient) and talked with us about our situation and how we might best use some spare income we have. Was really helpful and gave us good solid advice. Would recommend.

Warwick Everett-Rimmer
Reviewed on 2024-02-06 23:10:32Pension Advice
A very swift but thorough experience from Andy. His knowledge in financial planning and pensions is remarkable and he has certainly helped me to feel more secure about my future with his full support. Highly recommended.

Sue Bressington
Reviewed on 2024-02-06 23:10:32Financial Advice
Andy has been fantastic. Hes helped me and my partner secure our first mortgage and is always available to help at any time of the day and provide the best service always! 100% recommend.

seny janka
Reviewed on 2024-02-06 23:10:32Financial Advice
Andy was really helpful throughout the process, thanks so much!

Lara Graney
Reviewed on 2024-02-06 23:10:32Pension Advice
I have recently instructed Leaf Financial Advisors to arrange my new pension as well as look into borrowing options for the future. Andy has been brilliant, really personable and professional and has quickly managed to sort both, I look forward to working with him as my financial advisor going forward. A brilliant find and couldn�t recommend enough.

Hector Skevington-Postles
Reviewed on 2024-02-06 23:10:32Financial Advice
Great financial advice from Andy. He is on the ball.

Cl�mentine Guillon
Reviewed on 2024-02-06 23:10:32No media uploaded.
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Andrew Rogers
Adviser contact details
- 01173 823 823