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
Equity Release
Andy is a very friendly guy who goes to great efforts to provide the best advice and information available. He advised me primarily on equity release but was also able to help with pensions. He is very knowledgeable and I shall definitely be using him in the future.
Sophie Tomlinson
Reviewed on 2024-02-06 23:10:32Financial Advice
Would highly recommend for any of your financial planning needs. Straightforward, effective, no nonsense advice
Clare Bickerstaff
Reviewed on 2024-02-06 23:10:32Financial Advice
I haven't met a financial advisor before and this was a really helpful meeting. Clear, friendly and not as confusing as I thought it would be. Andy is great
Helen trowsdale
Reviewed on 2024-02-06 23:10:32Financial Advice
Excellent Financial Advice and Service, from a very knowledgeable Friendly Advisor. Good Work.
Phil Jones
Reviewed on 2024-02-06 23:10:32Financial Advice
I found Andy�s financial services extremely helpful. From the preparing stage, planning and executing my ideas with realistic goals we will definitely be working with each other again in the future. Highly recommended
Darren Rodgers
Reviewed on 2024-02-06 23:10:32Financial Advice
Andy has been brilliant and really supportive throughout the whole process. We would definitely recommend.
Chris Jackson
Reviewed on 2024-02-06 23:10:32Financial Advice
Andy was excellent, very responsive, remarkably efficient and very knowledgeable with my partner being a locum doctor. Would definitely recommend. We have successfully bought our first house with his help.
Harry Jenner
Reviewed on 2024-02-06 23:10:32Financial Advice
Me and my husband contacted Andy at the beginning of January to put a financial plan in place as we recently opened our own business. From the very first meeting he has been nothing but extremely helpful and able to explain things in a clear and simple way. With his extended knowledge and expertise, he helped us putting everything in place in just few months and understanding what the best way forward his. Absolutely great service and a very nice person to work with!
Francesca De Santis
Reviewed on 2024-02-06 23:10:32Pension Advice
Andy has been extremely helpful regarding guidance on pension advice. This has helped me to make an informed decision about options open to me. I've appreciated that he also works outside of normal office hours. Good too talk with someone who has real enthusiasm for, and love of their line of work.
Wendy Yeo
Reviewed on 2024-02-06 23:10:32Pension Advice
I can highly recommend Andy Rogers from Leaf Financial advisors. Andy takes time to fully understand your financial position and your aims and objectives. He has provided us with skilled financial support for pensions, mortgages, savings and life insurance. He produces comprehensive reports and explains everything in an accessible way. For the first time I feel like I understand our finances! Andy has helped our young adult children with their mortgages too. He is professional, approachable with excellent communication. We are so grateful for his expert guidance and financial management.
Gerry Bates
Reviewed on 2024-02-06 23:10:32No media uploaded.
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Andrew Rogers
Adviser contact details
- 01173 823 823