

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
No reviews yet - be the first to review this adviser or company
The following reviews are independent and not verified by Vetted Adviser.
Reviews from other sources
Financial Advice
We were super grateful for Andy's support in negotiating all that is involved in finding the right mortgage product and would recommend his services to friends and family. Thanks, Andy!

Laila Diallo
Reviewed on 2024-02-06 23:10:32Financial Advice
Andy was able to share his indepth knowledge regarding mortgages, inheritance and general financial questions. I will defo be returning to him once I am ready to buy and will most definitely be recommending him to my friends and family. Thanks again Andy ur brilliant ??

Talisha Morrison
Reviewed on 2024-02-06 23:10:32Pension Advice
Andy listened to my questions regarding my pension and explained clearly in a way I understood. He was very friendly and helpful, I will definitely be recommending him to my friends when they need pension advice.

LOUISE GODFREY
Reviewed on 2024-02-06 23:10:32Financial Advice
Great experience with Andy, best financial advice, advisor and mortgage broker in Bristol

callum archer
Reviewed on 2024-02-06 23:10:32Financial Advice
Andy was super helpful and explained everything very clearly with no jargon. Would highly recommend!

Zoe Mcelya
Reviewed on 2024-02-06 23:10:32Equity Release
After a considerable time wondering if Equity Release was OK, as advised by friends who took it a few years ago I selected Andy from a choice of 4 possible IFAs from the Equity Release Council, within a 10 mile radius of my home. Although not the closest, I liked the Leaf website, with an upfront fixed fee, good reviews and awards (including Most Trusted IFA) and his excellent response to my contact. Impressed that Andy (sensibly and ethically!) chose travel by train and foot to meetings at my home, also attended by my friends who, like me, were impressed by his assurance of no pressure, his knowledge, friendliness, clarification, confidentiality, and quick response to queries. Definitely made the right choice of IFA and would recommend to others.

Jill Herrett
Reviewed on 2024-02-06 23:10:32Financial Advice
Leaf has provided superb advice and support to our family. We're continually impressed by the insight, expertise, efficiency and sincerity - look no further for a Bristol financial adviser ??

Alasdair Harris
Reviewed on 2024-02-06 23:10:32Financial Advice
Have had dealings with Andy for nearly a year now and definitely no regrets. He is knowledgeable, approachable and efficient. I would have no hesitation in recommending him for all your financial needs.

Deborah Fowler
Reviewed on 2024-02-06 23:10:32Financial Advice
Highly recommended, had a very interesting meeting with Andy Rogers who explained to me how I could manage my financial situation, had a proper lecture on that which was very informative and clear. Thank you again Andy!

Marco Cascone
Reviewed on 2024-02-06 23:10:32Pension Advice
Excellent pension advice provided by Andy. Added benefit of receiving the advice in my own home.

Stevie McDougall
Reviewed on 2024-02-06 23:10:32No media uploaded.
No media uploaded.
No media uploaded.

Andrew Rogers
Adviser contact details
- 01173 823 823