Leaf Financial Advisers Ltd.
Financial Advisers, Mortgage Brokers and Consultants
39 Cromwell Road, Bristol, Bristol, BS6 5HD (Show me directions) Show Map
Monday to Friday: 09:00 to 18:30 , Saturday: 09:30 to 13:30 , Sunday: Closed
Profile
About Us
Leaf Financial Advisers Ltd is an experienced firm of Independent Financial Advisors based in Bristol and advises clients throughout the South West and across the UK.
Acting with trust and integrity and putting client interests first when looking after their money is integral to the firm's approach.
Offering a wide range of financial advice for business and personal needs. Including;
1. Retirement Planning - Helping you to plan and live your ideal retirement, perhaps retire early or enjoy a phased or flexible retirement.
2. Estate Planning - Helping you to reduce your Inheritance Tax liabilities, simplify things for your loved ones and protect your legacy for generations to come.
3. Investment Management - Helping you to build and manage an efficient investment portfolio to achieve your financial goals.
as well as:
- Wealth Management
- Mortgage Advice
- Financial Planning.
- Life Insurance.
- Pensions and Annuities
- ISA Advice.
Reviews
Leave a reviewRecommended Financial Advisor
Spoke to a few advisors before I went with Leaf Financial. Approaching Retirement and I needed someone who knew what they were doing to look through all my pension stuff and sort it out. Andy came to our house a couple of times and explained everything very clearly so we both understood (well mostly!). It's now all been sorted and I feel very relieved. Would definitely recommend!!