Leaf Financial Advisers Ltd.

Description

Our clients like us for our friendly personable service, quick response to any query and financial advice explained in plain English.

We see clients in the comfort of their own home or over video chat.

We are Independent and Whole of Market advisers.

Leaf Financial Advisers Ltd are an experienced firm of Independent Financial Advisors based in Bristol and advising clients throughout the South West.

We are a completely independent company, which means we work for our clients interests, not those of a bank or insurance company.  We want to give our clients the best possible outcome; whether that’s the best pension provider, strongest performing fund manager or cheapest mortgage rate. We have the flexibility to access the market leaders for every facet of our advice.

We always put our customers first and their best interests are at the heart of what we do.  For example our flexible appointments, which include evenings and weekends, not just 9 – 5.  Because good advice fits around your schedule, not ours.

We appreciate that different people have different levels of financial awareness and we will always use plain English when dealing with clients, and cut out the unnecessary jargon and technical phrases. We explain things in a clear, simple and concise manner, which ensures that you fully understand our recommendations and advice.  We also keep things simple and transparent with our offer of fixed flat fees.

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