Leaf Financial Advisers Ltd is an experienced firm of Independent Financial Advisors based in St Andrews, Bristol. We advise 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.
We can also help with:
– Wealth Management
– Mortgage Advice
– Financial Planning.
– Life Insurance.
– Pensions and Annuities
– ISA Advice.
Leaf Financial Advisers Ltd is entered on the FCA register under reference 944216.
Leaf Financial Advisers Ltd is an appointed representative of Julian Harris Financial Consultants Ltd, which is authorised and regulated by the Financial Conduct Authority.
Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
Please note that some mortgages such as commercial BTLs are not regulated by the FCA.
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.
Tax treatment is based on individual’s unique circumstances.