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Leaf Financial Advisers Ltd.

Leaf Financial Advisers Ltd.

5.0(110 reviews)See reviews ↓·Bristol

What customers say

Based on genuine customer reviews

Leaf Financial Advisers Ltd. attracts consistent praise, with Andy Rogers named repeatedly across accounts as the adviser behind much of the positive feedback. A handful of customers describe how thoroughly he takes the time to understand their circumstances, whether the task is consolidating pensions, planning retirement, securing a first mortgage or arranging equity release. Reviewers repeatedly highlight the clarity of his explanations, noting that complex subjects such as pension schemes, risk tolerance and ethical investing are set out in plain, non-technical language, and that fees and options are stated upfront without pressure to buy particular products.

Clients value speaking with their adviser rather than a large, impersonal firm, and mention rapid responses, punctuality and the groundwork behind the desired outcome. Pension and mortgage casework features across many accounts, including a first home purchase where a favourable deal was found quickly, and an equity release arrangement handled competently. Friendliness, professionalism and a personable manner run through the feedback, as does his patience with questions both before and after decisions are made. Being kept informed throughout, even where a case demanded considerable effort behind the scenes, is another theme.

Insurance brokerInvestment serviceLife Insurance AgencyMortgage brokerPension office

Reviews

Reviews are taken from publicly available sources.

NF
Nick Finill8 May 2026

Andy has been an excellent mortgage advisor to us as first time buyers, offering valuable insights into the house buying process and helping us find the right mortgage. We felt he was on our side and always willing to answer our questions and help us navigate a difficult mortgage market

DK
Dave Kimber31 March 2026

Andy was super helpful and covered everything we wanted to know without overwhelming us with detail or jargon. I feel a lot more confident that I'm making the correct choices in planning for my future.

MN
Matt Nicholson19 March 2026

I used Andy to advise on an equity release mortgage, and he proved very competent and explained everything clearly.

KH
Kate Hewings3 March 2026

I was very impressed! Andy took the time to talk through my options in a clear and professional manner. I was especially interested in ethical investing which he was able to explain clearly. At the end of our discussion I had a much clearer idea of the way forward and am pleased to have chosen his company.

TW
Tracey Walker2 February 2026

I was seeking advice in respect of consolidating my pensions and decided to instruct Andy having spoken to him for an initial consultation. It was immediately clear that Andy knows his stuff & he was very clear in what he could offer & his fees. I like the fact that he is not part of a large faceless organisation and that I will be able to contact him directly with any queries . Would certainly recommend him.

B
Benjamin23 December 2025

Update Dec '25: After great financial advice previously I came back to Andy to help me secure a mortgage on my first home. He's done a fantastic job of demystifying the whole process and quickly found me a great deal. Always rapid to respond and a clear, concise communicator. Original review Jan '24: Andy provided clear and pointed advise in the initial consultation I had with him. Would recommend to anyone looking for an honest advisor that will listen to what you are looking for and then offer you advice on exactly that.

NW
Neil Wooding15 October 2025

Had the pleasure of engaging with Leaf Financial Advisors over the past few weeks and already very happy with the progress made in improving my financial planning for the future. Pleasant and very experienced with a huge knowledge - but spoken in a non-technical manner.

Financial advisers in Bristol compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 9 businesses in this category in Bristol are compared.

RankProviderRatingReviewsOpen Sat.
1Frazer James Financial Advisers★ 5,0143No
2Leaf Financial Advisers Ltd. (this page)★ 5,0110Yes
3Ellis Davies Financial Planning Ltd★ 5,050No
4Perennial Wealth★ 5,050No
5Ifamax Wealth Management Bristol★ 5,049No
Contact
+441173823823www.leafifa.co.uk39 Cromwell Rd, St Andrew's, Bristol BS6 5HD
Working hours
Monday09:00–18:30
Tuesday09:00–18:30
Wednesday09:00–18:30
Thursday09:00–18:30
Friday09:00–18:30
Saturday09:30–13:30
SundayClosed