Testimonials

 

Good morning Mark

Just wanted to say "thank you" for your time yesterday, I found it absolutely invaluable & inspiring & well worth the 300 mile round trip. You and New Leaf have changed my life & that of my family. I have been able to set up & establish my own company and now following your inspirational Blue print day I'm ready to pass through the gateway to even greater success.

Kind regards

Sue Stanyard Dip PFS

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To all at Newleaf

I wanted to thank you for the training and support I received during my study of the CeMap 1,2 & 3 course. The fact I could study around my current job meant I was able to pass within a sensible time frame and feel confident when I walked in to the exam room. The study material seemed daunting at first but learning with a group helped no end. The class was a comfortable size with a great selection of people (some of which I am still in contact with), the various people that delivered the course, all had their own style making it both entertaining and engaging.

Anyone that expresses interest in their CeMap I will point them in the direction of you guys!

All the best

Paul Taylor CeMAP

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John

The SPS Training Programme offered by New Leaf is without doubt one of the best methods I know of obtaining the relevant CPD that we advisers require to remain legal and regulated.

For old in the tooth IFA's such as myself who have been in the Industry for 30 years, it is an invaluable tool in acting as an "Aide Memoire" being delivered by "The Best" trainer in our Industry. For those of you like me who require face to face teaching and real time interaction with my Tutor, then this opportunity to achieve Diploma and SPS success is the only option for you and is outstanding in its value. I heartily commend John Band and New Leaf to you all

WKR

Mark

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Dear Yvette

Congratulations to you on passing CeMAP 1.

I am very pleased to inform you that I am now in receipt of course material for CeMap2/3 and here is the outcome of my recent exam.

Exam date: 16 November 2016
Result: Unit 1 Merit Pass - Unit 2 Pass

I personally had reservations about the timeframe in which I had to learn and sit the exam prior to the November deadline. Like anything in life, you only get out what you put in. With the aid of Phil Dockerill, our trainer at the University of Westminster in London, who's wealth of knowledge and experience I believe was an absolute asset, the deadline was met and objective achieved. I hope to improve on my results for the next stage of CeMAP and look forward to the December training sessions with Phil.

I hope that everyone who attended our class was successful in their exams and are able to progress to the next stage.

Kind regards

Paul

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Hi Yvette

Having never worked in the financial sector during my career I found this course interesting, well taught and engaging. The fact I passed I think is testament to New Leaf's professionalism and expertise in their field. The staff are friendly and willing to help.

Thank you.

J Wilkinson

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Hiya Mark

I hope you are well.

I wanted to share my testimonial for Sam's top tips with you all really.

I wanted to let you and the team know how I appreciated Sam's Will Writing Course and I am sure the other members would agree.
I thoroughly enjoyed the 3 days of learning due to his ability to convey and relay the main crux of Will Writing.
His structure, knowledge, clear explanations and interaction with us all was very well absorbed, remembered, and affective.
He made simple a very complex system.
We had fun, yet the depth of his training I felt was more than enough without over complicating, to start us off immediately as professional Will Writers with confidence.
A really well all-round formulated and presented 3 days.
I cannot thank Sam enough for his support, extensive knowledge and great training.

So thanks guys from me. Your efforts are not missed.

Kind Regards
Vanessa Deen

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Hi Sarah

I was looking to change career after spending 6 years in the Education sector as a Secondary School teacher. I have always had an interest in finance after studying Chemistry with option modules in Economics but decided not to peruse at the time. I decided last year that I was going to retrain in the hope to become a financial advisor and started to look for training providers to help me pass DipFA and I decided to go with New Leaf as they seemed the most professional and helpful when I spoke to them with a good structured approach to the training programme, so good that I was willing to travel from Northumberland to Southend to undertake the training.

On the first day of training I was not disappointed. The trainer, John, was excellent and delivered content with clarity and pace that allowed me to make outstanding progress considering I am new to the finance sector. His knowledge of the content is first class and always questioned the class to check for understanding and iron out misconceptions. As qualified teacher I can honestly say he is an outstanding practitioner!

I sat FSRE and AFA and passed first time which I would not have done without the help of John and the team at New Leaf and I owe a debt of gratitude to him for helping me change my life by perusing a new career. In fact I am that confident in New Leaf in their training and development that I would like to continue to work with them in the hope that I will become a full IFA!

Thanks!

Chris

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Hi Sarah,

New Leaf offered excellent advice and guidance throughout my completion of the DipFA course. The training, equally suited to an experienced individual or a novice new to the industry like myself was expertly delivered in and vital in my completion of the course. I would highly recommend anyone undertaking the DipFA course regardless of their knowledge level to undertake the training course and I will almost certainly be undertaking further training courses with New Leaf in the future.

Kind Regards

Cormac

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Hi Sarah,

There is no doubt that NewLeaf are amazing at what they do, without NewLeaf, I know I couldn't of got through the DipFA qualification! The training team are so kind and welcoming it instantly put me at ease the moment I walked through the door. John Band is a true asset to the training team, he is so patient and his unique training style is easy to follow and understand - thank you John and NewLeaf for getting me through the 3 exams! I promise to be back for the Chartered paper, but for now, forgive me for wanting a break from the study books! He he...

Sarah, I really can't thank John enough for all his help, he is a LEGEND!! Please pass him my love and best wishes! Xx

Kind Regards

Lorraine Muldoon. CeMAP

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Dear Tina,

I would like to say a very big thank you to yourself, Mark and Daniel, as well as all the other members of your team for the very warm welcome you all gave me last week into the New Leaf family!!

I had only heard good things of New Leaf prior to applying for the Will writing course, after having spoken to several of your Appointed Representatives, but you always have reservations until you are able to experience for yourself.

I must admit that after having spoken to you initially when I first enquired about the course, and the long telephone conversations I subsequently had with Mark and Daniel, I felt happy that New Leaf would be a good choice.

Having attended the course last week I am completely reassured that my choice was correct. You were all very welcoming, and nothing was too much trouble.

The actual course was both relaxed yet extremely informative. The knowledge of Alan together with the many illustrative experiences he shared with us was of great help. The motivational talk by Mark was wonderful. I only wish I had heard it well before now. I was also very impressed with the extra day of coaching given by Theresa. The experience she has gained in the last 12 months starting her business will undoubtedly be of great benefit to me.

I must admit the whole course was very uplifting, mainly due the enthusiasm of the whole team. Everybody in your office seemed enthusiastic and happy, which is a very good sign.

I have spoken to an accountant with regard to running the business as a limited company, which is the way I am hoping to go. I have yet to decide on the name, and will need to sort out a website/letterheads/logo and business cards. I will confirm with Daniel that he is happy with them in due course. Hopefully I will be up and running early January.

I am very much looking forward to working with you all.

Once again a big thank you!!
With very best wishes

Gerard O'Halloran

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Hi John,

Many thanks for the information provided yesterday which is extremely beneficial to myself. I thought it was an excellent course on a area we all require more knowledge.

regards

Martin


Hi Martin

it is always nice when someone takes the time to comment on the course they have attended. A lot of work goes into making sure the information I provide is clear, up to date and accurate

I am glad you enjoyed and I hope it creates more opportunities for you and gives you confidence to deal with enquiries in this area

Speak soon

John

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Good morning Mark

I have just received my Pass result.

I can categorically state that I would not have achieved this without the Course and guidance I received from John Band.

Happy Christmas to you and all your staff.

Regards

Richard Martinger

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Hi Tina

I am pleased to let you know that I passed the IFS fact find exam on 6th September with 90/150 which means that I am able to apply for my Statement of Professional standing.

I have continued my membership of the IFS and will speak with you in due course about maintaining the CPD through IFS.

Please express my sincere thanks to John and Phil, without their help I would not have passed, and thank you, Sarah and everyone at New Leaf for your kindness and help, it was a pleasure to study at southend.

with best regards

Peter Neal
Peter Neal Pensions

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

I just wanted to send a quick letter of appreciation for the training I received by New Leaf.

John Band was well informed with the examiners remit and what he was looking for, his experience of the subject matter was very good and his knowledge on the topics was excellent.

After the training I received, I achieved a pass mark of 70% and have no shame in admitting that this would have most likely been a fail without taking this course.

I will definitely be using John in the future and am happy to recommend him to anyone who needs his services.

Kind Regards

James Storey
IFA PARTNER
Pennymatters Ltd

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Hi Mark

Re John Band

I would like to express my sincerest thanks to John Band for supporting me through the Dip FA examination. John's excellent communication skills coupled with his patience, good nature and exceptional grasp of the examination syllabus were all invaluable in helping me achieve success in this exam.

I am very grateful to John!

Kind regards,
James

James Inman BA (Hons) DipFA CeMAP
Independent Financial Adviser
Lorica Employee Benefits

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Hi John

Sorry to have missed you 2 weeks ago due to being on annual leave. It was great to return this morning to learn that everyone has passed the Course Work Assignment.

Very many thanks for all your hard work with our people ensuring that they have been expertly prepared for both elements of the AFA part of Diploma - your support has been invaluable.

Best wishes for the future and hopefully we will see you again at the Northern some time in the future.

Keep busy with RDR.

Regards

Wallace
Northern Bank Ltd, Regulatory Risk

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Hi John & Mark

I write to advise you that we are very happy to let you know that of the 11 Advisers who sat the recent examinations, I can report a 100% pass rate.

To say that we are pleased is an understatement.

Whilst I acknowledge the hard work undertaken by all the Advisers who took the exams, I must say that the help and advice given by John Band during the courses run at our office was invaluable.

I really think that the courses that John ran were crucial to the overall positive result.

After looking at the options available for Advisers to achieve Level 4 qualifications, I can say that I can fully endorse the Dipfa route.

Regards

Janette John
Compliance Officer & Partner

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Dear Tina

I wanted to email you as I have just completed part 2 of DIP FA, last week. I have used Newleaf on 3 occasions, for CeFA 2 years ago and for FSRE and AFA. I am so pleased with the way the course was set out and run and cant compliment John Band enough. The way John explains things and nothing is too much trouble. Please feel free to use me as a testimonial and I look forward to seeing you for Part 3 in July.

Regards

Rob Winter CeFA CertCII
Independent Financial Adviser
Sigma Asset Management Ltd

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Hello John/Mark

Just checked my final result for Diploma.

I have passed and now have reached Level 4, I would like to thank you very much for all your help, as your training was the best I have received in the industry.

I have 20 years in this industry and John, as a trainer, is first class and the best I have encountered. I would have no hesitation in recommending New Leaf to fellow IFA's trying to reach Diploma Level.

Any information you have on the CPD requirements for the future would be greatly appreciated.

I will see you at some time in the new year when I attend one of the Newleaf courses.

All the best,

Peter
Positive Solutions (Financial Services) Ltd

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

I wish to express my gratitude, to all at New Leaf, particularly John Band for last weeks course.

Naturally, I am hugely pleased to have passed the 2 exams, and look forward to completing the computer based training 15/ 16 April.

Please forward to John, who I felt delivered one of the most dynamic, intensive, and totally relevant training courses I have ever attended. A likeable, personable, and highly knowledgeable man, who must accept some of the credit in view of me passing.

Also, he was easy going, and more than supportive in terms of clarifying and answering specific questions i kept posing, about my ideas to set up business.

Finally, my I ask he emails me with the scores on each exam, and any areas i need to refresh on.

A separate email confirming that i passed, and what the qualification is would be helpful, so i can forward to any prospective interviews, (and i have several firms lined up).

Many thanks

Matthew Lee

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Hi Mark

A massive thank you for a wonderful course, genuinely the best I have been on in the last 25 years.

I would appreciate if you could send me a copy of the widows pack, and look forward to working with you in future.

Regards,

Jeremy.

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Hi,

Just to let you know I passed my equity release today:

42/50=merit for first part and
29/30=distinction for case studies.

Many thanks to John Band and to you all for your continued support.

Will do my CeMAP 2/3 next week and hope to pass those too.

Best Regards

Aamir

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Good morning Mark,

As you know , I attended the first Will course a couple of weeks ago with the view of adding another string to the bow.

Well in the first 2 weeks after the course I have now written 10 Wills. The money is nice (when isn't it!?) however I am sure that without me being able to offer this service I would never have got in front of 8 of these people.!...........

As i see it , it has given me a great opportunity of developing that relationship and build confidence with clients I would not have had. Furthermore at least 2 and possibly 3 are going to lead to some protection business over the next month.

So I look forward to the future add-ons like Power of Attorney..January would be nice !

Kind Regards

Mark Sharratt

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Hi Marcel,

Just wanted to let you know that I passed CeMAP 1 today. I got distinctions in both units (49/50 and 48/50 respectively), so I am very happy indeed!

Looking forward to getting started on Modules 2 and 3 now.

Thanks a lot for your help so far, and see you on the 26th!

Best regards,

Thorsten Fibelkorn

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

To Phil and Mark,

I just wanted to thank you both for all your help and support through CeMap 2 and 3. I feel that you both helped me to start my life again!

Not only did you extend yourselves in every way possible, you showed me I can even start my own business!!

Look forward to working with you all in 2008!

Eternally grateful,

Amie

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Just a quick note to wish all of you a Merry Christmas and a very Happy New Year.

Many thanks to Mark and Chris for believing in me as a successful (stubborn) Mortgage Broker; Kim and Tony for being patient; Sarah and Tina for being hyper even when the weather is grey and dull and Jenny for being able to cope with all of us. Thanks for all your help and support. That was the most challenging year I have ever had in my life and you are the best team I could ever work with.

To all brokers: it was a great pleasure to meet all of you and be part of the team, I am really looking forward to working together next year. Sue and Sherrill: many thanks for you help.

All the best to everyone

Merry Christmas and Happy New Year!

P.S. On the way to Gatwick now and flying tomorrow (weather permitting) to Florida. Will be thinking of you non-stop (of course I will!!) when I am sunning myself on the beach with a glass of wine in my hand :-)

Lina Bourdon

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

Dear Mark/Chris/Sarah/Tina,
Thank goodness I've got through those exams - I've been a nervous wreck! Please do thank John for all his hard efforts with me - his patience paid off as I passed Module 2 with 2 passes: 1 merit and 1 distinction. I passed Module 3 too with a merit. Would never have done it without him helping me during breakfast and indeed at every other time I bothered him!!!

Now the fun begins eh! Hope you are all well and not working too hard! See you soon during 'Stepping Stones'.

Kind regards, Karen Player

If this story has motivated you to become a mortgage, protection or financial adviser, or a Will Writer, please contact Mark and his team on 01702 431130 or email us today.

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