For Professional Advisers Only
New Leaf Distribution Ltd is authorised and regulated by the Financial Conduct
Authority : FCA number 460421
Registered Office : 1st Floor, Princess Caroline House, 1 High Street, Southend on Sea, Essex, SS1 1JE.
Welcome to the New Leaf Family.
I started this business in 2004 with a passion for providing independent financial advice. I believe it is important that advisers value their independence and offer a full holistic service to their clients.
We have 250 advisers giving advice across all areas of the financial services sector. This includes residential mortgages, equity release, personal and business protection, pensions, investments and a full estate planning service.
We have a belief that if you are in this industry, you have the following viewpoint:
You are a business owner that happens to be in financial services.
This is a business that can make you wealthy and can provide you with many years of employment.
That's why we are called New Leaf, because we help all comers turn over a new leaf in their lives.
Once you are with us you can attend my blueprint day that will enable you to establish your game plan for the next 10 years.
Join New Leaf - the family business that has YOU at the centre of everything.
Owned and managed by the Hobbs Family, you are sure of a friendly welcome when you come to visit us.
To this day, our core principle, is to train new entrants into the industry. We truly take away the compliance and risk of your business so that you can take care of your clients first.
In 2017, we invested in the technology infrastructure used by our advisers by introducing the system 360 Lifecycle. Advisers now have tools that help them with managing prospects; interacting with clients securely; maintaining efficient compliance processes; letter writing and running marketing campaigns.
As a member of our network we offer training up to level 6, Chartered status. This includes weekly online sessions with guest speakers from within our group and the wider Industry. We are a recognised Learning Support Provider of the London Institute of Banking & Finance.
As a firm with a strong Christian foundation, we utilise our profits to support numerous charities such as Acres of Diamonds Shoeburyness Evangelical Church; The Connection at St Martin-in-the-Field; Southend Hospital; The Christian Bookshop; Family Mosaic and HARP (the homeless charity for Southend) to name a few.
Our motto for many years has been that advisers "should be with a network that knows your name."
Don't become just another number; join us and you won't regret it!
We are an Independent Financial Advisory Network
Best of breed systems that make writing business simple
Commissions & fees paid daily
We take on advisers with little or no experience
We help build your business and brand
Full Support including all systems and PI cover
Our Paraplanning team will undertake all aspects of research for each of your cases
All client facing reports will be carefully crafted for you
Enabling you to spend time building your business
A fantastic investment proposition, curated from the whole of the market which allows you to offer truly independent advice
With New Leaf, you will have have access to all product types
Sam is a senior manager working with Mark and Dan running the Network. He works closely with the IFA team and is responsible for New Leaf's Investment Strategy. Sam was instrumental in building the IFA infrastructure and setting up the Paraplanning team. He now delivers adviser training & induction courses.
Previously an Investment Banker in Wall Street, Alex brings a wealth of experience to the New Leaf team. Alex is in charge of the Investment division. This includes running the Paraplanning department which is a key part of the business. He also supervises IFAs in live meetings.
Access the whole of the market whilst benefiting
from our industry leading procuration fees
As a member of the PMS Diamond club, we can provide you with access
to new lenders before your competitors. We also have exclusive deals
so that your clients' get the very best products.
Chris has been with New Leaf from the start. He will help you with your mortgage cases and assist you with compliance. Chris also has a fantastic relationship with the lenders and can help you to place all manner of cases.
Working in various departments, Brad has participated in all areas of the business. In 2019 he was appointed the MLRO for New Leaf. Aside from his MLRO duties, he also manages the T&C Supervisors at New Leaf.
In addition to the PMS Diamond club we also have many exclusive
and direct-to-lender deals with mainstream lenders and
commercial finance providers
You can become a member of the National Association of Commercial Finance Brokers (NACFB)
Our advisers have access to the growing commercial finance sector.
You will have direct access.
Regulated & Non-Regulated Bridging
Commercial Loans
Development Finance Loans
Asset Finance Loans
Factoring & Cashflow Lending
If you are looking to enter the equity release
market then we have the perfect solution for you.
This is a growing area with endless
opportunities. The equity release market is due to
quadruple in the next few years.
New Leaf will assist you with all cases so that you
become competent in this area.
This is an opportunity that you shouldn't miss. You need
to ensure that you are with a firm that has an ethical and
client-centric approach.
New Leaf are members of the Equity Release Council so
your clients can be confident that they are dealing with a
reputable and ethical firm.
Get the best whole-of-market rates without
having to pass loaded premiums onto your clients
Pure protection
Business protection
Income Protection
Private Medical Insurance
General insurance
Tony brings a unique enthusiasm to the New Leaf team having personally worked with Mark for many years. His knowledge of the protection marketplace is unparalleled. He will help you maximise sales of protection and will support you with telephone and fieldbased training.
Josh oversees our back office administration and commissions system. He manages a team that deliver daily commission payruns, ensuring payments are made promptly. He also organises file checks to be distributed to the T&C Supervisors.
Technology should be one of your most valuable
allies and should seamlessly work with you and
never against you.
New Leaf has partnered with a state-of-the-art
platform for IFAs to use with their clients.
Parmenion's online functionality is multi-award
winning and proven over many years; business is
processed efficiently and accurately, enabling
IFA's to work with clients confidently and in a
more interactive way.
New Leaf has invested heavily in technology. 360
Lifecycle is the ultimate client management system
specifically developed for those within the financial
industry to put you in control of your business, data and
company processes.
New Leaf members all have free access to the training
programme to obtain DipFA ®. This enables you to become
an IFA
A unique 3-year course only available to New Leaf members
A level 6 qualification that can lead you to chartered status
We have helped thousands of individuals to achieve their
CeMAP ® qualification
Our course is enough to get you through the exams and is
delivered in a classroom setting with experienced trainers
Tina's friendliness and warmth is felt throughout the whole New Leaf family.
Tina will carefully explain the training and joining options. If interested in joining, she will likely invite you to our monthly Open Day, The Change Event.
Sarah has been with New Leaf since the business started. Sarah manages the staff and head office. She oversees all joiners and ensures that they are guided through the process and transition of becoming a New Leaf adviser.
You can call us Monday to Friday during normal
office hours:
01702 431130
www.newleafdistribution.co.uk
New Leaf Distribution Ltd
1st Floor
Princess Caroline House
1 High Street
Southend on Sea
Essex
SS1 1JE