The Change Event™
Join New Leaf – the family business that has YOU at the centre of everything.
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What We Offer
Independently Owned
Privately owned, fully independent national IFA/mortgage network.
Mortgage Research Tools
360.net and Twenty7tec for mortgage research.
Protection Research Tools
Ipipeline, UnderwriteMe and Solution Builder for protection research.
Market Leading Tech Stack
The best Tech stack in the business, including Intelligent Office and Dynamic Planner.
Simple Monthly Fee Structure
One monthly fee and agreed override. PII included as standard.
Fees and Levies Included
All FCA, FSCS and FOS fees and levies included as standard.
Full Advice Guarantee
We stand behind our advice, with a satisfaction guarantee.
Paraplanning Support Included
Full paraplanning and research for our IFA team included.
Licences for all areas of business:
- General insurance
- Pure protection
- Residential mortgages
- Buy to let
- Equity release
- Sharia compliant mortgages
- Full commercial mortgage panel
- Asset Finance
- Bridging
- Second charges
- Investments
- Pensions
- Pension switches
Training & Development
We train all our members in CeMAP, DipFA, and chartered and this training is all included within the annual membership.
We do not train the public anymore – only our own members benefit from our academic training.
Our trophy achievers together at the Annual Conference.