Almost half of our advisors within the New Leaf family are women - which completely bucks the trend in our male dominated industry.
Our team of female advisors run their own businesses - we look after their business development - supervision and regulation.
We deal with the PII and the FCA, all compliance and even paraplanning are all included.
We make certain that our ladies can concentrate on the things that really matter to them... like writing business and earning a superb income and creating a true legacy for themselves and their families.
If you are looking for a new home - male or female and would like to be welcomed into a true family business - contact us today - We will not fail you.
Nadine Monks is a mum of 3, Military spouse and director of Forces Family Finance. She has a career in financial services spanning back 22 years and set up her own company with New Leaf in 2015. Her team has since grown to 5 members comprising of both advisers and admin staff in a quirky office based in a Napoleonic Fort in Kent. Her aspiration to grow continues alongside developing her licence to cover other areas of financial services.
Prior to working as a Will Writer, I was a qualified solicitor with over 17 years' experience in private practice in the area of Commercial Property. I moved from London to Berkshire in 2004 with my family, where I continued my legal career for 8 years. After a break from the law, I started working closely with a friend who owned a Will Writing business, Langdale Wills. When she decided to move to Canada, I took the opportunity to continue the business, Langdale Wills and with my legal background, it seemed a logical next step. I am both a member of New Leaf and also the Society of Will Writers and specialise in Will Writing and Lasting Powers of Attorney. I run my business from home and either meet people at their own homes or, at the moment, via Zoom, which gives me the flexibility to fit in around moving schedules. Please get in touch if I can help you to plan for your future and give you some peace of mind.
My company was set up because I wanted to be able to break down some of the barriers that exist in the financial world in getting easy to understand financial plans out there, to the man/woman on the street-like me when I started..
I have 20 years of advice giving experience and have high ethics due to my legal/charity sector experience, and guess what? I actually like people! I bring a fresh approach to the stuffy corporate suits people are used to seeing in this sector, making Independent Financial Advice more of a reality for more people.I work with you to pinpoint issues that are important to you, whilst giving clear jargon free Independent financial advice without corporate buzzwords. I promise, that you will never hear me say "Emoluments" "Decumulation" or "IPO"-and if I do, I will pay you £20!
I am honest and determined. I believe I go the extra mile for my clients as I would do for my friends and family, so you will feel safe that you are receiving a personal yet professional service.
Cruze Financial Solutions was founded in 2019 by Independent Financial Adviser, Sarah Drakard. We are based in Watford and St Albans and help clients across Hertfordshire, North and West London, Middlesex and beyond. We truly believe that financial advice should be accessible at all and provide a huge range of services to help you with all your financial needs in one place..
My name is Sian I LOVE being a mortgage adviser and running my own business. I set up my Mortgage Mind October 2020 as there was an opportunity for me to join New Leaf and learn how to grow my own business. Before joining New leaf I had completed a degree in Early Childhood education and served over 10 years in the Early Years sector, I went on to a career change in search of higher earnings and went to work for a financial planning firm, where I became qualified and decided I could offer a more contemporary service to my clients if I set up my own business.
Today I continue to grow my business, learning something new every day. In the next couple of months I will be taking on my first member of staff as the volume of business is growing rapidly, which I am very excited about. Being part of the New Leaf family has given me a much deeper understanding of the importance of self development and continually growing your knowledge.
Brought up in a Newsagent shop in Great Barr Birmingham, I left King Edwards Grammar School at 16 & undertook a business apprenticeship with a large wholesaling firm, which gave me a good background in business and accountancy. Later on when I married we ran various businesses ranging from a fish & chip shop to a haulage business. So I've always had a background in business.
Now based nr Appleby in Cumbria I've been working in financial services since 2001 either as a qualified financial planner, paraplanner or currently as a mortgage and protection adviser working remotely for Fordham Regulated Services LTD looking after clients all over the UK. I'm also a member of STEP and enjoy writing Wills and working with James on clients' estate planning. I'd hope I offer a second to none personal service to clients.
In my spare time I enjoy my faith, the beautiful countryside I live in, and my football team Aston Villa!
After being brought into the business by my family, I was determined to become a financial advisor myself continuing my family's business Deen Financial Services which was established in 1988. Since then, I have strived to help each client achieve a sense of financial clarity and freedom. I pride myself on helping people in need and finding tailored solutions to match our clients' needs. I believe that everyone needs to be clear on their finances and we give them the tools to educate and improve their knowledge; not just on our products but of the wider industry itself. It's not enough to simply offer solutions, it's about understanding situations and building a beneficial relationship. That is our difference.
