About Us

Independent Financial advice in Huddersfield

We are Independent Financial Advisors (IFA’s), based in Huddersfield and serving clients predominantly within the Yorkshire area. We offer advice in every area of financial planning including pensions, savings, investments, life assurance, mortgages and tax planning, for both individual and corporate clients.

With New Leaf Financial Services Ltd, you will receive friendly, professional advice from a local, trustworthy business. We will ensure that we find the most appropriate financial solutions for you as an individual.

Why use an Independent Financial Advisor?

We always work for you, rather than the providers of financial products. As we have no allegiance to, or agreement with, any particular provider, you can be confident of receiving truly independent advice.

There are many reasons as to why you may wish to consider our services, but we find that the following are amongst the most important to our clients.

  1. Pension advice – I wish to build up a fund to produce income, when I retire.
  2. Retirement advice – I wish to make the most of my pension funds as I’m retiring.
  3. Guaranteed investments – I have money in the bank, but would prefer not to take risks.
  4. Investment income – I need to provide additional income.
  5. Portfolio investment advice – I’m not getting the level of service I need on my existing investments.
  6. Inheritance tax – I wish to look at ways in which I could save tax.
  7. Investments – I wish to maximize tax efficiency.
  8. House purchase – I need mortgage advice.
  9. Buy to let mortgage – I’m looking at a second property as an investment.
  10. Business protection – My business needs protecting should anything happen to key employees.

IFA huddersfield

New Leaf Financial Services helped secure the best deal for me, at my recent retirement. They explained everything ‘jargon free’, which in today’s complicated financial world is very refreshing.
Ian – West Yorkshire

Free initial consultation

So confident are we that we will be able to assist you, we offer a totally free of charge initial consultation, which gives us the chance to get to know each other. At this meeting, we will seek to understand your circumstances and therefore your financial needs. It also gives you the opportunity to assess how we would work for you and is the perfect scenario for you to decide whether or not to use our services.

Regular reviews

These are at the fore front of our philosophy. We believe that the advice given throughout the lifetime of a particular investment is just as important as the advice given to take it out initially. We always offer our clients a regular review service, to ensure that their needs are continuing to be met by the solutions that we have put in place for them.

We are also more than happy to review the performance and suitability etc. of financial products that you may have elsewhere.

Read our latest newsletter

Smart Money May19

Top 10 reasons to use an IFA

  • Business protection
    My business needs protecting should anything happen to key employees.

  • Buy to let mortgage
    I’m looking at a second property as an investment.

  • House purchase
    I need mortgage advice.

  • Investments
    I wish to maximize tax efficiency.

  • Inheritance tax
    I wish to look at ways in which I could save tax.

  • Portfolio investment advice – I’m not getting the level of service I need on my existing investments.

  • Investment income – I need to provide additional income.

  • Pension advice – I wish to build up a fund to produce income, when I retire.

  • Retirement advice – I wish to make the most of my pension funds as I’m retiring.

  • Guaranteed investments – I have money in the bank, but would prefer not to take risks.