Testimonials

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The advice we received from Mark at New Leaf Financial Services was both practical and very helpful. He was incredibly thorough in assessing our situation and plans, before recommending options for us to consider.  We had been hesitant about approaching financial advisers in case there was pressure to take on their suggestions – our experience with Mark was completely the opposite. We very much trust his judgment and ethics and wouldn’t hesitate to recommend him.

Ruth & Emma - Hebden Bridge, West Yorkshire

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Mark is dedicated to his work and will not falter until he has found the best deal possible for his customers. Mark is competent, organized, reliable and his attention to detail is faultless. I felt totally at ease relying on Mark to effectively manage my mortgage and pension. After all, I am entrusting him with the future of my family. I would highly recommend this service to everyone, and already have.

Tracey - Halifax, West Yorkshire

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I have dealt with John for nearly 20 years and in that time, he has advised me on many different types of savings and life insurance plans. For me, it’s all about building trust with any advisor and I feel I have that in abundance with New Leaf. They are very thorough and always ‘go the extra mile’ to ensure that I understand everything connected with the product we are buying, both good and bad! I have already recommended them to my friends.

Chris - Birchencliffe, Huddersfield

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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. I feel that my decision to use an Independent Financial Advisor to assist with my retirement has been totally vindicated.

Ian - Meltham, West Yorkshire

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I have dealt with New Leaf Financial Services Ltd for all my pension requirements.  Although the financial world has had its difficulties in recent years, the advice given by them has seen my pension fund continue to increase throughout which goes to show the quality of advice given. Now that I am approaching retirement age they have advised me on Life Styling, i.e. moving parts of my portfolio to safer options. Should we experience further financial turmoil, hopefully I will not be affected as much and I see this as maximizing my pension benefits. I can recommend their services to anyone and do to friends and family.

Mike - Meltham, West Yorkshire

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Having recently taken redundancy and early retirement, Mark was recommended to me to help me make the best decisions regarding my finances. From our first meeting it was clear that Mark had our best interests at heart and was keen to understand what was important to us. We were not hurried into making quick decisions, Mark helping us to find the right investments to suit both our current and future needs

Kevin & Angela - Halifax

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.