New Leaf Distribution

New Leaf Distribution The network that knows your name. We believe in creating a community in the workplace where it feels like going from home to home. Our FCA Number is 460421.

New Leaf Distribution is a leading financial adviser network and mortgage adviser network, providing compliance, paraplanning, business support and CeMAP training for mortgage advisers, mortgage brokers and Independent Financial Advisers (IFAs) across the New Leaf Distribution Ltd is a Directly Authorised IFA practice who are truly independent and have access to the whole of the market. Founded in

2005 New Leaf has become increasingly diversified from being a highly respected training centre for CeMAP and expanding its reach across Great Britain. New Leaf Distribution’s Advisers have access to Paraplanners who will check your Fact Finds, complete research and draft your Suitability Reports – taking a lot of the admin away from you and freeing you up to make more sales. New Leaf continues to offer training for New Entrants into Financial Services all the way up to Level 6 Chartered Status including weekly online sessions with guest speakers from the FS Industry and technical based webinars supported by the London Institute of Banking and Finance. New Leaf Distribution Ltd is a privately owned family company with no debts and a loyal Adviser community. New Leaf Distribution is authorised and regulated by the Financial Conduct Authority. Our permitted business is Insurance, Mortgages, Investments and Pensions (including transfers).

02/09/2026

🏆 What does it take to become an award winner?

Our Summer Conference & Expo gave us the opportunity to celebrate some incredible people from across the New Leaf family - but we also wanted to hear from them.

From putting clients first and continually sharpening your skills, to believing in yourself and recognising the people who support you along the way, there was plenty of advice and insight shared by our award winners.

A huge congratulations once again to everyone recognised. Very well deserved. 👏

Here’s what some of our winners had to say… 🎥

01/09/2026

Could mortgage advice look very different in the next few years? 👀⁠

Mark Hobbs believes advisers need to be thinking now about where the profession is heading and the opportunities that could come from expanding into financial planning.⁠

In this clip, Mark is joined by Sam Oakes from the Financial Planner Life podcast to discuss why New Leaf is focused on developing mortgage and protection advisers into IFAs, and why more than 60% of New Leaf’s 108 financial advisers have already made that transition.⁠

With AI changing the way financial services operate, is broadening your advice offering becoming more important than ever?⁠

What do you think - will the role of the mortgage adviser look completely different in five years’ time? 👇⁠
⁠⁠

Thinking about your next move in financial services? 👀It’s easy to focus on what you might be leaving behind. But what c...
31/08/2026

Thinking about your next move in financial services? 👀

It’s easy to focus on what you might be leaving behind. But what could you be moving towards?

More independence. More opportunity. A broader proposition. A business that feels like your own.

Whatever that next step looks like, having the right people around you can make all the difference. 🌱

Thinking about making a move? Drop us a message and start the conversation.

28/08/2026

The best ideas often come from the advisers using the systems every day.

In Episode 13, Sam Wallis speaks with Sam Oakes about how feedback from financial planners has helped New Leaf Distribution improve its processes and proposition over time.

That includes listening to the challenges advisers face when supporting clients with different levels of wealth.

What is one change that would make your role easier? 👇

A few of our favourite moments from a very special day. 💚Great conversations, familiar faces, new connections and plenty...
27/08/2026

A few of our favourite moments from a very special day. 💚

Great conversations, familiar faces, new connections and plenty to celebrate at the New Leaf Summer Conference & Expo 2026.

A huge congratulations to all of our Award winners - very well deserved! 🏆

Keep an eye out for a special video coming soon, capturing the moment our winners found out they'd won. 👀

Thank you to everyone who joined us and made the day what it was. Until summertime 2028…

26/08/2026

Business protection is rarely as straightforward as putting one policy in place.

In Episode 15 of The New Leaf Podcast, Martin Byrne joins Dan Hobbs to discuss the important details advisers can easily overlook, from continuation options to how trusts are administered.

Martin also shares how his consultancy role is helping New Leaf advisers build their business protection knowledge with dedicated training and practical support.

🎧 Watch the full episode: https://www.youtube.com/watch?v=z2EhqgEF8gI

Which area of business protection would you like more support with? 👇

25/08/2026

💬 “Make sure they’re working with you.”

Choosing an adviser network should involve more than comparing fees and permissions.

In Episode 16, David Reed tells Sam Wallis why advisers should speak with the compliance team before joining and confirm that their future business plans will be supported.

For David and the team at Axis Wealth Management, joining New Leaf has brought fresh confidence and excitement for the future.

🎧 Watch the full episode: https://www.youtube.com/watch?v=t63oIOGLe0Q

21/08/2026

💬 “Get the basics right.”

Some simple but important advice from our conversation with Petra Tóth, Director and Financial Adviser at Hitel Financial.

Petra joined Dan Hobbs to talk about planning ahead, setting clear expectations and why building a mortgage or financial advice business means taking it seriously from day one.

From contracts to your team structure, getting the foundations right can make all the difference.

What do you think is the most important foundation for a new advice business? 👇

🎧 Catch the full conversation here: https://www.youtube.com/watch?v=G79-cpdyM7o

20/08/2026

💬 "We develop people. We don't just develop them in business, we develop their thinking."⁠

That's the difference.⁠

In this throwback clip from the Financial Planner Life Podcast, hosted by Sam Oakes, Mark Hobbs explains why building a successful advice business starts with your mindset – not your compliance manual.⁠

If you know your purpose and you're willing to take action, everything else becomes possible.⁠

🎧 Watch the full conversation here: https://youtu.be/mjjFX0g13AU⁠

🎙️ Throwback to Episode 5 of the Financial Planner Life Podcast.Hosted by Sam Oakes, with New Leaf Founder Mark Hobbs jo...
20/08/2026

🎙️ Throwback to Episode 5 of the Financial Planner Life Podcast.

Hosted by Sam Oakes, with New Leaf Founder Mark Hobbs joining him to talk about what really separates great advisers from everyone else.

Success isn't built on compliance alone... 👀

Mindset. Purpose. Action.

🚨 Keep an eye out - we’re sharing a throwback clip from the episode later today.

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Rayleigh

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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