New Leaf Distribution

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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).

15/10/2026

Will writing could be one of the most overlooked ways to grow your client bank. 👀

David Reed, Independent Financial Adviser at Axis Wealth Management, shares how conversations around wills and lasting powers of attorney can naturally create new connections and referral opportunities.

He also shares his experience of the New Leaf Will Writers course and why he’d encourage advisers growing their client base to consider it.

🎙️ Episode 16, hosted by Sam Wallis.

Watch or listen here: https://youtu.be/t63oIOGLe0Q

🌱 Meet Luca Frankis, our IFA Proposition Manager.Luca’s New Leaf journey started back in 2022 as a Trainee Paraplanner.F...
14/10/2026

🌱 Meet Luca Frankis, our IFA Proposition Manager.

Luca’s New Leaf journey started back in 2022 as a Trainee Paraplanner.

Four years later, having progressed through the Paraplanner role, he’s now responsible for supporting and developing our IFA proposition.

That experience gives Luca a real understanding of what goes on behind the scenes to support our advisers and their businesses.

Another introduction to one of the people behind New Leaf. 🍃

13/10/2026

What if doing LESS could actually help your business grow? 👀

A throwback to having Petra Tóth from Hitel Financial on Episode 7 of the podcast.

Petra talks about making that first hire, learning to let go of tasks and giving advisers the space to focus on what they do best.

Sometimes growth isn’t about taking on more yourself. It’s knowing what to hand over.

🎙️ Hosted by CEO Dan Hobbs.

Watch or listen: https://youtu.be/G79-cpdyM7o

What does award-winning adviser support look like? 🏆🌱For us, it’s about giving advisers the support, tools and opportuni...
12/10/2026

What does award-winning adviser support look like? 🏆🌱

For us, it’s about giving advisers the support, tools and opportunities they need to build and grow their businesses for the long term.

We’re proud to have that approach recognised across the industry, with awards spanning our network, IFA and mortgage & protection offering.

But the awards are only part of the story. The real measure is the advisers and businesses we help move forward every day.

👉 Find out more about New Leaf Distribution at newleafdistribution.co.uk

Not every client fits neatly into a box. 👀Different circumstances need different options - which is why access to a broa...
09/10/2026

Not every client fits neatly into a box. 👀

Different circumstances need different options - which is why access to a broad lending market matters.

New Leaf worked with 170 lenders in the last year, covering mainstream, specialist and commercial lending.

More choice gives advisers more scope to explore the right route for their clients.

How much choice does your network give you? 🌱

👉 https://newleafdistribution.co.uk/

08/10/2026

“You can’t be good at everything.” 🤷

Martin Byrne shares why knowing when to advise, when to signpost and when to simply give people useful information can go a long way in financial services.

No hard sell. Build the relationship, share what you know and let the conversation happen naturally.

🎙️ Episode 15 of The New Leaf Distribution Podcast with CEO Dan Hobbs and guest Martin Byrne.

Watch or listen now on YouTube, Spotify & Apple Podcasts: https://youtu.be/z2EhqgEF8gI

Women’s Recognition Awards 2026 🏆⁠⁠We’re very proud to be supporting this year’s Women’s Recognition Awards! 💚⁠⁠We’re al...
07/10/2026

Women’s Recognition Awards 2026 🏆⁠
⁠
We’re very proud to be supporting this year’s Women’s Recognition Awards! 💚⁠
⁠
We’re also cheering on three New Leaf advisers shortlisted across five categories:⁠
⁠
🌱 Kelsey Phillips – Mortgage Adviser of the Year, Specialist Lending Adviser of the Year & Adviser Rising Star⁠
🌱 Samantha Challis – Woman Led Brokerage of the Year⁠
🌱 Georgia Shepherd – Protection Adviser of the Year⁠
⁠
New Leaf is also sponsoring the Spokesperson of the Year – Equity, Diversity & Inclusion: Best Employee Support award, with our Head of Supervision, Lucy Edes, presenting the trophy on the night. ⁠
⁠
Good luck to all the finalists – we can’t wait to celebrate with everyone next Thursday! 🥂⁠
⁠

06/10/2026

“I learn something new every single day, and I will never stop learning.”⁠
⁠
For Debbie Joyce, that’s a huge part of being a financial adviser.⁠
⁠
In Episode 19 of The New Leaf Podcast, Debbie joins Mark Hobbs and shares a recent case where looking a little closer uncovered that a client had been missing pension tax relief since 2019.⁠
⁠
It’s now being rectified – and shows just how much difference getting into the detail can make.⁠
⁠
Do you think the best advisers are the ones who never stop learning? 👇⁠
⁠
🎙️ Watch the full episode: https://youtu.be/Vsat8QQgKQA

What a day for Women In New Leaf 👏💚On Friday, we brought together the WIN community at HSBC for a day of important conve...
05/10/2026

What a day for Women In New Leaf 👏💚

On Friday, we brought together the WIN community at HSBC for a day of important conversations and shared experiences within financial services.

Nadine Monks spoke about burnout, how to recognise the signs and ways to help prevent it, before Lucy Edes hosted a panel with Marta Scott-Manuszewska, Donna Warr, Rebecca Penny and Rachel Lane.

They shared their journeys into financial services, experiences across mortgages, protection and wealth, and how they work with their clients.

A huge thank you to everyone who spoke, helped organise the day and joined us at HSBC! 🙌

What should you actually expect from your adviser network? 🌱Support when you need it. The freedom to run your business y...
01/10/2026

What should you actually expect from your adviser network? 🌱

Support when you need it. The freedom to run your business your way. And opportunities to grow when you’re ready for what’s next.

At New Leaf Distribution, we’re here to help advisers build businesses that work for them - whether you’re already established, looking to diversify or considering a move from another network.

And you won’t just be another number.

You’ll be part of a network that knows your name.

Ready to see what New Leaf could look like for your business?

👉 Discover more at newleafdistribution.co.uk

Address

Rayleigh

Opening Hours

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

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