Welcome to Leaf Financial Planning

We are experienced financial advisers providing personalised financial planning to individuals and small businesses. We are based near Newark, Nottinghamshire, but for your convenience we are happy to conduct meetings face to face, over the telephone or via video call. We are passionate about helping you Live, Enable, Aspire and Fulfil your desired lifestyle now, and into the future, without fear of running out of money

About us

We are Leaf Financial Planning, a specialist financial services firm based in Newark. Our advisers have years of knowledge and experience across the full spectrum of financial planning matters.

We pride ourselves on our knowledge and personalised advice, tailored to our clients’ unique needs and circumstances. We understand that every client’s journey is different; that’s why we take the time to get to know you and understand your goals and aspirations, enabling us to develop a plan that moves and flexes as your circumstances change.

Our services

Investing for your future

We’re here to help your money work smarter. Whether you’re just starting out or have years of experience as an investor, our...

Time to access your pension

Your pension will likely be your main income in retirement, so it’s important to plan carefully. From age 55 (rising to 57...

Protecting what matters most

While we can’t foresee the future, we can certainly plan for it. If illness or anything untoward were to happen, you need...

Care in later life

With an ageing population and rising care costs, planning for long-term care in later life is increasingly important. It’s an emotional time...

Latest news

Get up to speed with the latest financial insights, uploaded regularly to our website.

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