Maple Leaf Financial Services Limited

The management team combined have seventy years experience in the financial services industry and we have the skills and experience necessary to help individuals create and protect their wealth.

We can offer guidance on how to make the most of your money throughout each stage of your financial life. Our Financial Advisers are fully qualified, specialising in areas such as Trusts, Inheritance Tax Planning, Retirement Planning, **Commercial Finance, SIPPs and Investment Planning, to name a few.

By establishing the clients Attitude to Risk and financial objective, we specifically tailor solutions to their situation.

The firm is unusual in that we have an in-house practice manager, Martin Penn, who is responsible for the continuing professional development of our Advisers.

Martin insists on the highest of quality standards, ensuring our advice complies with the regulatory requirements of the Financial Services Authority.

By maintaining this position at Maple House, we can ensure our clients receive professional and trustworthy advice.

We are proud to offer a personal approach to financial planning that doesn’t get too complicated. We have a simple and straightforward advice procedure that allows us to establish our clients’ needs and, where possible, implement solutions without too much discomfort.

Maple Leaf Financial Services* has developed partnerships with companies who offer complimentary services. This enhances our overall client proposition.

We have on-site at Maple House other businesses offering legal services, asset finance, property management and tax advice.

This means we can offer you an efficient and convenient service for almost all circumstances.

*These services are not part of the Openwork offering and are offered in our own right. Openwork accept no responsibility for this aspect of our business. These services are not regulated by the Financial Services Authority.
**Commercial finance is not regulated by the Financial Services Authority.