Working with Maple Leaf Financial Services
At Maple Leaf Financial Services, we have a team dedicated to assisting our Advisers.
Martin Penn, our Practice Manager, is responsible for monitoring compliance and regulations. He has vast experience in training and competency and will support your professional development.
Diane Evans is our in-house administrator. Diane provides dedicated sales support to our Advisers.
We also employ a highly experienced IT specialist, Michael Howell-Walmsley and an organisational support manager, Lindsay Coates.
The benefits for a Financial Adviser working with Maple Leaf Financial Services include:
- Office Facility
- Pipeline Management
- IT Support
- Activity Management
- Compliance
- PI Cover
- Leadership
- Reward and Recognition
- Security of Numbers
- A Network of Advice
- Estate Planning Expertise
- AFPC Support
- Team Spirit