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 Coats.

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

We have developed key business partnerships with associated companies who work within Maple House:

Maple Leaf Asset Finance Limited
is our own asset finance brokerage, with Kevin Daly as Managing Director and Helen Pool as Sales Director. This organisation offers a comprehensive range of facilities to source the most competitive finance packages for your clients.

Maple Leaf Property Management Limited
sources property for both individuals and syndicates, combined with all aspects of managing such properties, including the sourcing of suitable tenants/lease holders, negotiation of terms and financing.

Amanda Shannon Solicitors
is our onsite conveyancing company supporting our Mortgage service.

Parrin and Associates
provides comprehensive and independent advice on all taxation matters.

The services promoted here 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.