Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.

Buy to Lets and Commercial Finance are not usually regulated by the FCA.

Will Writing and advice on Lasting Powers of Attorney are not regulated by the Financial Conduct Authority.

In respect of Wills and Lasting Powers of Attorneys Rose Financial Planning is an Appointed Representative of New Leaf (WWF) Ltd. Company number 7891401. Registered Address: 165 - 167 High Street, Rayleigh, Essex, SS6 7QA

Complaints Procedure

As an Appointed Representative of New Leaf Distribution Limited, we aim to provide you with a high standard of service. If you are unhappy with any aspect of our service, please let us know.

How to complain:
Email: complaints@newleafgroup.co.uk
Write to: New Leaf Distribution Ltd, 165 - 167 High Street, Rayleigh, Essex SS6 7QA
Call: 01702 431130

We will acknowledge your complaint promptly and aim to resolve it within 8 weeks.

If you remain dissatisfied, you have the right to refer your complaint to the Financial Ombudsman Service (FOS):

Website: www.financial-ombudsman.org.uk
Phone: 0800 023 4567
Address: Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Note: As an Appointed Representative, complaints are handled in accordance with New Leaf Distribution Limited's procedures, which are FCA-compliant.

David Rose, trading as Rose Financial Planning, is an appointed representative of New Leaf Distribution Ltd who are authorised and regulated by the Financial Conduct Authority (FCA) Number 460421.

This website is aimed at UK residents.