Mark Block

At Leaf Financial Planning we provide a bespoke, comprehensive “lifestyle financial planning” service.  We are a father and son family business with over 45 years financial services experience between us.  Steve Block is a Chartered Financial Planner and a Fellow of the Personal Finance Society.  Mark Block is a fully qualified Independent Financial Adviser.  We have the experience and qualifications required to advise you on all of your financial advice needs.

At Leaf Financial Planning we specialise in retirement and investment planning, and our service is particularly beneficial for those close to, and beyond, retirement.  We can advise and help you with all the difficult retirement planning decisions.

We strongly believe in your personal uniqueness which means we help you “wrap your money around your life and not your life around your money.”  We first identify what you want to do with your life, what is really important to you and what you value.

We then help you create your own personalised Lifestyle Financial Plan.  Once this is established, we can see clearly how your “money” relates to you and your life goals.  Does it “fit you”?  What adjustments or improvements could be made?

Our service helps you do what you can right now to improve your lifestyle.  It is important that none of us focus so much on the future, that we forget to enjoy “the journey of life”.  We have enjoyed helping many clients make immediate changes to their lives, such as switching from full time work to part time work, enabling them to enjoy a better quality of life now.

Naturally, we need to comprehensively gather all the relevant information about your financial assets, income, expenditure, investments, pensions, cash, insurances, employment, etc. and analyse these in detail.  This information is then used in our lifetime ‘cash flow modelling’ programme as an integral part of our professional services.  This is especially important for those close to their retirement because it will deal with the concern of “will I ever run out of money once I retire?”

We are acutely aware that your personal circumstances are ever changing, and everyone has individual needs.  The world around us is constantly changing too, which is why our ongoing service is designed to help you at every “twist and turn” in life that you encounter in order to keep your plan “on track.”

As Sandringham Partners, we include the Precision ongoing client service facilities with its cutting-edge technologies that allows us to spend more time with you.  We make time to focus on your life at our ongoing planning meetings with you, before offering ongoing financial advice.  This means we continue to help you ”wrap your money around your life and not your life around your money”!

Our Wealth Platform Client Portal will give you 24/7 online access to your financial information.  The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.

At Leaf Financial Planning we help you Live, Enable, Aspire and Fulfil your desired lifestyle now and into the future without fear of running out of money.

We provide an initial face to face meeting without charge, where you can discuss your needs and objectives and we will explain how our service works and how it can benefit you.  Alternatively, you can simply have a relaxed telephone discussion with myself, so please call me on 01636 678698 to do just that!