Managing Director, Will Writer and Independent Financial Adviser
Angela is our Managing Director and Company FounderAnAngela is our Managing Director and Company Founder and has various roles within the company.
She specialises in Wills, Lasting Power of Attorneys and Trust Planning under the trading name of AM Legal Services which is a trading style of the Company.
She is a member of the New Leaf Will Writers Federation and works with Countrywide Tax and Trust Corporation for clients that need more complex Estate Planning and Kings Court Trust Corporation for Will Storage and Probate Services.
Angela is also an Independent Financial Adviser and has joined New Leaf Distribution Ltd a National IFA firm based in Southend.
Angela started her career in 1994 and so now has twenty years of experience in Financial Services.
She is qualified to Diploma Standard to provide financial planning advice in all areas and is currently working to achieve Chartered status.
Her specialist areas of advice are Pensions, Investment and Equity Release and Long Term Care as well as Mortgages and Protection.
Please visit her website for further details: www.newleaffinancialplanning.co.uk
Finance Director, Office Manager and Head of Mortgage Paraplanning
Perri is our Office Manager and Finance Director and she ensures that the Administration Department at AM Mortgage & Financial Services runs smoothly and she also takes care of the Company finances.
Perri is also Angela's joint Business Partner having joined her as a Company Director in April 2011.
AM Mortgage & Financial Services have recently launched a mortgage research and packaging programme for Mortgage Advisers within the New leaf Group and Perri is using her past experience as a mortgage underwriter to spearhead this.
Perri is also a Financial Planner (non Investment) and has also joined New Leaf Distribution Ltd. She specialises in Protection both personal and business.
Please visit her website for further details: www.newleafprotect.co.uk
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Lynne is a valuable member of our team and is our Office Administrator and Receptionist.
She looks after our clients applications once they have been submitted, dealing with any queries that clients and providers have.
She also arranges appointments for clients with our Financial Advisers. She also assists Perri with the New Leaf Group Mortgage Packaging and progresses New Leaf Mortgage Advisers cases through to Mortgage Offer liasing with both their clients and the mortgage advisers.
Laura's role is an Administrator and she assists Angela with drafting Wills , Trusts and Lasting Powers of Attorney.
She also helps Perri with the company finances.
She will also be providing support to the New Leaf Mortgage Advisers by helping both Perri and Lynne.
Laura is qualified to NVQ Level 3 in Business and Administration and is currently working on her Level 2 NVQ in Customer Services.