Our team of experienced ‘paraplanners’ are always on hand to make sure that the advice given is the most suitable to your needs. It’s their task to research and identify the most appropriate funds and products from the whole of the market.
Headed up by Alex Darlow (pictured, top right), the team can provide you with a service specific to your needs.
Our excellent paraplanning team also includes Alex McWhirter, Luca Frankis, David Norbury and Garry Filby.
With a keen interest in Economics and Financial Markets, David is committed to spreading financial literacy, and enabling people to achieve both their financial and lifelong goals.
He is now looking to transfer those skilled into a career in financial advice, currently studying for CeMAP and DipFA and is a huge advocate for sports people preparing for their life after elite sport.
Previously an Investment Banker in Wall Street, Alex brings a wealth of experience to the paraplanning team.
Alex oversees our Investment division which includes running the Paraplanning department which is a vital part of the business.
She is highly organised, professional & friendly with good people skills and will work well with anyone.
She is an all-round player, and always strives to provide for the best outcomes for our clients.
Off-Piste Wealth is an appointed representative of New Leaf Distribution who are authorised and regulated by the Financial Conduct Authority.
We chose to be a part of this particular ‘Directly Authorised IFA practice’ for a number of reasons – not least because they are truly independent and have access to the whole of the market.
Founded in 2005 with an HQ in London, New Leaf is a privately owned family company with no debt. Highly regarded within the industry, New Leaf offers exceptional educational support to its growing community of advisors. Its founder utilises its profit to support numerous charities and local foundations.
New Leaf is proud to hold accreditations from National Skills Academy Financial Services (NSAFS); and also from the Ministry of Defence to train and support Armed Forces Leavers in Financial Services qualifications.
Authorised and regulated by the Financial Conduct Authority, New Leaf’s FCA Number is 460421, and their permitted business is Insurance, Mortgages, Investments and Pensions. You can view their website here: http://www.newleafdistribution.co.uk
