Speak with Whiteleaf

Guiding you on a Journey to Financial Wellbeing

Embark on a journey toward financial security and peace of mind with Pathway.

This service is designed to empower you to take intentional steps to improve the financial well-being for you and your family.

Financial health is not a destination – it’s a continuous journey, and we’re here to guide you every step of the way.

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State Pension
Forecast

Obtain a state pension forecast to find out what your foundation income will be in retirement and what age you will receive this.

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Join your Workplace Pension

This is one of the most valuable employee benefits available and almost always the right choice for your future financial well-being.

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Combine your old Pension Pots

Take control of your pension pots and combine them to one for ease of control and retirement planning

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HMRC
App

Download the HMRC app from Apple or Google to take control of your tax affairs and manage your tax online including making payments.

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Land Registry Property Alert Service

Be property smart - protect your property against fraud by taking advantage of this free service and be one step ahead of the scammers.

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Make a
Will

Ensure that on death your estate is passed to the intended beneficiaries in accordance with your wishes.

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Lasting Power of Attorney

A legal document that lets you decide who can manage your affairs on your behalf if you are unable to do so.

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Life
Insurance

Imagine a future where your loved ones are financially secure, no matter what happens. Life insurance makes this dream a reality!

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Start Your Retirement Planning

Retirement planning is one of the most important aspects of financial well-being. While the State Pension provides a foundation for retirement income, it may not be enough to support your desired lifestyle.

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Take Advantage of the Pension Wise Service

Pension Wise, provided by MoneyHelper, is a government-backed service offering free and impartial guidance to individuals aged 50 or over with a workplace pension pot.

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Life Insurance

Imagine a future where your loved ones are financially secure, no matter what happens. Life insurance makes this dream a reality!

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You need to be intentional!

To pursue your financial well-being, you need to be intentional and start the process now.

Make your Will online today…
On the bus, at home or on your lunch break!

Make a will

Need help?

Please contact us if you have any questions or would like to discuss the services.

OR

Give us a call

01844 275373

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Download your Free Financial Well-Being Guide

Download a free copy of our Financial Well-Being Guide for Employees. It is packed with useful information, tips and action steps for you to take that will help you on your journey to pursuing financial well-being for you and your family.

Download Your free guide
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Financial protection policies typically have no cash in value at any time and cover will cease at the end of the term. If premiums stop, then cover will lapse. A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The value of your investments (and any income from them) can go down as well as up, which would have an impact on the level of pension benefits available. If you wish to register a complaint, please write to or telephone Alero Harvey-Koroma. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

Whiteleaf Financial Ltd is authorised and regulated by the Financial Conduct Authority.
Registered in England & Wales No. 02600015. Registered Office: 33 Cavendish Square, London, W1G 0PW.

Copyright 2025 Whiteleaf Financial Limited. All Rights Reserved.

Download your free guide

Download a free copy of our Financial Well-Being Guide for Employees. It is packed with useful information, tips and action steps for you to take that will help you on your journey to achieving financial well-being for you and your family.

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