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What is CashCalc?

CashCalc is our client portal where we can communicate securely – and share information and documents.

When you login you will find various documents to review together with our Fact Find.

Please take the time to fill out the Fact Find as thoroughly as possible – it’ll help us give you the most suitable guidance and advice.

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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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