Whiteleaf Financial plc was established in 1991 with a vision to revolutionise the way employers manage and communicate their staff benefits.

Using cutting edge technology, combined with our technical knowledge, we developed my company benefits an employee benefits website that has significantly reduced the administration costs for employers providing benefits for their staff.

Not only has it driven down administration costs, it has enabled employees to understand, and more importantly, appreciate the value of the benefits provided for them, as part of their overall remuneration package.

Many businesses now rely on my company benefits to manage and communicate their staff benefits.

Over the years, working predominantly with business owners, Whiteleaf has been advising on innovative solutions to help shareholding directors and business owners control their own and company tax, using a blend of accountancy, wealth creation and financial planning.

Shareholding directors can now join one of our structured Programmes, designed to help them understand their finances and identify strategic planning and tax control opportunities within their own business.

More recently, we have identified that many business owners are frustrated by the performance of their pension funds and the lack of service or information available to them, so we have introduced a leading edge Pension Review Programme service.

This Pension Review Programme is a fee based objective analysis of current pension arrangements, risk profile, investment objectives, expectations and the past performance of existing pension funds.

Clients taking advantage of the Pension Review Programme can take comfort from the fact that their pension funds will be correctly invested in line with their risk tolerance and they will benefit from a robust review and monitoring process, with quarterly investment advice and recommendations through to their selected retirement age.

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Whiteleaf Financial PLC is authorised and regulated by The Financial Services Authority. Whiteleaf Financial PLC is entered on the FSA register (www.fsa.gov.uk/register/) under reference 149309.
The Financial Services Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.

Registered in England & Wales No. 02600015 Registered Office: Chiltern House Market Square Princes Risborough Bucks HP27 0AT