Is This the Best IFA Network? 

Sam Oakes Meets Sam Wallis – New Leaf Distribution Visit: 

reach out to new leaf - click here 

Welcome back to the Financial Planner Life Podcast, where we explore what it really takes to build a meaningful and rewarding career in financial planning.

This week, host Sam Oakes speaks with Sam Wallis, Managing Director of New Leaf Distribution, to unpack how this IFA network is giving self-employed advisers true branding freedom, community support, and the tools they need to thrive.

If you’re wondering “Is this the best IFA network?” — this episode might help you decide.

New Leaf currently supports around 350 advisers across mortgages, protection, and financial advice. Whether you're a newly qualified adviser, a mortgage professional looking to futureproof your business, or a registered individual stuck in an outdated setup, this could be your next move.

👉 Interested in joining New Leaf Distribution?
Visit: https://newleafdistribution.co.uk

🔑 What we cover in this episode:

Building your brand as a self-employed IFA

What it's like being an appointed representative under New Leaf

The importance of community, mentorship and real development

Why some advisers are leaving other networks for New Leaf Distribution

AI tools, paraplanning support and pre-approval compliance

Attracting new talent into the profession

The rise of mortgage advisers transitioning into financial planning

What makes a truly supportive IFA network in 2025

👤 About Sam Wallis

Sam Wallis is the Managing Director at New Leaf Distribution, a progressive IFA network focused on empowering advisers to build their own businesses and brands, with the right infrastructure and support behind them. His vision is to combine branding freedom with a strong compliance framework, mentoring and community.

🔗 Learn more at: https://newleafdistribution.co.uk

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.