IT STARTS WITH YOU
Helping individuals, families and business owners make confident financial decisions through independent financial planning and advice.
Based in Huddersfield, working with clients across West Yorkshire and throughout the UK.
Meet Daniel De Block
Financial planning has never been about products or investment charts to me.
It’s about people and what they want their money to help them achieve.
Based in Huddersfield, I work with clients across West Yorkshire and beyond. With over 20 years experience in financial services, I understand that good planning starts with understanding the person behind the finances.
I founded Blackleaf Financial Planning to offer a more personal, planning-led approach to advice, one that starts with understanding your goals, concerns and ambitions before considering the right financial solutions.
My role is to help you make sense of your finances, understand your options and create a plan that gives you confidence about the future.
Whether you’re building wealth, preparing for retirement or simply looking for greater clarity, I believe financial planning should be clear, straightforward and centred around what matters most to you.
Because financial planning is about more than money.
It’s about the choices, opportunities and peace of mind that money can help create.
Independent Advice • Personal Service • Evidence-Based Investing • Long-Term Relationships • Financial Planning • Retirement Planning • Investment Planning
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Independent Advice • Personal Service • Evidence-Based Investing • Long-Term Relationships • Financial Planning • Retirement Planning • Investment Planning •
Our Approach
Your goals and priorities come first.
We take the time to understand your circumstances, what matters to you and what you want your money to achieve.
From there, we build a clear financial plan around your needs, bringing together the different areas of your finances to help you make informed decisions.
Our role is to provide clarity, direction and ongoing advice, so you can feel confident about the decisions you make today while planning for the future.
Why clients choose us
Goals Based
Financial Planning
We start with what matters most to you, then build a financial plan around your goals, giving you clarity and confidence along the way.
Independent
Advice
We’re independent, so our advice is shaped around you, your goals and what’s right for your circumstances, without being tied to any one provider.
Ongoing
Advice
Our optional ongoing service
includes an annual review to keep
your financial plan aligned with your goals. This service is chargeable.
Straightforward
Guidance
Clear advice, explained simply,
so you can understand your
options without unnecessary
jargon or complexity.
The Questions We Help Answer
Financial planning helps you make confident decisions about your money and your future.
Whether you're wondering if you could retire when you want to, how much you can afford to spend, whether your pensions and investments are working hard enough, or how to protect the people who matter most, we're here to help you gain greater clarity about your finances and the choices available to you.
So you can move forward with confidence, clarity and peace of mind.
How We Help
Helping you make confident financial decisions at every stage of life.
Whether you’re building wealth, approaching retirement, protecting your family or running a business, we help bring your finances together into a clear plan for the future.
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Can I afford to retire when I want?
Whether retirement is approaching or still years away, we'll help you understand what your future could look like, what income you may need and whether you're on track to achieve your goals.
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Making your money work towards your goals
Investing should support your plans, not distract from them. We help you build and manage a long-term investment strategy designed to grow your wealth while keeping you focused on what matters most.
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Providing security when life doesn't go to plan
Unexpected events could potentially have a significant impact on you and your finances. We'll help protect you, your family and your lifestyle should illness, injury or death affect your ability to earn an income, helping safeguard what matters most to you.
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Helping your business and personal finances work together
Running a successful business creates opportunities and challenges. We'll help you make informed decisions around profit extraction, retirement planning, protection and long-term financial security.
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Helping your wealth benefit the people you care about
As priorities change, planning often becomes less about building wealth and more about preserving it. We'll help you organise your affairs and consider how your wealth can support future generations.
The Financial Conduct Authority does not regulate Estate Planning and Tax Planning.
The value of pensions and investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested. Past performance is not a guide to future performance.
Note that income protection plans typically have no cash value at any time and cover will cease at the end of the term. If premiums stop, then cover will lapse.
Your Financial Adventure Starts Here
How We Work Together
Clear advice. A straightforward process.
We keep things simple and transparent, taking the time to understand your circumstances before building a clear plan around what you want to achieve.
From our first conversation to ongoing reviews, you’ll know what to expect, what happens next and why.
Here’s how we work together.
Initial Chat
1
A relaxed conversation to understand your goals, priorities and what matters most to you.
Understanding Your Situation
2
Together we'll build a clear picture of your current financial position and future aspirations.
Personalised Recommendation
3
We develop recommendations tailored to your objectives, circumstances and long-term goals.
Putting the Plan into Action
4
Once you're happy to proceed, we'll put your plan into action and manage the process for you.
Ongoing Support
5
Through our optional, chargeable ongoing service, we’ll regularly review your financial plan to help keep
it aligned with your life, goals and priorities..
Ready to Start the Conversation?
Financial planning doesn't have to be complicated.
Whether you're planning for retirement, building wealth or simply looking for greater clarity, it all starts with a conversation.