Business Financial Planning
- Pension planning including Self Invested Pensions and Small Self Administered Schemes.
- Directors and Executive Retirement Planning.
- Group Pension Schemes.
- Associated Employee Benefits.
- Share Holder Protection, Succession Planning and Key Person Protection.
Personal Financial Planning
- Comprehensive Financial Planning.
- Investment Planning.
- Estate Planning and Inheritance Tax Mitigation.
- Pre and Post Retirement Planning.
- Life Assurance and Critical Illness Cover.
- Corporate and Residential Finance.
- Equity Release and Lifetime Mortgages.
- Private Medical Insurance.
Newell Palmer & Associates believes that it is important to keep clients up-to-date with relevant financial and taxation developments. Our clients are therefore contacted regularly and also receive a copy of our newsletter.
We have developed a custom-built administration system that provides the necessary back-up to ensure that our business operates extremely efficiently. We have also invested heavily in the latest information technology which enables our Customer Services staff to provide clients with up-to-date information regarding their financial portfolios.
