Our Services

Newell Palmer & Associates Ltd can offer a wide range of financial planning services to both individuals and businesses. Our specialist areas include:

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.

Note: some of these services may not be regulated by the FSA

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.