Today and possibly more than ever before, financial decisions form an important part of our daily lives. Such vital attributes as trust, performance and above all, integrity are all qualities closely harnessed by our organisation. Through our dealings with clients, it’s our core objective to establish a close working relationship with them and to help them achieve their short, medium and longer term financial goals.
The Newell Palmer Group has grown steadily to become one of the largest and fastest growing IFA companies in the West Midlands, with a Group turnover nearing £8 million per annum and with over £450 million of funds under management on behalf of our clients, the Newell Palmer Group holds a strong position within the Financial Services Industry. Member companies of the Group include; Newell Palmer & Associates, Newell Palmer Financial Planning, Newell Palmer - DES and Newell Palmer Trustees.
Working together the member companies and staff from across the whole organisation have worked hard over a number of years to achieve and retain the Investor in People accreditation. In addition, and as a testament to our organisation, in a Financial Times survey conducted in November 2012, the Newell Palmer Group were ranked 55th largest Financial Adviser firm in the UK. For an independent, regional IFA practice, this is a huge accolade, particularly when you consider that many of the large banks and network organisations occupy many of the places above us.
As a Group we strive to meet our business principles, our main aim is to provide a good service and top quality solutions to new and existing clients', while keeping them informed of changes and updates in relation to their investments.