The Newell Palmer Group has grown steadily over recent years to become one of the largest IFA companies in the West Midlands; our Group turnover now exceeds £6 million per annum and with over £350 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.

Newell Palmer & Associates was established in 1993 and is based in Wolverhampton, West Midlands. The business was formed with a single clear aim, quite simply, to provide an excellent and top quality service to clients.

NPa believe that successful financial advice is about meeting clients’ objectives and goals, so they can live the lifestyle they desire. Our expert advisers carefully listen
to our clients’ needs and after assessing their financial situation will help find a solution that best suits their requirements.

Newell Palmer Financial Planning Ltd is located in Bromsgrove and was established to offer access to Independent Professional advice relating to all aspects of financial services; for corporate and individual clients alike.

The company takes an holistic approach to financial planning, which enables clients to achieve their short, medium and longer term financial goals and to successfully manage their financial affairs.

Formally known as David E Smith & Co, NPdes has a long and established thirty year history in providing good quality independent financial advice in Nuneaton and the surrounding areas.

NPdes has very close relationships with the local professional community and is actively involved in many ongoing joint projects with local professional firms.

Newell Palmer Trustees was established in 2007 and is based in Wolverhampton, West Midlands. The company provides specialist Trustee services to Small Self Administered Pension Schemes (SSAS) along with helping business owners run their scheme simply and effectively.

Our approach is always to look at ways of ‘making something happen’ rather than introduce barriers. In a relatively short period of time, Newell Palmer Trustees has provided independent trustee services for schemes valued at more than £50m, and is gaining a fast-growing reputation for delivery of a professional, efficient and reliable service.