Introduction

Newell Palmer Financial Planning Ltd was established in 1997 and has grown to become one of the largest and most successful regional IFA’s in the West Midlands. The growth of the business can be almost exclusively attributed to acquisition and client referrals, and although the company provides advice to clients covering the whole of the country, the core business is focussed around Birmingham, the West Midlands, Worcestershire, Cheltenham and Gloucestershire.

The company is headed by Garry Godwin (Managing Director). As well as running the business Garry has successfully developed very strong client relationships and actively advises many of the company’s key clients, on both personal and corporate financial planning matters. Garry has a team of 6 experienced and qualified IFA’s working with him offering professional independent advice to clients.

As a business Newell Palmer Financial Planning firmly believes that a personal service delivered by experienced, professional and committed advisers will be rewarded with long term relationships – providing benefits for both the client and the company.

Financial services are becoming ever more complicated and specialised; it is therefore essential to obtain high quality advice that is both impartial and independent.