Our Services

Newell Palmer Financial Planning Ltd provides a holistic approach to financial planning provided to both businesses and personal clients. 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.
  • Shareholder 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 Financial Planning Ltd believes that it is important to keep clients up-to-date with relevant financial and tax developments. Our clients are therefore provided with regular newsletters and a summary of annual budget provisions.

We have developed a custom-built administration system that will provide the necessary back up to ensure that our business operates extremely efficiently. We have invested heavily in the latest information technology to enable our administration staff to provide you with the latest data on your financial portfolio.