Newell Palmer Financial Planning offer specialist investment advice to both personal and corporate investors. The service, which is called 'enhance', is made up of a selection of different portfolios ranging from Defensive through to Speculative.
Our custom portfolios are created, monitored and updated by our 'in house' Investment Committee. The Committee is made up of several Senior Investment Advisers, who all have considerable industry experience. Each quarter (and more frequently if required) the Committee meet to review the portfolios; assessing each fund and it's asset allocation, this is done to to ensure they provide the risk adjusted returns.
The aim of the 'enhance' service is keep a close eye on an investors portfolio, making changes when necessary, while providing regular updates on portfolio performance.
To fully understand the enhance service you may like to download our enhance brochure and example portfolio
If after reading our brochure you would like to discuss your investment options please contact us on 0152 788 9740, or alternatively you can complete our enquiry form and we will contact you.
Client Login
