Newell Palmer

Independent Financial Adviser Cleveland Court, Cleveland Street, Wolverhampton, West Midlands, WV1 3HR
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
We provide Independent Financial Advice, where the client comes first. Our aim is to guide clients towards financial security.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Philip Stepp
Group Managing Director
Jeremy Baugh
Financial Adviser
David Prior
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Martyn Billings
Financial Adviser
Hayley Bayliss-Cotton
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Steven Cotterill
Financial Adviser
Samuel Gregory
Financial Adviser
Jenny Hubble
Financial Adviser
Tonia Hurst
Financial Adviser
Gemma Simpson
Financial Adviser
Nick Watton
Financial Adviser
Richard Worrall
Financial Adviser
Jason Barefoot
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Peter Bannister
Director
What our clients say
I have known Tonia Hurst for over twenty years. She is a very friendly and kind lady, who never minds going over things with me, as I am not up in the financial world, language or computers. I trust her to look after all my investments, and would recommend her to anybody.
Mrs Ferguson, Birmingham
We have known Nick for a number of years and he has always given excellent service and advice. We would find it difficult to attend our review meetings at your offices and Nick has always been happy to meet us at home outside office hours, something we are very grateful for. Testimony to the quality of the advice is how our investments have grown. We find Nick easy to talk to and his explanations of his advice are clear and concise, which is a tremendous aide to our decision making. We have always received a quality service from Newall Palmer and are more than happy with the performance of our investments. Whenever we have had contact with other staff members they have always been helpful, pleasant and efficient.
Mr and Mrs Abley, Telford
I should like to express my heartfelt thanks to your company, and particularly Mr. Martyn Billings for all the help and support I've received since becoming a client of the company several years ago when my previous financial advisor retired. My financial affairs have been rescued from the doldrums, and improved far beyond my expectations thanks to the quiet steady help and hard work put in by Mr Billings on my behalf. He has continually given me good advice and never failed to respond to any request I've made in a timely and helpful manner, which has engendered in me great trust in his judgement and gratitude for his good care of my investments. In short, I feel lucky to have found a safe place in which to entrust my ongoing financial affairs and should like to thank once again, the firm and Mr Billings for his expertise.
Mrs Kodis, Stone
When we first met Martyn our disparate investments were in need of consolidation. Martyn led us through that process. The subsequent sound performance of our revised investments through difficult years is testament to Martyn’s ability as a wealth manager. He has assisted with our transition into retirement, providing sound advice on the creation of tax efficient income and on IHT planning. Martyn has a calm and patient manner which is appreciated by us.
Mr and Mrs Shepherd, Stafford
We were introduced to Newell Palmer by Ian Cameron of Cameron McDonald when he retired, having been a client of his since the early 70’s. Ian said that he had looked at a suitable organisation to take over the interest of his clients, and he recommended Newell Palmer. Long experience of Ian’s good advice encouraged us to do this, and we are not in any way disappointed with the result. Our regular contact is Martyn Billings; he is easily reached by phone or email, providing helpful support when it is needed. He was particularly helpful in our situation with regard to Inheritance tax and its implications. Our portfolio has continued to grow, even in the current challenging market and our confidence is evident as we have recently invested additional funds with Martyn’s help, which is much appreciated.
Mr and Mrs Baker, Stoke-on-Trent
Where to find us

Cleveland Court, Cleveland Street, Wolverhampton, West Midlands, WV1 3HR

Make an enquiry
About us

With a twenty-year track-record Newell Palmer is one of the largest independent financial advice companies in the West Midlands.

Our services

Our specialist teams operate from three offices; Wolverhampton, Bromsgrove and Nuneaton providing individuals, enterprises and trustees with expert, bespoke, advice that helps secure their financial futures.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Newell Palmer & Associates Limited is an appointed representatives of Newell Palmer Limited, which is authorised and regulated by the Financial Conduct Authority.

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