Newell Palmer

Independent Financial Adviser The Croft, Bruntsford Gate Business Park, Bromsgrove, Worcestershire, B60 4JE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
24th June 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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
Ree Josh
Financial Adviser
Mark Wilcox
Client Relationship Adviser
Aaron White
Financial Adviser
Accreditations
Certified Financial Planner
Garry Godwin
Financial Adviser
Matthew Williams
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Rob Casselden
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Steve Robertson
Financial Adviser
Ian Josh
Financial Adviser
Darren Mason
Financial Adviser
Matt Adams
Financial Adviser
Stephen Groves
Financial Adviser
What our clients say
Looking back now over nearly three years, we recollect that we intended our first encounter with NP to be our last. We had planned to close an ill performing existing investment account taken out under the auspices of a small IFA company subsequently acquired by NP. We were down to meet a certain Matthew Williams. Matthew proved to be an engaging well informed enthusiastic young man. In view of this initial impression, rather than severing fledgling ties, we listened to a few proposals based on our somewhat over cautious attitude to investing and have profited accordingly. His assuring advice over the years has stood us in good stead. We continue to be impressed at Matt's enthusiasm to progress in his chosen profession. We look forward to continuing our mutually beneficial relationship with Matt and NP in the coming years.
Mr and Mrs Hall, Worcestershire
Having a financial advisor you can trust has always been essential for me and happily John Lavender has always been exceptional. The service we receive from John has always been geared to what we need, taking into account our family needs and our attitude to risk. His communication is very good. The range of services provided by Newell Palmer is excellent and we are very happy to trust our financial advice with John.
Mr A Stubbs, Upper Longdon
We have known Ree now for some 7 years. She became our Financial Adviser when N&P took over from our previous advisers. This coincided with a very important time for my future financial planning as I was about to retire. Having conducted an in-depth interview with us to ascertain what our future plans were regarding our finances and explaining what N&P could provide, she produced an in depth report which laid out in easy to understand terms what our options were, having determined our attitude to risk. She then arranged to put the plans in place for us. We now look forward to our annual review with Ree and we welcome her into our home and think of her as a trusted friend, as well as our financial adviser. She is always totally professional and her advice is clear and concise. With our financial plans in place it has enabled us to enjoy our retirement safe in the knowledge that our finances are secure and this is with thanks to Ree.
Mr J McCreadie, Weston-Super-Mare
I have been using Matt Adams of Newell Palmer for around 15 years and have always found the advice and options that he sets out for me are clear, concise and a good fit for my personal situation. I feel exceptionally comfortable taking Matt’s advice and have recommended him to a number of friends and even my accountant who has also become a client. Giving financial advice on other people’s hard earned savings is not an easy task, and as such I feel it is of the upmost importance that you have full faith in the advisor and the portfolio of products they offer. In my mind, Matt and Newell Palmer tick every box and I would highly recommend their services.
Mr Harding, Henley-In-Arden
Garry (Godwin) has helped June and myself throughout our working relationship and has achieved a highly satisfactory income from his joint decisions on our meetings, whilst helping us to understand how, why and when we invest in what we have agreed upon. We remain in his debt and will continue to allow him to guide us throughout our relationship together. Thank you Garry and long may you continue helping us decide which path to tread.
Mr and Mrs J Butlin, Sutton Coldfield
Where to find us

The Croft, Bruntsford Gate Business Park, Bromsgrove, Worcestershire, B60 4JE

Make an enquiry
About us

With a twenty-year track-record Newell Palmer is one of the largest independent advice companies 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 Financial Planning Ltd are appointed representatives of Newell Palmer Group Ltd who are authorised and regulated by the Financial Conduct Authority.

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