Fee for service
Our investment and financial planning costs
are always estimated before we start
Our advice is client focused and not influenced
by product or service providers
Our insurance and risk management solutions
cover people and businesses
Families and businesses change
but their reliance on us doesn’t
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Newell Palmer is a privately owned financial advisory, renowned for providing advice and guidance without favour, and protection without compromise. We are strictly fee-for-service which means we are engaged by you and paid by you—avoiding any unsettling conflicts of interest.
Our success as financial advisors to individuals and small-medium businesses is based on identifying what each client needs. We then formulate a strategy to achieve, maintain and build upon it. Since 1983 clients have been relying on our expertise and foresight in strategic wealth management, including investment portfolios, insurance and mortgages. Our plans are tailored to encompass their short, medium and long-term aims—building on existing investments and advising on acquisitions to maintain financial security.
Investments, insurance, mortgages…
The Newell Palmer ensures there is time to sit with you—to explain, to guide and to recommend. This personal touch (in all of our financial advice) is fundamental to our success through the generations of a family and to the word-of-mouth referrals we enjoy from satisfied clients.