Newell Palmer Overview

  • Year Founded
  • 1993

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

  • Investments
  • 19

Newell Palmer General Information

Description

Newell Palmer was an operator of an independent financial adviser company. The company's business financial planning services in the areas of pension planning, including self-invested pensions and small self-administered schemes, directors and executive retirement planning, group pension scheme, associated employee benefits and shareholder protection, succession planning and key person protection.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Insurance
Acquirer
Corporate Office
  • Bridge House Bridge
  • Reading RG1 8LS
  • England, United Kingdom

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Newell Palmer Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Newell Palmer Investments & Acquisitions (19)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Sense Wealth Management 17-Oct-2018 0000000000 Other Financial Services 00000 000
HIA International (Financial Services) 20-Apr-2018 0000000000 Consulting Services (B2B) 00000 000
Moneyfax fps 12-Mar-2018 0000000000 Other Commercial Services 00000 000
Coventry IFA 20-Dec-2017 000000000 Buildings and Property 00000 000
Haven IFA 24-Nov-2017 Merger/Acquisition Other Financial Services 00000 000
You’re viewing 5 of 19 investments and acquisitions. Get the full list »

Newell Palmer Subsidiaries (1)

Company Name Industry Location Founded
Haven IFA Other Financial Services Sale, United Kingdom 0000
To view Newell Palmer’s complete subsidiaries history, request access »

Newell Palmer Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
Vale Financial Services 19-Aug-2015 000000000000000000 Completed
  • 000000 000000
To view Newell Palmer’s complete exits history, request access »

Newell Palmer FAQs

  • When was Newell Palmer founded?

    Newell Palmer was founded in 1993.

  • Where is Newell Palmer headquartered?

    Newell Palmer is headquartered in Reading, United Kingdom.

  • What industry is Newell Palmer in?

    Newell Palmer’s primary industry is Other Insurance.

  • Is Newell Palmer a private or public company?

    Newell Palmer is a Private company.

  • What is Newell Palmer’s current revenue?

    The current revenue for Newell Palmer is 000000.

  • When was Newell Palmer acquired?

    Newell Palmer was acquired on 10-Dec-2018.

  • Who acquired Newell Palmer?

    Newell Palmer was acquired by Ascot Lloyd.

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