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


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

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Newell Palmer Valuation & Funding

Deal Type Date Amount Valuation/
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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