Newell Palmer Overview
- Year Founded
-
1993
- Status
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Acquired/Merged
- Employees
-
7
- Latest Deal Type
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M&A
- Financing Rounds
-
1
- Investments
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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
Website
www.newellpalmer.co.ukCorporate Office
- Bridge House Bridge
- Reading RG1 8LS
- England, United Kingdom
Corporate Office
- Bridge House Bridge
- Reading RG1 8LS
- England, United Kingdom
Newell Palmer Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Newell Palmer Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Newell Palmer Investments & Acquisitions (19)
Newell Palmer’s most recent deal was a Merger/Acquisition with Sense Wealth Management. The deal was made on 17-Oct-2018.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Sense Wealth Management | 17-Oct-2018 | Merger/Acquisition | Other Financial Services | ||
| HIA International (Financial Services) | 20-Apr-2018 | Merger/Acquisition | Consulting Services (B2B) | ||
| Moneyfax fps | 12-Mar-2018 | Merger/Acquisition | Other Commercial Services | ||
| Coventry IFA | 20-Dec-2017 | Corporate Asset Purchase | Buildings and Property | ||
| Haven IFA | 24-Nov-2017 | Merger/Acquisition | Other Financial Services |
Newell Palmer Exits (1)
Newell Palmer’s most recent exit was on 19-Aug-2015 from Vale Financial Services. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Vale Financial Services | 19-Aug-2015 | Completed |
|
Newell Palmer Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Haven IFA | Sale, United Kingdom | 2005 |
Newell Palmer FAQs
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When was Newell Palmer founded?
Newell Palmer was founded in 1993.
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Where is Newell Palmer headquartered?
Newell Palmer is headquartered in Reading, United Kingdom.
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What is the size of Newell Palmer?
Newell Palmer has 7 total employees.
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What industry is Newell Palmer in?
Newell Palmer’s primary industry is Other Insurance.
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Is Newell Palmer a private or public company?
Newell Palmer is a Private company.
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What is Newell Palmer’s current revenue?
The current revenue for Newell Palmer is .
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When was Newell Palmer acquired?
Newell Palmer was acquired on 10-Dec-2018.
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Who acquired Newell Palmer?
Newell Palmer was acquired by Ascot Lloyd.
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