Newell Palmer Overview

  • Founded
  • 1993

  • 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 Financial Services
Primary 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
00000 000000 17-Oct-2018 0000000000 Other Financial Services 00000 000
000 000000000 20-Apr-2018 0000000000 Consulting Services (B2B) 00000 000
00000000 000 12-Mar-2018 0000000000 Other Commercial Services 00000 000
00000000 000 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
00000 000 Other Financial Services Sale, United Kingdom 0000
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Newell Palmer Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000 000000000 000 19-Aug-2015 000000000000000000 Completed
  • 000000 000000
To view Newell Palmer’s complete exits history, request access »