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Financial Advisors > Financial Advisers In > Financial Advisers By City > Financial Advisers In Wolverhampton > Newell Palmer & Associates

Newell Palmer & Associates

Newell Palmer & Associates
Address: Cleveland Court
Cleveland Street
Wolverhampton
West Midlands
Postcode: WV1 3HR
Email: info@newellpalmer.co.uk
Telephone: 0845 1302320
Website: http://www.newellpalmer.co.uk/
Financial Advisors By Type: Taxation Advice, Pensions Advice, Mortgage Advice, Life Insurance Advice, Investment Planning, Health Insurance Advice
Financial Advisors By Area: West Midlands Financial Advisers
Financial Advisors By City: Financial Advisers In Wolverhampton
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Description

We have Corporate financial consultants that specialise in the business market. Established in 1993 in Wolverhampton, the company has grown to become one of the most innovative, knowledgeable and solution conscious companies in the UK so much so that we have over 100 pension schemes that hold own commercial land or premises acheiving tax free growth.

Our typical client is a small to medium sized business which would turn over between £1million and £20million per year. We help businesses usully but not exclusively in the following areas:

  • Buying commercial land or buildings to attract 100% tax relief on it after that, followed by a tax free sale
  • Moving properties to or from personal or Ltd company ownership
  • Planning for an exit from the business or for when the exit has already happened
  • Purchase of property via a pension fund
  • Advising on shareholder comanies with typically 50/50 and 33/33/34 shareholdings.
  • Company and personal tax planning
  • Insuring the company against possible financial loss if a main key person of the company dies or is incapacitated.
There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.

Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.

In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise in certain areas of advice.

Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.

We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are the areas of specialist advice that we provide.
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