Newell Palmer

Newell Palmer is a progressive financial planning firm, based in the Midlands. It’s expanded exponentially over recent years and in 2017 added another five business acquisitions to its already impressive total.

As it increased in size, Newell Palmer approached ClientsFirst with a requirement for a marketing strategy that could be delivered in tandem by ourselves and its internal marketing resource, and would enable it to keep in touch with its ever-growing client base. The company greatly values personal financial planning and wanted to ensure this was maintained as it grew.


Our solution included a new website which emphasises personal connections within the firm and an ongoing marketing strategy which ensures clients are communicated with regularly about changes both large and small.

Our flexible approach on a project by project basis means that we are on hand whenever a key message is needed; whether that’s to do with market and investment performance or a business change within the firm, such as a further acquisition.


Newell Palmer has benefitted from this strategy with client feedback recognising its increased proactive communications. These have strengthened the connections between firm and clients over time and have contributed to increased engagement levels.

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Demonstrating ROI to the board

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