Newell Palmer

Newell Palmer are a progressive financial planning firm, based predominantly in the Midlands. They have expanded exponentially over recent years and in 2015 completed their 35th business acquisition.

As, over time, they have become a larger firm, Newell Palmer came to ClientsFirst with a requirement for a marketing strategy to be delivered in tandem by ourselves and their internal marketing resource, with the aim being to keep in touch with their ever-growing client base. The company greatly value personal financial planning and wanted to ensure this was maintained as they grew in size.

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

Our flexible approach to Newell Palmer’s ongoing marketing means that we are on hand whenever a key message is needed; whether that be to do with market and investment performance, or a business change within the firm, such as a further acquisition. Newell Palmer have benefitted from this approach, with several client comments recognising their increased proactive communications, helping to foster connections between firm and clients.