About

Crombies Financial Services Limited was established in 2001. Being part of a larger group of Companies, the Newell Palmer Group, we are small enough to deliver an individual and bespoke service to our clients, whilst enjoying the support, buying power and access to additional services which come from being part of a Group. Our Group Mission Statement sets out our aims very succinctly:

"We provide Independent Financial Advice, where the client comes first. Our aim is to guide clients towards financial security."

Initially we specialised in providing financial services to small and medium sized business owners, however the business has grown and evolved since those early days, both organically and through acquisition. As a result, we now provide financial services to both personal investment clients and businesses.

All our team believe that successful financial advice is about meeting clients’ objectives and goals, so they can live the lifestyle they desire. Our expert advisers carefully listen to our clients’ needs and after assessing their financial situation will help find a solution that best suits their requirements.

We have developed a Portfolio Monitoring Service - "enhance" - which allows us to keep investment and pension funds monitored and reviewed on a regular, structured basis for clients who wish to benefit from this.