Introducing Palm Financial

Palm Financial is a member of the St. James's Place Partnership specialising in meeting the broad financial needs of our clients.

With over 50 years’ experience we are clear that, whilst on the face of it clients may have the same concerns, they require individual solutions and not an “off the shelf” product led approach. Our philosophy has consistently been focused on building and maintaining a long term relationship with our clients who want the security of knowing we will provide reliable advice and guidance on their financial planning needs.

Clients appreciate that we never lose sight of two fundamentals:
1. Most of the financial arena is overly complicated ~ we aim to simplify this to increase understanding to allow informed decisions.
2. It is their money!

We hope you find our website of use. Please feel free to contact us. We look forward to helping you.

Peppi Appella
DIP PFS CEMAP		Graham Lowden