Although the firm itself is new, it comes equipped with over thirty years of experience in the industry.

Partners Dave Hawker and Kieran Palmer previously worked as Independent Financial Advisers within the Private Client division of a well known Global Bank.
This has provided us with the knowledge and experience to deal with individuals, trustees and businesses in all areas of the financial spectrum including:-

Inheritance Tax Planning
Investments
Pensions
Trusts
Mortgages
Commercial Finance
Life Assurance and Protection

As well as being business partners, we are brothers-in-law who live locally. Our aim is to establish a well respected family business combining modern solutions with traditional values, where clients can expect a professional personal service in a relaxed environment.

Whether you wish to review your existing financial arrangements or want to start planning for the first time, Hawker and Palmer IFA will be happy to advise you.

Dave and Kieran invite you to take a fresh look at your finances with a free initial consultation which can be arranged by calling Hawker and Palmer IFA on 01934 861222.

One thing we would like to add is how welcome we have been made to feel by the people of Wrington since moving in.

I know this might sound a bit cheesy, but both Dave and I have been totally surprised by the number of people who have just called in to say hello – something which is really appreciated when opening a new business in a small village.
Kieran Palmer