Doyle & Palmer Wealth Management Ltd

Doyle & Palmer Wealth Management Ltd We are a Financial Advice firm offering you honest, unbiased advice on many aspects of both personal

Supported with an exceptional team we are here to provide you with financial planning not only for today, but for tomorrow, the next day and the unexpected.

26/11/2025

AUTUMN BUDGET HIGHLIGHTS

📣 National Living Wage increase

📣 Salary Sacrificed Pension Contribution limits

📣 Rail Fare Freeze

📣 Help to Buy Scheme made Permanent from 2028

📣 Full £20k Cash ISA Allowance with £8k exclusively for Investment excluding over 65s

📣 Tax increase to property, savings and dividends income

📣 Income Tax Threshold - frozen until 2031

📣 A new mansion tax on homes worth over £2m

📣 Mileage charges to electric and plug-in hybrid cars

📣 State Pension Rises in line with average wages

A new year brings with it a desire for some fresh thinking, and in January many start to ponder the lifestyle they want ...
31/12/2023

A new year brings with it a desire for some fresh thinking, and in January many start to ponder the lifestyle they want and how they might get there.

Our advisers span the UK and thanks to our commitment to providing the support they need to excel in their roles, they offer some of the most up to date and innovative wealth management guidance around.

What's more, we make sure we keep everything simple, transparent, and will happily answer any questions you have along the way.

Bear us in mind if you are thinking about a 'new year new money-you'!

🌳 From all of us at Doyle & Palmer we wish you a Happy New Year 🌳

07/11/2023

Tickets are now available for Christmas Party at Curdridge Reading Room, on Friday 8th December 2023. Click the link for further information and to secure your tickets now!

06/11/2023

Delighted to reveal another handful of wonderful, local organisations that will be taking part in this year's Festival of Christmas Trees:

🌲CPJ COOPER & SON
At Cooper & Son we are someone who will caringly guide you through the process of arranging a funeral that is personalised and unique, whether you are helping to organise the funeral of a loved one, or simply planning ahead for your own. www.cpjfield.co.uk

🌲CRANWELL WEALTH SOLUTIONS
We provide comprehensive financial planning and wealth management services, helping individuals and businesses to achieve their financial goals www.cranwellws.co.uk

🌲DAWSON HART SOLICITORS
Here at Dawson Hart, we are an established law firm in East Sussex, offering a wide range of legal services, including commercial advice on business agreements and employment law, as well as assistance with family matters and injury claims. We prioritize professionalism and a personal approach for all our clients, and have an excellent record of satisfaction. For any enquiries please call us on 01825 762281 or visit www.dawson-hart.co.uk. We would be happy to help. www.dawson-hart.co.uk

🌲DJ BRICKWORK
Local general building and construction company www.website--6209372427911046961-constructioncompany.business.site

🌲DOYLE & PALMER WEALTH MANAGEMENT LTD
Independent Financial Advice. www.doyleandpalmerwealth.com

In support of the wonderful LOCAL organisations, schools and charities that will be taking part in this year’s Festival of Christmas Trees, we will be doing a ‘Daily Sponsor Reveal’. We can’t wait to see how they’ll be decorating their tree this year!

01/06/2023

We couldn't run our annual community Fun Day and Motorcade without our wonderful sponsors and supporters.
White & Guard have supported us for years as our Main Sponsor for which we are very grateful.
This year we are also very kinkly supported by Doyle & Palmer Wealth Management Ltd, Viking Garages and Hydrotherapy Four Paws .

As financial advisers, our success depends on building successful long term relationships with clients. Honesty, integri...
13/04/2023

As financial advisers, our success depends on building successful long term relationships with clients. Honesty, integrity, good service, going the extra mile - these are the things we believe matter to you, and these are the guiding principles that underpin our approach to business.
As an Independent Financial Adviser I am not tied to any particular provider and can advise you on products from across the whole market. I will always take a rounded view of the options – considering factors such as charges, customer service and financial resilience. This means I will offer the most suitable solutions for your individual needs and circumstances.

🐣 Happy Easter 🐣 To all our clients, friends and family
07/04/2023

🐣 Happy Easter 🐣 To all our clients, friends and family

08/03/2023

💗 HAPPY WOMENS DAY 💗

Celebrating our team of fabulous women in financial services at Doyle & Palmer Wealth Management.

The death of Her Majesty The Queen last Thursday has been a source of grief across the nation, the Commonwealth and the ...
14/09/2022

The death of Her Majesty The Queen last Thursday has been a source of grief across the nation, the Commonwealth and the world.

As the nation is now readying itself for the Queens state funeral on Monday 19th September and as a mark of our respect we will be closing our offices at Doyle and Palmer Wealth Management. We will reopen on Tuesday 20th September.

May we send our warm wishes and greatest sympathies to King Charles III and to the Royal Family.

We would also like to extend this message to all our clients during this time for reflection and gratitude for the life of Queen Elizabeth II.

19/08/2022

🌳Doyle & Palmer would like to welcome Ami Austin to the team🌳

About Ami
Following a 12-year career in the property sector, I am now excited to explore a new challenge within the Financial Services Industry. I am currently working towards obtaining a Diploma in Regulated Financial Planning and a Certificate in Mortgage Advice.

Outside of work I have two young children and as a family we love spending time at the beach with friends.

I enjoy running and have completed various events including the London Marathon.

We are extremely proud to announce that one of our advisers at Doyle & Palmer Wealth - Edward Morell, received a Disting...
03/08/2022

We are extremely proud to announce that one of our advisers at Doyle & Palmer Wealth - Edward Morell, received a Distinguished Service Award from the Chartered Insurance Institute (CII) at the 2022 Volunteer awards in Birmingham this year.

This was for his work as Professional Qualifications Officer for the Personal Finance Society (PFS) Hants and Dorset Region, in setting up the most comprehensive programme of Financial Services related online pre-exam training days for their PFS members. This he organised along with PFS Thames Valley and PFS Surrey Regions on a tri regional basis and is recognised as offering the best exam support to PFS members out of all 26 PFS Regions in the UK.

Very well done Edward! Keep up the good work!

Address

Cams Hall, Cams Hill
Fareham
PO168AB

Telephone

+441329227421

Website

Alerts

Be the first to know and let us send you an email when Doyle & Palmer Wealth Management Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Doyle & Palmer Wealth Management Ltd:

Shortcuts

Share

Category