Who are Palm

Are you thinking about retiring, making an investment, buying a house, saving for the future or any other major financial decision?

Palm Financial Management have over 15 years' experience in the financial services industry and using this experience and knowledge can help you achieve your financial goals.

Our services range from the simple to the complex and we welcome every client to contact us for a free initial consultation. We pride ourselves on offering a bespoke and personalised service.


Whether you are looking for your first home, upsizing, downsizing or even just re-mortgaging, we can offer whole of market advice to suit your needs.

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Savings & Investments

What are you saving for?

Once we understand your needs, we will show you the options available to you as a saver or an investor. With choice from the entire market our solutions are bespoke to you as an individual. Our advice will show you the merits of our recommendations, taking into consideration your objectives, tax position and attitude to risk.