"The service we have received from N&G over the years has been excellent to say the least. Their twice yearly visits to review our portfolio, reporting, and submitting recommendations is of tremendous value, ensuring we are
constantly alerted to the ever
changing market place."
About Us
Newton & Garner Investments was established in 1998 by Peter Montague, after five years working in the city for a large national financial adviser firm. The practice was established to focus on providing a high level of ongoing service and advice to clients, in contrast to many adviser businesses at the time. The Private Client service has evolved from our commitment to client service.
The business converted to a limited company, Newton & Garner Investment & Pensions Ltd in 2001, and Peter was joined by Sam Whybrow late in 2003. Sam has worked in the financial services industry for many years starting at grass roots level, and has progressed to a full advisory role. Sam has a Diploma in Financial Planning from the Chartered Insurance Institute. The company is committed to achieving Chartered Financial Planning status.