Angell Mallinder

Our Story

At Angell Mallinder, we've been dedicated to providing our clients with expert financial guidance since 1997. With a team of experienced professionals, we've established ourselves as a trusted and independent financial advisory firm based in Leicestershire. Our mission is to deliver bespoke financial solutions, tailored to each individual's or business's unique needs, ensuring they achieve their long-term goals.

Pensions & Retirement

We help individuals create a comfortable retirement lifestyle by utilising pensions and other investment strategies. Whether you're midway through your career, nearing retirement age, or already retired, we'll guide you in building up and drawing down funds to ensure a financially secure and care-free retirement.

Life Assurance

Our experts specialise in arranging life assurance or business protection policies to provide financial peace of mind for family members or business partners. With years of experience and expertise, we'll source the best possible policy for your specific needs, understanding your unique requirements through a free initial consultation.

Trust Creation & Management

Trusts play a vital role in planning for the future, enabling individuals to protect their assets and ensure their intentions are clear, both during their lifetime and after their passing. Our expertise in creating and administering various trust types will help you find the right trust for your specific circumstances.

Estate Planning

Our bespoke estate planning strategies ensure your wishes are carried out upon your passing, maximising your beneficiaries' inheritance while minimising tax liabilities. By creating a tailored plan, you can pass on your assets to loved ones without incurring significant tax bills or lengthy probate delays.

Business Advice

We offer a range of specialist services to businesses of all sizes, tailoring our approach to match your financial and investment needs. Our team covers key aspects, including business protection, workplace pensions, and tax liabilities, ensuring your business remains financially secure and prosperous.

Tax Planning

We simplify the complexity of personal and corporate tax planning, providing strategic services to minimise your tax liabilities and expenditure. Our experts will work closely with you to ensure your tax obligations are met, enabling you to focus on your business or personal goals.

Asset Management

Our comprehensive asset management strategies cater to individual investors' objectives within the modern investment landscape. With a deep understanding of the market and a focus on protecting your wealth, we'll help you achieve your financial goals.

Financial Planning

We'll help you navigate the complexities of financial planning, creating a holistic plan that covers pensions and retirement, estate planning, investing for children, and lifestyle goals. Our experienced team will provide expert guidance to ensure your financial future is secure and prosperous.

Cash Flow Modelling

Our cash flow modelling services will help you ensure you have the necessary provisions in place to make big decisions at the right time, ensuring you can meet your lifetime goals without your money running out.

Why Choose Us?

At Angell Mallinder, we're dedicated to providing our clients with the highest level of expertise, professionalism, and customer service. Our commitment to integrity, fairness, transparency, and responsibility ensures a stress-free experience, with a promise of honesty and open communication throughout our relationship.