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Who We Are
Welcome to Angell Mallinder Ltd
Angell Mallinder is a firm of independent financial advisers with the facility to offer advice on all topics of investment, group pensions, tax planning, protection and more. Directly authorised and regulated by the Financial Conduct Authority, our advice is unbiased and objective, with solutions sourced from the whole market rather than from a small, limited panel. With local roots in Leicestershire and a national presence across the UK, we're proud to have served our clients since 1997.
With our experience spanning the entire financial services arena, we're able to provide a tailor-made solution specific to your needs and objectives across your lifetime - whether you are seeking to create an investment portfolio, want to plan for a tax-efficient retirement strategy, or require estate planning solutions. Through our strong business network developed over decades, we work alongside specialists in all financial areas including discretionary stockbroker services, legal work and accountancy. We also subscribe to specialist compliance and fund management services, allowing us to concentrate on giving quality financial advice and a holistic service to our clients.
Working with individuals, sole traders, partnerships, contractors, limited companies, professionals and high net worth clients, we provide an initial complimentary appointment to establish your financial needs and discuss suitable services. During out first meeting, either within our office in Barrow-upon-Soar, via telephone or at your home or place of work, we will document your current situation and requirements, creating a base of information upon which we can ensure that our advice is appropriate and tailored to you.
Dedicated to your financial success
FCA Authorised
The Financial Conduct Authority is the conduct regulator for financial services firms across the UK. FCA Authorised firms such as Angell Mallinder must operate in the best interests of their clients at all times and uphold industry integrity, consistently demonstrating adherence to FCA standards.
Treating You Fairly
Angell Mallinder fully endorses the FCA's principles of Treating Customers Fairly, striving to achieve each outcome by perfecting our service standards and continually improving our transparency. We conduct ongoing reviews of our work practices and advice processes to provide a fair working model.
Valued Relationships
At Angell Mallinder, we take the time to know you, and properly understand your financial requirements and unique situation, providing services that are always in your best interest. Dedicated to open communication, mutual trust and proactive planning, we strive to maintain our position as a leading IFA.
Introducing the Angell Mallinder team
A dedicated group of specialists with experience spanning the financial industry
Mike Angell
Managing Director
Founding the company in 1997, Mike was the Midlands Area Manager for Clerical Medical Investment Group having worked within the Financial Services sector since 1984. Mike specialises in pensions and investments and sets up the quarterly risk-graded portfolios.
An ex-rugby player, Mike is a very keen golfer and former club captain. He enjoys travelling and long treks, having climbed Mount Kilamanjo, Mount Fuji and Macchu Pichu together with the four UK peaks back-to-back. In his spare time, Mike also likes to ride his Harley Davidson.
Steve Moore
Senior Financial Planner
Having worked in the financial service industry since the late 90s, Steve worked initially for Abbey Life and Canada Life before becoming an Independent Financial Adviser. Working with a large range of clients, Steve enjoys problem-solving and constructing bespoke financial plans, specialising in tax and retirement planning.
Working towards Chartered status allows Steve to remain at the forefront of technical knowledge, and apply his expertise to his clients’ requirements. In his own words, Steve is a keen but poor golfer, enjoying motorbiking, cooking and keeping active by walking with his Jack Russell pup Dudley.
Paul Simpson
Director
Having left Newcastle Poly, I decided to embark on a sales career whilst playing for Gosforth Rugby. Following the successful Baa Baas Easter tour of ’82, I moved to Bath. Playing rugby for Bath and England in the halcyon days before professional rugby meant working for a living, so I joined the financial services industry. Over the next 18 years, I had a number of sales and management roles until doing the right thing and becoming an IFA. In 2004, I became the director of one of the leading boutique wealth managers in the country. My colleagues and I work closely with our clients on a hands-on basis to help them achieve their long-term goals and ambitions. I strive to enable my clients to balance current lifestyle, family and financial needs whilst working with them to build a portfolio of investments to meet their future financial needs and security.
Ben Angell
Servicing & Performance Manager
Ben is the son of founder Mike Angell, joining the company in 2006. He is responsible for preparing the annual and valuation reports, in addition to monitoring funds and performance.
Currently studying for industry qualifications, Ben is now training to be an Independent Financial Adviser. In his spare time, Ben enjoys golf and fishing, and is married with a son and daughter.
Phil Parsons
Paraplanner & Technical Administrator
Phil has been part of the Angell Mallinder team since 2019, working as a Paraplanner & Technical Administrator with a Diploma in Regulated Financial Planning and mortgage adviser qualifications.
Leaving college with a Business Management degree, Phil worked as a retail manager from 2002 to 2017 for Northcliffe Retail Limited.
Tracy Walker
Company Secretary
Joining the company in 2016, Tracy worked for Barclays Bank for nearly 20 years before taking a career break to raise her two daughters.
Originally from Yorkshire, Tracy relocated to the Midlands in 2008, where she then took on a variety of roles working for both Santander and Post Office counters.
Our Professional Contacts
To provide our clients with advice across all aspects of financial planning,
we are proud to work with industry-leading professionals across the UK, including:
Valerie Hobson, Paraplanner
Gary Petersen, Compliance at GP Consultancy
Carl Whitehead, Accountant at TaxAssist
Barry Webster, Solicitor
Asset Intelligence Fund Research
Valerie Hobson, Paraplanner
Gary Petersen, Compliance at GP Consultancy
Carl Whitehead, Accountant at TaxAssist
Barry Webster, Solicitor
Asset Intelligence Fund Research
Get in touch today to speak to the Angell Mallinder team
Contact Us
- 01509 416664
- mike@angellmallinder.co.uk
- 6 High Street, Barrow upon Soar, Leicestershire, LE12 8PY
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