What We Do

What We Do

Pensions & Retirement

We'll help to get you on track for a financially secure and care-free retirement, whether you are midway through your career, close to retirement age or have already retired.

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Estate Planning

We create bespoke estate planning strategies to make sure your wishes are followed upon death, maximising your beneficiaries' inheritance whilst minimising tax liabilities.

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Life Assurance

We design and source tailored life assurance or business protection insurance strategies to suit your needs, ensuring financial peace of mind for your family or business partners.

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Trusts

We provide trust creation, implementation and management services to cover a range of circumstances, utilising our knowledge and experience to find the right trust, for you.

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Financial Planning

We can help you with pensions and retirement, estate planning, investing for children and advice on your other lifestyle goals, with a holistic financial plan.

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Tax Planning

We take the complexity out of personal and corporate tax planning, delivering strategic services to minimise your liabilities and tax expenditure.

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Asset Management

We deliver specialist and comprehensive asset management strategies to meet investors' objectives within the modern investment landscape,

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Business Advice

We offer a range of services to suit the needs of limited companies, sole traders and partnerships, understanding the value of financial planning.

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Cashflow Modelling

We’ll help you to ensure you have the right provisions in place now, to enable you to make big decisions at the right time, to ensure you can meet your lifetime goals without your money running out.

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ISAs

Whether you’re saving for a special event, a big purchase or a rainy day, Individual Savings Accounts or ISAs provide a great way to make your money grow without attracting UK Income Tax or Capital Gains Tax.

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Get in touch today to speak to the Angell Mallinder team

Contact us

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Useful Links

Our Services

Our Services

Regulatory Statement

Angell Mallinder Limited is directly authorised and regulated by the Financial Conduct Authority (FCA).

Financial Services Register No: 496729.

Company Registration No: 6818411.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.