Business Details
29 Years
experience
Your Trusted Financial Advisers in Leicestershire
Established in 1997, Angell Mallinder is an independent financial advisory firm regulated by the Financial Conduct Authority (FCA). Our expertise spans pensions, tax planning, estate planning, and investment strategies, serving individuals and businesses across the UK. With a client-centric approach, we deliver tailored financial solutions grounded in over 25 years of industry experience. Our team of specialists works collaboratively to ensure long-term financial security for clients, leveraging a nationwide network of professionals.We prioritise transparency, integrity, and ongoing support through regular reviews and holistic financial planning. Our commitment to excellence has fostered growth primarily through client recommendations, reflecting our dedication to unbiased, market-wide advice. From our base in Leicestershire, we combine local roots with national reach to address diverse financial needs.
Services
Pensions & Retirement
Estate Planning
Life Assurance
Tax Planning
Asset Management
Business Advice
Cashflow Modelling
ISAs
Trusts
Financial Planning
Details
- Year established: 1997
Highlights and features
- We are regulated by the Financial Conduct Authority (FCA) for impartial advice.
- Our team has over 25 years of combined experience in financial planning.
- We offer tailored solutions for pensions, tax, and estate planning.
- Client relationships are maintained through regular reviews and transparent communication.
- We work with industry specialists to ensure comprehensive financial strategies.
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Financial Planning
We create holistic financial plans tailored to your goals, covering pensions, investments, and tax-efficient strategies. Our FCA-regulated advice ensures long-term security for individuals and businesses. With a focus on transparency, we deliver market-wide solutions to maximise your financial potential.
Estate Planning
Our bespoke estate planning services minimise tax liabilities while ensuring your assets are distributed according to your wishes. We design strategies to protect family inheritances and streamline probate processes, combining legal expertise with financial foresight for lasting peace of mind.
Tax Planning
We simplify complex tax planning for individuals and corporations, identifying legal strategies to reduce liabilities. Our approach balances compliance with innovative solutions, ensuring optimal financial outcomes aligned with evolving regulations and personal or business objectives.
Pensions & Retirement
We help clients build and manage pension portfolios tailored to their retirement goals. From pre-retirement planning to income drawdown strategies, our FCA-regulated advice ensures financial security and flexibility in later life, adapting to changing needs and market conditions.
Business Advice
We provide tailored financial solutions for businesses, including workplace pensions, tax planning, and protection policies. Our services support limited companies, sole traders, and partnerships in managing investments and liabilities, fostering sustainable growth through strategic financial management.
People
Mike Angell
Managing Director
Founder of Angell Mallinder in 1997, Mike specialises in pensions and investments. With a career spanning since 1984, he combines industry expertise with a client-focused approach. A keen golfer and adventurer, he brings strategic vision to the firm.
Steve Moore
Senior Financial Planner
Steve has over two decades of experience in financial services, focusing on tax and retirement planning. A Chartered status candidate, he constructs bespoke financial plans while balancing a passion for motorbiking and outdoor activities.
Paul Simpson
Director
Paul transitioned from rugby to financial services, becoming a director in 2004. He specialises in long-term investment strategies, helping clients balance lifestyle needs with financial security through hands-on advisory expertise.
Ben Angell
Servicing & Performance Manager
Ben, son of founder Mike, joined in 2006. He monitors fund performance and prepares reports while training to become an Independent Financial Adviser. His focus ensures clients receive data-driven insights for their portfolios.
Phil Parsons
Paraplanner & Technical Administrator
Phil joined in 2019, bringing retail management experience. With qualifications in financial planning, he supports advisers through technical analysis and compliance, ensuring accurate implementation of client strategies.
Questions
What services do Angell Mallinder offer?
We provide pensions, tax planning, estate management, investment advice, and business financial services tailored to individual and corporate needs.
Are Angell Mallinder regulated by the FCA?
Yes, we are directly authorised and regulated by the Financial Conduct Authority under registration number 496729.
Do you offer a free initial consultation?
Yes, we provide a complimentary appointment to assess your financial needs and discuss suitable strategies.
What areas do you serve?
We operate nationwide across the UK, with a local presence in Leicestershire since 1997.
How do you ensure transparent financial advice?
We adhere to FCA principles, conduct regular reviews, and maintain open communication to prioritise client interests.
