Angell Mallinder
AM
Financial Advisors
Angell Mallinder
6 High St, Loughborough LE12 8PY
# Angell Mallinder
Angell Mallinder is a financial planning and advisory firm based in Loughborough that specialises in comprehensive wealth management and protection strategies for individuals and businesses. The firm combines years of expertise across multiple financial disciplines to help clients navigate complex financial decisions and secure their future.
The business serves a diverse clientele, from individuals planning their retirement and protecting their families to business owners managing workplace pensions and tax liabilities. They work with clients at various life stages, whether building wealth, protecting assets, or transferring them efficiently to the next generation.
What distinguishes Angell Mallinder is their bespoke, consultative approach. Rather than offering one-size-fits-all solutions, they tailor their service to match each client's specific financial circumstances and goals. Their specialists work alongside top UK insurers to source optimal life assurance policies and demonstrate genuine understanding of clients' requirements through free initial consultations. This personal approach extends to trust and estate planning, where they navigate the complexities of different trust types and applications to ensure clients' intentions are preserved both during their lifetime and beyond.
The firm's integrated service offering is particularly valuable—clients benefit from coordinated advice across pensions, investments, protection, and tax planning rather than fragmented guidance. Whether minimising inheritance tax, streamlining probate processes, or establishing workplace pension schemes, Angell Mallinder positions itself as a knowledgeable partner committed to protecting and growing wealth effectively.
Angell Mallinder is a financial planning and advisory firm based in Loughborough that specialises in comprehensive wealth management and protection strategies for individuals and businesses. The firm combines years of expertise across multiple financial disciplines to help clients navigate complex financial decisions and secure their future.
The business serves a diverse clientele, from individuals planning their retirement and protecting their families to business owners managing workplace pensions and tax liabilities. They work with clients at various life stages, whether building wealth, protecting assets, or transferring them efficiently to the next generation.
What distinguishes Angell Mallinder is their bespoke, consultative approach. Rather than offering one-size-fits-all solutions, they tailor their service to match each client's specific financial circumstances and goals. Their specialists work alongside top UK insurers to source optimal life assurance policies and demonstrate genuine understanding of clients' requirements through free initial consultations. This personal approach extends to trust and estate planning, where they navigate the complexities of different trust types and applications to ensure clients' intentions are preserved both during their lifetime and beyond.
The firm's integrated service offering is particularly valuable—clients benefit from coordinated advice across pensions, investments, protection, and tax planning rather than fragmented guidance. Whether minimising inheritance tax, streamlining probate processes, or establishing workplace pension schemes, Angell Mallinder positions itself as a knowledgeable partner committed to protecting and growing wealth effectively.
Services offered
Pension planning and retirementLife assurance and protection insuranceTrust creation and administrationEstate planning and inheritance tax planningBusiness protection insuranceWorkplace pensionsInvestment managementTax liability planning