We are totally independent and have the facilities to offer advice on all topics of investment, Group pensions, tax planning and protection. We are remunerated by charging fee’s or accepting commission from the providers.
The first appointment is complimentary to establish the client’s needs and our services. We also work alongside fellow professionals and can give connections for other financial areas including:
- Will and trust writing
- Discretionary Stockbroker services
- Legal work
- Corporate Finance
Angell Mallinder uses the knowledge of specialists in all financial areas, including accountantcy and legal work. Investment and property purchases via pension funds can be arranged by pensioneer trustees, we have an association with Greyfriars Asset Management who are happy to attend client meetings. We also subscribe to specialist compliance and fund management services to allow us to concentrate on giving quality financial advice and a complete service to our clients.