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Welcome to Angell Mallinder Limited

*24 hour access for online valuations via Client Login.*

Bespoke Financial Management Service:

  • Fact finding to understand personal situation
  • Draw up financial plans
  • Asset allocation
  • Fund selection
  • Fund research
  • Monitor fund performance and other issues
  • Tax planning including IHT,CGT,Income tax allowances
  • Regular reviews
  • Independent advice on legislative changes
  • Information and regular advice on changes
  • Information tax changes
  • Implement agreed changes
  • Rebalance portfolios
  • Face to face advice meetings
  • Respond to calls, email, letters
  • Assess and discuss attitude to risk
  • Devise investment strategies
  • Supply information for tax returns
  • Provide regular valuations for portfolios
  • Bench marking of fund performance
  • Maintain records
  • Advise providers of changes
  • Monitor progress toward financial goals
  • Liaise with other professionals as required
  • Insure adequate life/illness/disability cover
  • Review portfolio to ensure best terms available

If you have a complaint you have the right to contact the Financial Ombudsman Service at:

The Financial Ombudsman Service, Exchange Tower. LONDON E14 9SR

complaint.info@financial-ombudsman.org.uk

Telephone: 0207 964 1000

Home | Contact Us | About Us | The Service | The Team
Angell Mallinder LTD

Phone:Tel: 01509 416664
e-mail :mike@angellmallinder.co.uk

FCA No. 496729 : Registered in England, registered No. 06818411: