Ambrose Michael Ltd

Michael Ambrose Limited is a Leicester-based business that has been providing independent financial advice since 1982. We have built our reputation on providing an honest, transparent, and client-focused approach, which has allowed us to grow organically through referrals from satisfied clients and professional service providers.

Our business is centered around our clients' needs, and we provide individually-tailored services across a wide range of financial planning areas. Our team of Chartered advisers are skilled in the areas of Investment, Pensions, Protection, and Estate Planning. We are dedicated to helping our clients at every stage of their financial journey and are committed to ensuring that they get the very best from the financial services industry.

At Michael Ambrose Limited, we act for our clients and their interests alone. Our focus is on client needs rather than on products, and it is important that the 'chemistry' is right between us and our clients so that we can establish a strong and long-lasting working relationship. Our team of experienced advisers, administrators, and support staff are all dedicated to providing a high-quality service that meets our clients' needs.

Our Services

At Michael Ambrose Limited, we offer a wide range of financial planning services that are tailored to meet our clients' needs. Our services include:

Financial Planning

Our financial planning service is designed to help our clients achieve their financial goals and aspirations. We work with our clients to develop a comprehensive financial plan that takes into account their current financial situation, future goals, and risk tolerance. Our financial planning service includes cash flow planning, retirement planning, tax planning, and estate planning.

Investment

Our investment service is designed to help our clients grow their wealth in a tax-efficient and cost-effective manner. We provide investment advice that is tailored to our clients' risk tolerance, investment horizon, and financial goals. Our investment service includes portfolio management, asset allocation, and investment research.

Pensions

Our pension service is designed to help our clients plan for their retirement. We provide advice on all aspects of pension planning, including personal pensions, stakeholder pensions, self-invested personal pensions (SIPPs), and small self-administered schemes (SSASs). We help our clients choose the right pension scheme, make contributions, and manage their pension investments.

Protection

Our protection service is designed to help our clients protect their income, assets, and loved ones. We provide advice on all aspects of protection planning, including life insurance, critical illness insurance, income protection insurance, and private medical insurance. We help our clients choose the right level of coverage, the best insurance provider, and manage their insurance policies.

At Michael Ambrose Limited, we are committed to helping our clients make informed decisions about their finances. Our team of experienced advisers, administrators, and support staff are dedicated to providing a high-quality service that meets our clients' needs. We are authorized and regulated by the Financial Conduct Authority, and we are not tied to any insurance company, bank, or other financial service provider.