Empowering your financial freedom, one decision at a time.
At Angell Mallinder, we pride ourselves on being a reputable, independent financial advisory firm, established in 1997. Our team of expertly trained professionals has a wealth of experience in providing bespoke financial solutions to both personal and corporate clients. We are dedicated to delivering outstanding service, tailored to meet the unique needs of each individual and business we work with.
Our Services
We offer a comprehensive range of services designed to meet the financial aspirations of our clients. From pensions and retirement planning to estate planning, trust creation, and business advice, we take a holistic approach to ensuring our clients' financial well-being. Our expertise includes:
Pensions & Retirement
With years of experience and expertise, we'll help you build up and draw down funds for a comfortable retirement. We utilise pensions and other investment strategies to make your retirement dreams a reality.
Life Assurance
We understand the importance of arranging a life assurance or protection policy as part of the financial planning process. Our specialists will source the best possible life assurance policy for you, fully understanding your requirements with a complimentary initial consultation.
Trust Creation & Management
Trusts play a vital role in planning for the future, helping you protect your assets and making sure your intentions are crystal clear, both while you are still alive and after your death. We're experienced in creating and administering a wide variety of trust types, scenarios, and applications, providing the expertise and knowledge you'll need to find the right trust for your unique situation.
Estate Planning
A bespoke estate planning solution can help you pass more of your assets onto family, friends, or business partners without incurring significant tax bills or lengthy delays from probate.
Business Advice
We offer a range of specialist services to all sizes of businesses, tailoring our service approach to match your financial and investment needs. This includes business protection, workplace pensions, and tax liabilities.
Service Focused Ethics
As a client-centric business, we embed honesty and integrity into every aspect of our work. We're committed to providing a transparent and flexible service that meets the individual needs of each client.
Our Expertise
Our team is comprised of experienced financial experts, each dedicating their time and expertise to ensure our clients receive exceptional service. We've built a reputation on client satisfaction, with a high percentage of our business generated through word-of-mouth referrals.
Financial Misconduct Allegations
The reviewer alleges that the financial institution in question has engaged in unethical practices, prioritizing their own financial gain over the well-being of their clients. Specifically, they claim that the institution invested their elderly parents' life savings in funds with exorbitant expense ratios, thereby enriching themselves at the expense of their clients.
Exploitation of Vulnerable Clients
The reviewer expresses outrage and disappointment, stating that the institution's actions are an "absolute disgrace". This suggests that the reviewer feels that the institution has taken advantage of their parents' vulnerability and trust, leading to financial harm.
