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Glenfield
I’m not your traditional Chartered Financial Planner; if you are looking for a professional, yet more relaxed and perhaps informal approach, I’d love to hear from you. I specialise in providing Independent Financial Advice to those people who: • Want to plan for their retirement; a financially secure retirement doesn’t happen by accident. I’ll use my financial planning experience to build you a plan that will allow you to finish work on your terms
Julie
What were the circumstances that caused you to look for a Financial Adviser?
on behalf of my elderly aunt after she was widowed. I was concerned that she should have high quality advice from an understanding advisor of the highest quality.
How did the financial adviser help you?
lena gave excellent advice after fully understanding my aunts needs.She carried out a detailed analysis and gave information in a straight forward and non patronising way.
What is your current situation? Have you seen the outcome you were hoping for?
The documents were clear and comprehensive. My aunts financial affairs are now in good order with an appropriate range of investments.
What could they have done better?
I really feel Lena has acted with professionalism throughout the process. She's also kind and compassionate towards a very elderly lady at a time of great sadness.
Glenfield
The Michael Ambrose Group provides quality financial planning advice to business owners and professionals. Through MAB Pensions Limited we also offer tailored SSAS administration services to SMEs from all over Great Britain. Established in 1982 the group continues to grow through organic growth and looks to form key partnerships with other advisers in order to achieve high quality client outcomes.
Glenfield
A tradition of excellence in independent financial advice Since the business was founded in 1982, Michael Ambrose Ltd. has been one of the best-kept secrets in the world of independent financial advice – and quite deliberately so. We are a Leicester-based business and have grown organically through referrals from fellow professional service providers such as solicitors and accountants, as well as by attracting many referrals from our existing clients.
Glenfield
We help individuals and families grow, protect, and pass on their wealth. Whether your financial needs are straightforward or more complex, our wealth management services are designed to help you capitalise on your financial position. Quilter Cheviot’s discretionary investment management services and Quilter Cheviot Financial Planning’s expert advice can help private clients, charities, trustees, and professional partners looking for highly personalised wealth management services.
Glenfield
We are Independent Financial Planners. We structure your money, so you can lead the life you want to live. Investment Philosophy Nobody really knows what’s going to happen in the future. Whether that’s tomorrow, next week, next year or in 20 years. Our job is to understand these uncertainties and build a financial strategy with the best chance of long-term success. Our approach to investing is based on Modern Portfolio Theory, which has three basic premises:
