Michael Ambrose Ltd

A tradition of excellence in independent financial services

We are a Leicester-based business and have grown organically through referrals from fellow professional service providers and existing clients, owing to our honest and transparent approach. Our business is totally client-orientated and we provide individually-tailored and independent services for our clients.

We believe that the very best advice can only be achieved through a combination of technical expertise and a thorough, detailed and up to date understanding of your needs. Your current situation, your desired situation in the future and your attitude towards investment risk are all key components of our planning with you. All of our advice is Chartered and independent and our recommendations will be tailored to meeting your financial objectives.

We start by determining your most immediate needs and follow our financial planning process to deliver a robust plan for us to work on together. Everything starts with a no obligation conversation for both parties to find out about each other. Only when we have made the joint decision to work together do you commit to a fee basis and this will be explained at every stage.

Our areas of expertise are:-

Since the business was founded in 1982, Michael Ambrose Ltd has endeavored to provide a wide range of high-quality financial advice and to look after our clients’ money in the same way we would look after our own money.  To this day, our ethos remains the same.

To see how we can help you achieve your financial goals please get in touch.

Why not download our brochure

Please note:

  • We are authorised and regulated by the Financial Conduct Authority.
  • The Financial Conduct Authority does not regulate taxation and trust advice or school fees planning.
  • The value of investments can go down as well as up and you may not get back the full amount invested.
  • The level of income is not guaranteed and can go up or down.

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.

— Astrid Balodis



 

 

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