At ML, we help our clients achieve their financial goals by focusing on maximising our clients' wealth whilst ensuring the same clients protect all that they have built up over the years. With expert advice in all financial areas such as Pensions, SIPPS, Savings, Investments, Protection Plans and Trust Planning, our clients are extremely well looked after from the time they identify their goals through to when we achieve them.
We, at ML, pride ourselves in both the level of our knowledge of the pensions market to help you to make better informed decisions for your retirement. At ML, we have the knowledge, creativity and expertise to guide you through the vast array of investment options available to you to achieve your goals.
We, at ML, pride ourselves in both the level of our knowledge of the pensions market to help you to make better informed decisions for your retirement. At ML, we have the knowledge, creativity and expertise to guide you through the vast array of investment options available to you to achieve your goals.
Services
We are a team of Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority, covering the South East of England with offices in Norfolk and Northamptonshire. Our advisers have over 70 years' experience in the financial sector, are fully qualified, with Simon Lister and Craig McClurg ranked in the Top 1% of Independent Financial Advisers worldwide*.
Simon is the Managing Director at ML with responsibility for the running of the company on a day to day basis, managing the finance and heading up the ML Investment Committee. He is also one of the Independent Financial Planners and whilst he is based in Wymondham the majority of the time, he is also often seen in the Northampton office.
The relationship with our clients is extremely important and we do everything possible to give them peace of mind when dealing with ML Financial Associates. We specialise in creating and protecting our clients' wealth by creating innovative financial solutions, whilst at the same time protecting against any unforeseen circumstance or situations.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation (GDPR) and the Data Protection Act 2018.
At ML Financial Associates we feel the right advice, tailored to our clients' requirements and supported by an excellent level of client service, are extremely important. So much so that we have developed a "Client Charter" and a 12 Point Success Plan for our clients to help them achieve their financial goals.
Reviews (5)
J. C.
Mar 16, 2021
Report
When my wife and I turned 50 our thoughts relating to retirement moved to the front of our minds. We realised that we would benefit from some impartial advice particularly around our pension arrangements as we both had a number of workplace and private pensions and we wanted to know if these should be left in place or consolidated in some way.
With this being a specialist area and something of a minefield and with one hearing about pension scams we approached this endeavour with some trepidation.
We knew we wanted an independent (rather than tied) advisor so started with an FSA search of IFA
With this being a specialist area and something of a minefield and with one hearing about pension scams we approached this endeavour with some trepidation.
We knew we wanted an independent (rather than tied) advisor so started with an FSA search of IFA
Jon Child
Mar 01, 2021
Report
To let someone manage your finances is one of life's big decisions and one you want to get right, we were recommended ML and have been delighted with our choice.
From the outset they have provided us with excellent financial advice in a professional yet friendly manner and continue to manage our portfolio giving us a good return on our investments at the same time as taking away the need for us to worry about the ups and downs of markets on a day by day basis.
I have recommended their services to friends of ours and would happily do so to anyone looking for friendly, personal and professional
From the outset they have provided us with excellent financial advice in a professional yet friendly manner and continue to manage our portfolio giving us a good return on our investments at the same time as taking away the need for us to worry about the ups and downs of markets on a day by day basis.
I have recommended their services to friends of ours and would happily do so to anyone looking for friendly, personal and professional
Paul Hambridge
Feb 15, 2021
Report
Christopher Mcall
Feb 06, 2021
Report
Positive: Professionalism, Responsiveness
Even during these turbulent times, Craig and his team have managed to successfully grow our investments with their usual effectiveness. They seem to be fully on top of all situations and advise accordingly, then act quickly. I would recommend them to anyone looking for a trustworthy and able company to manage their finances.
Even during these turbulent times, Craig and his team have managed to successfully grow our investments with their usual effectiveness. They seem to be fully on top of all situations and advise accordingly, then act quickly. I would recommend them to anyone looking for a trustworthy and able company to manage their finances.
Emma Thackara
Jan 14, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
ML Financial have been looking after my financial needs for many years. They are very good at what they do while being friendly, professional and always approachable. I would (and do!) recommend them for anyone who needs help managing their pension, savings and/or investments.
ML Financial have been looking after my financial needs for many years. They are very good at what they do while being friendly, professional and always approachable. I would (and do!) recommend them for anyone who needs help managing their pension, savings and/or investments.
