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 offer a full and comprehensive "Protection Review" service which helps you to define how you would want life to look like if the worst happened.
In addition to protecting yours and your family's future some clients have businesses that are just as important and should feature in your planning.
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 offer a full and comprehensive "Protection Review" service which helps you to define how you would want life to look like if the worst happened.
In addition to protecting yours and your family's future some clients have businesses that are just as important and should feature in your planning.
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*.
We offer the full range of financial services to individuals, couples and businesses including retirement and pension planning, investment portfolios, wealth management, family and corporate protection as well as tax and estate planning and our advice is totally independent and therefore impartial.
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*.
We offer the full range of financial services to individuals, couples and businesses including retirement and pension planning, investment portfolios, wealth management, family and corporate protection as well as tax and estate planning and our advice is totally independent and therefore impartial.
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.
Having started within financial services in 1997 in the field of Actuarial Pensions, he soon discovered his passion for pension knowledge.
Since becoming an Independent Financial Adviser in 2001, Simon has held a number of senior roles within the industry and is now the Pensions specialist within ML.
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.
Having started within financial services in 1997 in the field of Actuarial Pensions, he soon discovered his passion for pension knowledge.
Since becoming an Independent Financial Adviser in 2001, Simon has held a number of senior roles within the industry and is now the Pensions specialist within ML.
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.
We will regularly monitor and review your financial situation to ensure that you are achieving the maximum returns within the risk profile you are comfortable with.
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.
We will regularly monitor and review your financial situation to ensure that you are achieving the maximum returns within the risk profile you are comfortable with.
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.
You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
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.
You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
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.
Independent financial advisers - our totally independent and therefore impartial advice means we are able to offer our clients the most appropriate solutions.
Half yearly valuations and an annual review service - provides reassurance that you are well informed and are kept up to date.
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.
Independent financial advisers - our totally independent and therefore impartial advice means we are able to offer our clients the most appropriate solutions.
Half yearly valuations and an annual review service - provides reassurance that you are well informed and are kept up to date.
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