WHY ML?

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.

Some of these points include:-

Face to face advice when required – this reassures many of our clients.

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.

Portfolio rebalancing – this ensures that your funds are managed within a strict risk controlled profile at all times whatever the market conditions.

A priority response service and dedicated support team – offers reassurance and peace of mind that we put our clients’ needs at the forefront of everything we do.

This is a flavour of what we can offer at ML Financial Associates. Please speak to us so that we can fully outline our “Client Charter” and how this will benefit you.

Office Hours

Monday: 09.00-17.00
Tuesday: 09.00-17.00
Wednesday: 09.00-17.00
Thursday: 09.00-17.00
Friday: 09.00-15.00

The value of investments may go down as well as up and you may not get back as much as you originally invested.

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.

Some of these points include:-

Face to face advice when required – this reassures many of our clients.

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.

Portfolio rebalancing – this ensures that your funds are managed within a strict risk controlled profile at all times whatever the market conditions.

A priority response service and dedicated support team – offers reassurance and peace of mind that we put our clients’ needs at the forefront of everything we do.

This is a flavour of what we can offer at ML Financial Associates. Please speak to us so that we can fully outline our “Client Charter” and how this will benefit you.

Office Hours

Monday: 09.00-17.00
Tuesday: 09.00-17.00
Wednesday: 09.00-17.00
Thursday: 09.00-17.00
Friday: 09.00-15.00

The value of investments may go down as well as up and you may not get back as much as you originally invested.

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.

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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.

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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.

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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.

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While many of us have seen our net worth increase dramatically in recent years, largely due to increased property values, we are often equally disappointed.

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