Independent Financial Advisers
Here at ML Financial Associates, we offer trusted guidance and tailored solutions to help you with your financial future.
Individual Clients
We believe in a personal approach. At ML Financial, we provide expert financial advice for individuals that is tailored specifically to our client’s needs.
ML SECOND OPINION SERVICE
Enhancing your financial journey with our financial planning services, ML’s Second Opinion Service draws on our extensive specialist knowledge and experience to assess your current financial standing to ensure a secure long-term financial future.
Who are ML Financial?
At ML Financial Associates, our trusted financial advisers help our clients to achieve their financial goals. We are a team of Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority, covering the Southeast of England with offices in Wymondham, Norfolk and Northampton, Northamptonshire.
Why choose our Financial Advisers?
Our fully qualified advisers have over 70 years’ experience in the financial sector, with directors Simon Lister and Craig McClurg ranked in the Top Tier of 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. Our advice is totally independent, and therefore totally impartial.
* Source: Million Dollar Round Table (MDRT) 2023
BOOK A CONSULTATION
Ensure the security of your financial future with our trusted financial advice. Reserve a consultation today to discuss your financial objectives and uncover a customised strategy to attain them.
“ML have been different to any other Financial Advisers I have met in that they constantly create new opportunities for me to invest which satisfy my individual and entrepreneurial style while always ensuring that I fully understand the decisions I make.”
Karl Jermyn