Independent Financial Advisers

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.

Coronavirus (COVID-19) Update

We are committed to maintaining our high level of service to our clients and to the health, safety and wellbeing of our clients and the ML team and to that end we are currently running the office with reduced staffing levels with a number of team members working from home.

None of the team are showing any symptoms of coronavirus – working from home is simply a precautionary measure and is proving to be efficient and effective. We meet on a daily basis whilst respecting the guidelines from Public Health England so we are ready to act as any situation develops and to react to any changing circumstances and we will of course communicate to our clients any additional changes that we may need to make.

In the meantime please be reassured that we are here for you and ML is open – just bear with us if it takes us a little longer to answer the phone or reply to an email.

Thank you for your patience, understanding and support.

Independent Financial Advisers

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.

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