Welcome David!

A huge welcome to David Grisedale who is the latest addition to the ML Team.

David has joined us as a Paraplanner here at ML Financial Associates and is based at our Wymondham office. David’s role at ML is to work closely with the Advisers providing technical guidance and solutions as well as working with the Directors, Advisers and Client Services team in relation to providing financial strategies, plans and products for our clients.

David has attained Chartered Financial Planner status, is a Fellow of the Personal Finance Society and has almost 20 years’ experience in the IFA market specialising in investment, protection, retirement and taxation advice. David has been paraplanning since 2002 and joins ML from a national financial services firm.

Outside of work David likes to spend time with his family and playing golf.

All of us would like to wish David a long, happy and successful career with us at ML!

 

OUR NORTHAMPTON OFFICE

Whilst our Northampton office hours are largely the same as our Head Office in Wymondham, there are occasions when it is unmanned during the working week.

We would love to see you though – so if you do not have a meeting booked in at our Northampton office, but are thinking of popping in to see us or to drop something off to us, then please give us a call on 01953 711123 to check that there will be someone in the office for when you plan to visit.

Thank You