Welcome Charlotte!
We are thrilled to introduce you to the latest addition to the ML team – Charlotte Butcher.
Charlotte is Client Services Support at ML Financial….
Welcome Pat!
We are absolutely delighted to welcome the latest addition to the ML team – Pat McGee who joins us as a Chartered Financial Planner.
Pat joins the current advisory team…
ML’s Dementia Support
We were delighted to attend the official opening of a new kitchen at the Wymondham Dementia Support Group last month where we along with The Wymondham Rotary Satellite Group donated…
Finance & Football
There are many football supporters within the offices of ML so we were delighted to be approached by a local children’s team at our Norfolk office – Wymondham Town United Football Club Under 12’s Falcons – with regards to us supporting…
Congratulations Rachael!
The team at ML just wanted to say a huge well done to Rachael Wharton, Client Services Support at ML Financial Associates, who last month passed the R05 Financial Protection exam.
Aiming to obtain the Cll Certificate…
Welcome Nikki
All at ML are delighted to welcome the latest addition to the team – Nikki Fries.
Nikki, based at our Wymondham office in Norfolk, joins us as a Paraplanner, a role that sees her providing financial…
Hayley Planning For 2019
We start 2019 with some great news concerning one of our team members – Hayley Sutton.
Having studied extensively for the past 3 years, passing all her financial…
ML Stars On The Big Stage
ML Directors Simon Lister and Craig McClurg took ML stateside this summer, accepting an invite to the MDRT (Million Dollar Round Table) 2018 Annual Meeting which took place in Los Angeles, California.
Hello & Goodbye
The last month has seen a couple of changes within the offices of ML with two new team members joining us – welcome Andy Moss and Julia Pyke.
Julia joins us as an Office…
New Team Members
All at ML are delighted to welcome the two latest additions to the ML Team – Lorraine Devenny and Julie Fitches. Lorraine joins us on a permanent basis in the role of Client Services Support having worked on a short term …
