Enquire About A Consultation

Visit our financial advisors at our Northampton or Wymondham offices today. Our experienced financial advisers are here to help with areas such as Pension, Investment, Family Protection, Corporate Protection, Tax & Estate Planning and more. If you have concerns or questions in any of these areas, speak with one of the experts from our team – they will be more than happy to help.

Whether you are wanting to ask a quick question or you would like to book an appointment for a more extensive chat, please get in contact with us below using the contact form. Alternatively, you can speak with us by calling one of our offices on 01953 711123 or 01604 726684.

1. A Free Initial Consultation
Understanding that everyone’s financial situation and needs are different, we believe in delivering a personalised approach. This begins with a free initial consultation to help us gain a better understanding of your specific circumstances. During this discussion, our advisers will complete a detailed assessment of your ‘Attitude to Risk and Reward’, allowing us to best tailor our advice and solutions to you.
2. Familiarisation
Following our initial meeting, we provide a Familiarisation Process service. This is designed to provide mutual benefit, allowing you the opportunity to learn about our services and ensuring you have peace of mind on exactly what we offer. During this time, we also assess your current situation, developing a tailor-made strategy on how we can help you.
3. Analysing & Evaluating Your Situation
Implementing your financial plan involves a thorough analysis of initial consultation data. We collaborate with relevant providers, utilise internal and external research, and tailor a report aligned with your objectives. Assessing data against risk tolerance, time horizon, costs, past performance, asset allocation, and tax planning. Coordination with tax advisors may be necessary.
4. Detailed Recommendation & Plan
Depending on our agreement, you’ll either receive a plan for your review or we’ll schedule a follow-up meeting to discuss our findings and recommendations. The plan will review your current situation, and include supporting materials, recommended actions, and risk management across different timeframes, considering known or anticipated events.
5. Implementing Your Plan
When we have received your instructions, we will forward these to the relevant provider(s) and ensure they are processed in line with your wishes. If additional meetings are needed, they will be addressed and mutually approved in advance. Details of any transactions undertaken through ML Financial Associates will be recorded on our back-office system.
6. Ongoing Service & Reviews
Once your plan is fully implemented, we will contact you to establish the most suitable level of “ongoing services and reviews”. This ongoing service is designed to enhance the potential success of attaining your objectives and goals.

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    The Main Barn
    Elm Farm Business Park
    Norwich Common
    NR18 0SW
    T: 01953 711123

    Suite 23, Newton House
    Northampton Science Park
    Kings Park Road
    NN3 6LG
    T: 01604 726684

    The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

    You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation (GDPR) and the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

    The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between regulated firms and their clients.


    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