SECOND OPINION SERVICE
Office Hours
Monday: 09.00-17.00
Tuesday: 09.00-17.00
Wednesday: 09.00-17.00
Thursday: 09.00-17.00
Friday: 09.00-15.00
Tax & Estate Planning products are not regulated by the Financial Conduct Authority
We have had many conversations with our clients recently, given what has happened in the world with Covid, as we took the view that communication was key and at ML we wanted to be with our clients every step of the way in their financial journey, and be there as their financial planners through both the good times and the bad.
That is why throughout 2020, when we were in the grip of the pandemic, and a huge lifestyle change, we communicated with our clients on a weekly basis whether it was what was happening in the world financially, what was happening here at ML, or just to call to check that our clients were ok and whether they needed anything.
In the conversations with our clients, we were amazed to hear that other family members, friends and colleagues who worked with other financial advisers or financial planners, were left on their own in these uncertain times with other firms taking the approach of sticking their head in the sand until the challenging situation went away rather than meet it head on as we did at ML.
We realised we could help and this is why we launched, and are now offering, The ML Second Opinion Service.
In an evolving world, with a challenging economy, what may have worked for you previously may now not be suitable for the here and now or importantly the future.
Recent times have been challenging for us all and have left many people feeling worried, frustrated and overwhelmed on all sorts of issues including their finances – and this is where we can help.
As an independent and impartial advice firm we use our extensive knowledge and experience to help and assist others with this, our newly developed Second Opinion Service.
This new service is used to determine whether your current financial arrangements and/or your current financial adviser or planner are working towards your own unique goals in this ‘new world’ we are all now living in and the new lifestyle you have had to adopt.
Our Second Opinion Service offers a complimentary meeting, either face to face or virtually, to establish your current financial situation and whether it is on course for you to achieve what you want your finances to achieve.
We will feedback our findings and let you know whether we feel your current financial plan is in good shape and likely to meet your future plans or we will let you know if there is anything different that we would recommend you do and then it is over to you – there is no obligation for you to do anything. You can take this information and do nothing with it, make some changes yourself (or with your current financial adviser) or if we provide any recommendations which you would like us to take forward then we would be delighted to do so.
We are aware that some people find money and finances daunting, confusing or don’t want to engage with an adviser in case they did not want to proceed.
Here is how to process works from booking a meeting to being advised on your financial plan.
1. We will arrange with you a meeting, completely at ML’s expense so no cost to you, to establish your financial situation.
2. At this meeting we will carry out a full financial review however, what you have in place currently, may be the best solution and we may not make any further recommendations and there may be nothing further we feel you need to do.
3. If we have any recommendations, for changing any elements of your current financial plan, then it is your choice what to do and there is no obligation for you to do anything with the information we provide you with. As mentioned above it may well turn out that we do not advise any changes to your current arrangements.
Whether you currently have a financial adviser, look after your finances yourself or if you feel you need some help and assistance then we would suggest that now is no better time to let our experienced professionals provide you with some peace of mind regards your finances with this, our new service, and see if we can make your money and your finances work better for you.
This is an exclusive service that we offer in order for you to get a second opinion on your finances with no obligation – if you would like to take advantage our new service, then please get in contact with the team here at ML
We have had many conversations with our clients recently, given what has happened in the world with Covid, as we took the view that communication was key and at ML we wanted to be with our clients every step of the way in their financial journey, through both the good times and the bad.
That is why throughout 2020, when we were in the grip of the pandemic, we communicated with our clients on a weekly basis whether it was what was happening in the world financially, what was happening here at ML, or just to call to check that our clients were ok and whether they needed anything.
In the conversations with our clients, we were amazed to hear that other family members, friends and colleagues who worked with other financial advisers, were left on their own in these uncertain times with other firms taking the approach of sticking their head in the sand until the challenging situation went away rather than meet it head on as we did at ML.
We realised we could help and this is why we launched, and are now offering, The ML Second Opinion Service.
In an evolving world, with a challenging economy, what may have worked for you previously may now not be suitable for the here and now or importantly the future.
Recent times have been challenging for us all and have left many people feeling worried, frustrated and overwhelmed on all sorts of issues including their finances – and this is where we can help.
As an independent and impartial advice firm we use our extensive knowledge and experience to help and assist others with this, our newly developed Second Opinion Service.
This new service is used to determine whether your current financial arrangements and/or your current financial adviser are working towards your own unique goals in this ‘new world’ we are all now living in.
Our Second Opinion Service offers a complimentary meeting, either face to face or virtually, to establish your current financial situation and whether it is on course for you to achieve what you want your finances to achieve.
We will feedback our findings and let you know whether we feel your current financial plan is in good shape and likely to meet your future plans or we will let you know if there is anything different that we would recommend you do and then it is over to you – there is no obligation for you to do anything. You can take this information and do nothing with it, make some changes yourself (or with your current financial adviser) or if we provide any recommendations which you would like us to take forward then we would be delighted to do so.
We are aware that some people find money and finances daunting, confusing or don’t want to engage with an adviser in case they did not want to proceed however, it is important to remember three things;
1. We will arrange with you a meeting, completely at ML’s expense so no cost to you, to establish your financial situation.
2. At this meeting we will carry out a full financial review however, what you have in place currently, may be the best solution and we may not make any further recommendations and there may be nothing further we feel you need to do.
3. If we have any recommendations, for changing any elements of your current financial plan, then it is your choice what to do and there is no obligation for you to do anything with the information we provide you with. As mentioned above it may well turn out that we do not advise any changes to your current arrangements.
Whether you currently have a financial adviser, look after your finances yourself or if you feel you need some help and assistance then we would suggest that now is no better time to let our experienced professionals provide you with some peace of mind regards your finances with this, our new service, and see if we can make your money and your finances work better for you.
This is an exclusive service that we offer in order for you to get a second opinion on your finances with no obligation – if you would like to take advantage our new service, then please get in contact with the team here at ML
Office Hours
Monday: 09.00-17.00
Tuesday: 09.00-17.00
Wednesday: 09.00-17.00
Thursday: 09.00-17.00
Friday: 09.00-15.00
Tax & Estate Planning products are not regulated by the Financial Conduct Authority
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.
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.
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.
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.
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.
