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ML Financial Associates

Welcome Eleanor!

A huge welcome to Eleanor Dowdall who joined us at the start of 2024 and is the latest addition to the ML Team. Eleanor joins

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December 2023

December Market Commentary Read More Holidays Remain Spending Priority, Despite Financial Pressures Read More ML News December Read More Would You Downsize To A Smaller

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October 2023

October Market Commentary Read More Why You Shouldn’t Ignore Critical Illness Cover Read More ML News October Read More Why Money Shouldn’t Be A Taboo

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August 2023

August Market Commentary Read More Don’t Sign Your Home Away Read More ML News August Read More Inheritance Tax Interest On The Rise Read More

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June 2023

June Market Commentary Read More Non-Essential Spending On The Rise Read More ML News June Read More Keeping Up With The Joneses Is A Costly

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June 2023 Market Commentary

Economic growth remained subdued at best in many major markets throughout May, as high inflation continued to affect households and businesses across the world and

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May 2023 Market Commentary

High inflation continued to put the brakes on growth in many major economies throughout April, with the International Monetary Fund expecting global growth to fall

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April 2023

April Market Commentary Read More Will Interest Rates Ever Start To Fall? Read More ML News April Read More What Would A Cashless Society Mean

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ML-Keeping You Safe and Secure

We are delighted to share with you news that ML Financial Associates has been awarded the Cyber Essentials certification. Cyber Essentials is an effective Government backed ….

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February 2023

February Market Commentary Read More Aegon Property Income Feeder Fund – Update Read More ML News February Read More Take A Long Term View Of

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ML Financial Associates December Newsletter
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December 2022

Hello and welcome to our latest e-newsletter and our last edition of 2022. Well, another year has gone by in a flash and December is here, which can only mean one thing (in the words of Noddy Holder) – it’s Christmas..

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Festive Opening Hours

Please be advised, both our Wymondham and Northampton offices will be closed from 12.00 noon on Friday 23rd December 2022 and will re-open at 9.00am on Tuesday 3rd January 2023. All at ML would like to wish…..

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ML Financial Associates
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Welcome Paul!

A huge welcome to Paul Cannell who joined us earlier this month and is the latest addition to the ML Team.

Paul joins as Client Services Support at ML Financial Associates and is….

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ML Financial Associates October Newsletter
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October 2022

Hello and welcome to the October edition of our bi-monthly e-newsletter. Well, as we commented in a recent communication, someone once said “a week is a long time in politics” and this week has been no different…

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New Employee Financial Associates
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Welcome Beccy!

A huge welcome to Beccy Matthews who is the latest addition to the ML Team.

Beccy has joined us as Client Services Support here at ML Financial Associates and is based at our Wymondham office….

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Queen Elizabeth
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Her Majesty Queen Elizabeth II

We continue to be deeply saddened by the death of Her Majesty The Queen. During this period of reflection and gratitude we are extremely proud, grateful and full of admiration of …

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The Queen
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Her Majesty The Queen

Having reflected on the events of the past 24 hours, it was with great sadness that we learnt of the passing of Her Majesty, our Queen, Elizabeth II. Having reigned over Great Britain and the Commonwealth for over 70 years…

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ML Financial Associates August Newsletter
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August 2022

Hello and welcome to this, the August edition of our bi-monthly e-newsletter. We hope that this edition finds you and your family well and if you haven’t already enjoyed a summer holiday then we hope you have …

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ML Financial Associates June Newsletter
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June 2022

Hello and welcome to the June 2022 edition of our regular e-newsletter! June saw the official start of summer, so I’m sure we’ll all be looking forward to some well-deserved sunshine as a little warmth from the sun…

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ML Financial Associates April Newsletter
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April 2022

Hello and welcome to this the April 2022 edition of our regular e-newsletter and my first of the year! Well, with over a quarter of the year gone already and we head into spring, April got off to a colder than expected…

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ML Commits To Charter

To further evidence our ongoing support to you, whatever circumstance you might find yourself in, we are proud to have committed to the Financial Vulnerability Taskforce Charter, a newly created independent body for the personal…

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ML Financial Associates February Newsletter
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February 2022

Hello and welcome to the February 2021 edition of our regular e-newsletter – our first of the new year! As we approach the first quarter of 2022 many of us will now be feeling more confident than we have for some time. …

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ML Awarded Gold

We are delighted to be able to share with you the fantastic news that ML Financial Associates have been awarded the Gold Accreditation for the Best Employers Eastern Region 2021.From its roots as an employee survey, it has grown to…

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Well Done Jasmine!

Congratulations to Jasmine Avery, Client Services Support at ML who has passed the R01 Financial Services, Regulations and Ethics exam.

This is Jasmine’s first financial…

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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….

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May 2021 Market Commentary

Some of the numbers in this month’s Bulletin are simply staggering. Whether it’s Amazon’s profits or the ‘investment’ (which could alternatively …

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The Chase is on…for Craig

Many of you may have already seen it but, if not, we wanted to let you know that our very own ML Director, Craig McClurg recently featured in an episode of the popular tea-time quiz show The Chase, hosted by Bradley Walsh…

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Spotlight On Simon

Simon Lister, Managing Director at ML Financial Associates featured in the Round the Table magazine this month. Round the Table is the official publication of the Million Dollar Round Table (MDRT) organisation….

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Festive Opening Hours

Please be advised, both our Wymondham and Northampton offices will be closed from 12 noon on Thursday 24th December 2020 and will re-open at 9.00am on Monday 4th January 2021. All at ML would like to …

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Ray Clemence

It was with great sadness that we heard the news of Ray’s passing at the weekend and our thoughts and prayers go out to his family and friends.

As some of you may know…

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ML MD In The News

Simon Lister, Managing Director, ML Financial Associates was recently approached by Voyant, a global leader in financial planning services to the financial advisory market, regards producing an article for….

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Welcome Lewis!

We are delighted to introduce you to the latest addition to the ML Team – Lewis Fowler.

Lewis is a Paraplanner here at ML Financial Associates and is….

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B Awards 2020 Logo
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Business Awards Finalist

We were absolutely delighted to find out that we have been selected as a finalist in the Broadland & South Norfolk Business Awards 2020.

All 12,500 businesses that have….

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Welcome Jasmine & Tracy

All at ML are delighted to welcome the two new latest additions to the team – Jasmine Taylor and Tracy Villiers.

Jasmine who will be based at our Wymondham office in Norfolk,….

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ML On Tour

ML Directors Simon and Craig were invited to join fellow advisers and business owners from around the world to a MDRT (Million Dollar Round Table) event in Austin,Texas last month. This week-long event took place to discuss….

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Exam Success For 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 R04 Pensions and Retirement exam.
Aiming to obtain the Cll Certificate…

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ML Summer Event 2019

In time honoured tradition the team at ML closed the office doors for a day in the summer to enjoy their annual summer outing which has in previous years seen the team partake in zorb football, a scavenger hunt and…

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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….

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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…

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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…

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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…

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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…

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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…

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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…

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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.

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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…

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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 …

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Congratulations Hayley!

All at ML are delighted to let you know that Hayley has achieved the ‘Diploma in Regulated Financial Planning’ which is something that we are all extremely proud of. Following a busy 2017, that saw ML support Hayley in taking…

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Local Charity Support

As some of you may know David Lister, Independent Financial Adviser at ML, is also the Chairman at the local Wymondham Rotary Satellite Group and the group were delighted to recently hand over the results of their latest…

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Our New Website

We are pleased to announce the launch of our new look website which we hope you like and enjoy! With the business now in its 7th year we decided that now was the time to update and evolve certain elements of the business and…

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Festive Opening Hours

Please be advised that our Christmas and New Year opening hours, for both the Wymondham and Northampton offices, are as follows; Normal office hours resume from Tuesday 2nd January 2018. Have a wonderful Christmas…

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Well Done Hayley (again)!

Following Hayley’s recent exam success which we have celebrated in the last few e-newsletters we are delighted to share with you the news that Hayley

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ML On Tour

Well, the Summer break almost over and the ML team have all been on their holidays with their families and are now all back at work relaxed and refreshed. We hope that you have had a good break too…

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Well Done Hayley!

With, what seems to be a regular theme, all at ML are again delighted to congratulate Hayley Sutton, Technical Administrator at ML Financial Associates, for

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ML Team Building Event

On Friday 7th July the whole ML team were treated to a day out in Cambridge taking part in various events throughout the day. We took part in a scavenger hunt, went punting and also we took part in a cocktail making exercise…

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ML In The News

ML featured in the EDP, the best-selling regional morning newspaper in England, earlier last month when it featured Helen Winslow in their EDP Business supplement

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Welcome New Staff

All at ML are delighted to welcome Rachael Wharton and Suzannah Geraghty to the ML Team. Rachael joins us as Client Services Support from another financial services company and Suzannah joins us as a…

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We Have Moved!

We are delighted to inform you that we have moved out Northampton office with immediate effect from: 29 Caxton House Northampton Science Park Kings Park Road Northampton NN3 6LG to Suite One, Newton House…

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ML Team Building Event

On Friday 7th April the ML team took part in a Team Building event at Goals Soccer Centre in Norwich – the event was Zorb Football – where you take part in a number of different team events, including…

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Congratulations Hayley!

All at ML are delighted to congratulate Hayley Sutton, Technical Administrator at ML Financial Associates for passing another financial exam, the R03 – Personal Taxation, which she passed earlier this month…

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Welcome Helen

All at ML are delighted to welcome Helen Winslow to the team at ML Financial Associates. Helen who started earlier this month joins us as Operations & HR Manager, having held a similar role at another financial based company…

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ML Client Day 2016

Thursday 17th November saw ML’s annual Client Day event once again take place at Dunston Hall in Norwich. Almost 150 clients of the company attended

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We Have Moved!

As you will all probably be aware by now through our recent communications with you we have moved from our Norfolk office in Wymondham.  Don’t

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ML Supports EACH

East Anglia’s Children’s Hospices (EACH) is challenging local businesses and organisations to make as much money as they can from an initial stake of just £50. The challenge is sponsored by local company ML Financial Associates…

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ML Supports EACH

East Anglia’s Children’s Hospices (EACH) is challenging local businesses and organisations to make as much money as they can from an initial stake of just £50. The challenge is sponsored by local company ML Financial Associates…

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ML Awards Shortlist

Earlier this month ML Financial were delighted to be informed that we had been successful in reaching the finals of the SME Northamptonshire Business Awards in the ‘Northampton Business of the Year 2016’ category…

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ML Financial Sponsors

We at ML Financial Associates are delighted to announce that we are sponsoring the EACH £50 Challenge in Norfolk for the next year! East Anglia’s

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Finding The Right Expert

On Sunday 10th April the Sunday Times published their first supplement listing the Top 250 IFAs in the UK based on reviews on the independent consumer ratings website VouchedFor.co.uk. We are proud, but not at all surprised…

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Well Done Craig!

On Sunday 10th April the Sunday Times published their first supplement, listing the Top 250 IFAs in the UK based on reviews in the independent

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ML New Recruits

ML Financial Associates, with offices in Northampton Science Park, Kings Park Road, Northampton and Wymondham, Norfolk have started 2016 in a positive way by increasing their staff numbers by over 20%…

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People Moves

Paul Reed has been appointed as financial controller at Norwich Research Partners LLP. He joins from the Royal Norfolk Agricultural Association, and said: “It is wonderful to be at the centre of such a forwarding-thinking…

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Craig McClurg

Craig McClurg set up Norfolk-based ML Financial Associates in 2011 with fellow business partners after their departure from a larger firm. The firm is on course to more than double its assets under advice since 2012 this year…

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Jet Setting Directors

The introduction of Dutch-style collective pension schemes last week shows that Britain is no island when it comes to financial services. In fact, many of the features of our regulatory regime began life overseas, such as…

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Investec’s Fee Cut Reaction

Investec Asset Management has waived the initial charge across its entire UK Oeic fund range. Last week, the asset manager scrapped the initial charge on its risk-rated Managed Solutions range, which holds Alastair Mundy’s Investec…

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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