The best time to plan is yesterday; the next best is today. The earlier you start planning for your retirement, the stronger your situation will

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

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 ….

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…..

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….

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….

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 …

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…

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…

We were delighted to be notified recently that we have, once again, been selected as a finalist in the Broadland & South Norfolk Business Awards for 2022…..

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…

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…

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….

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…

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 …

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…

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….

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….

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,….

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….

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…

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…

We are thrilled to introduce you to the latest addition to the ML team – Charlotte Butcher.

Charlotte is Client Services Support at ML Financial….

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…

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…

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…

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…

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…

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 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.

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…

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 …

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…

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…

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…

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…

ML Shares Best Practice Alongside Prime Minister Theresa May in The Parliamentary Review All at ML were delighted to be invited to be part of

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

You should have received a communication from us at the end of last month regards the above however we thought it would be good to

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…

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

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…

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…

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…

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…

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…

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…

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

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

The team at ML just wanted to say a huge well done to Hayley Sutton, Client Relationship Manager at ML Financial Associates who has now

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…

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

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