“Simon has been different to any other Financial Adviser I have met in that he constantly creates new opportunities for me to invest which satisfy my individual and entrepreneurial style while always ensuring that I fully understand the decisions I make.”

Karl Jermyn


“Having trusted Craig with the financial planning of both my family and my business, I continue to be reassured that he not only fully understands and appreciates my specific needs but spends time with me to ensure we remain on course with our objectives.”

Andrew McFarlane Holt


“Having settled for such a poor service and investment offering from my bank for so many years, I am delighted that a friend introduced me to Craig as he now looks after both my business and family affairs in such a different and innovative way when compared to my previous adviser.”

Darren Oliver


“David, you explain and simplify complicated financial matters. Your knowledge of the financial world is impressive and your advice has been sound and appreciated.”

Don & Iris Allison


“David, your efficiency, attention to detail and always striving to do your best for your clients is a rare quality. Your knowledge and experience in your field helps install immense confidence in others. “

Andy & Kaye Tillett


“David, as our financial adviser I find your attention to detail very reassuring and because of your experience we feel safe with your suggestions. You are extremely professional, very knowledgeable and an expert in your field.”

John & Ros Soanes


“David, your obvious depth of knowledge of the financial markets and ability to simplify such a complex subject is impressive. The progress of my solutions has been regularly reported to me, so I have always felt reassured that my interests were being looked after.”

Peter Cockburn


“I have great faith in your undoubted expertise and feel a deep sense of gratitude for your valued input and for readily coming to our assistance at such a critical time.”

Adrian & Shirley Goldring


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.