Testimonials | ML Financial Associates | Wymondham & Northampton

What our clients say

Our advisors have many years of experience in the financial sector and we have worked with a plethora of clients. With bespoke tailored advice and solutions, we have always strived to provide an excellent level of client service and have developed our own ‘Client Charter’ with a 12-point Success Plan to help our clients achieve their financial goals.

Here are just a few of our happy clients.

"Understand"

“ML have been different to any other Financial Advisers I have met in that they constantly create 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

“Reassured”

“Having trusted ML with the financial planning of both my family and my business, I continue to be reassured that they not only fully understand and appreciate my specific needs but they spend time with me to ensure we remain on course with our objectives.”

Andrew McFarlane Holt

“Innovative”

“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 ML as they now look after both my business and family affairs in such a different and innovative way when compared to my previous adviser.”

Darren Oliver

“Simplify”

“At ML 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

“Knowledge”

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

Andy & Kaye Tillett

“Experience”

“As our financial advisers we find the attention to detail very reassuring and because of their experience we feel safe with their suggestions. They are extremely professional, very knowledgeable and an experts in their field.”

John & Ros Soanes

“Impressive”

“At ML the 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

“Expertise”

“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

“Pleased”

“Just checked our investments and they have grown by double digits over the past twelve months. It was predicted at the meeting in Norfolk last year. It seems you lot do know what you’re talking about. I’m pleased we put the grandchildren’s money with you. However, I know it won’t be every year, but it’s very good. Just wanted to say well done and thank you.”

Gary & Anne Ward

“Confident”

“Many thanks for a very detailed response to my quick note to you, I appreciate everything you and your team are doing for both myself and Elaine. I am very confident that I made the right choice in appointing you as my personal pension adviser several years ago.”

Frank & Elaine Purdy

Read about Beth and Steve's experience planning their pension with ML Financial Associates.

Pensions

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.

Investments

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.

Family Protection

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.

Corporate Protection

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.

Tax & Estate 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.

Second Opinion Service