WHO WE ARE

We are a team of Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority, covering the South East of England with offices in Norfolk and Northamptonshire.

Our advisers have over 70 years’ experience in the financial sector, are fully qualified, with Simon Lister and Craig McClurg ranked in the Top 1% of Independent Financial Advisers worldwide*.

We offer the full range of financial services to individuals, couples and businesses including retirement and pension planning, investment portfolios, wealth management, family and corporate protection as well as tax and estate planning and our advice is totally independent and therefore impartial.

Many of our clients have been with our advisers for a number of years and a large proportion of new clients are a  direct result of referrals from our large base of well looked after existing clients who promote us to their family, friends and colleagues who they feel may benefit from our services.

Our aim, through a personal and professional approach, is to offer the right advice, tailored to our clients’  requirements and supported by an excellent level of customer service.

*Source: Million Dollar Round Table (MDRT) 2017

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

We are a team of Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority, covering the South East of England with offices in Norfolk and Northamptonshire.

Our advisers have over 70 years’ experience in the financial sector, are fully qualified, with Simon Lister and Craig McClurg ranked in the Top 1% of Independent Financial Advisers worldwide*.

We offer the full range of financial services to individuals, couples and businesses including retirement and pension planning, investment portfolios, wealth management, family and corporate protection as well as tax and estate planning and our advice is totally independent and therefore impartial.

Many of our clients have been with our advisers for a number of years and a large proportion of new clients are a  direct result of referrals from our large base of well looked after existing clients who promote us to their family, friends and colleagues who they feel may benefit from our services.

Our aim, through a personal and professional approach, is to offer the right advice, tailored to our clients’  requirements and supported by an excellent level of customer service.

*Source: Million Dollar Round Table (MDRT) 2017

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

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.

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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.

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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.

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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.

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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.

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