ML Financial Associates

At ML, we help our clients achieve their financial goals by focusing on maximising our clients’ wealth whilst ensuring the same clients protect all that they have built up over the years. With expert advice in all financial areas such as Pensions, SIPPS, Savings, Investments, Protection Plans and Trust Planning, our clients are extremely well looked after from the time they identify their goals through to when we achieve them

Why ML?

At ML Financial Associates we feel the right advice, tailored to our clients’ requirements and supported by an excellent level of client service, are extremely important. So much so that we have developed a “Client Charter” and a 12 Point Success Plan for our clients to help them achieve their financial goals.

Some of these points include: –

• Face to face advice when required – this reassures many of our clients.

• Independent financial advisers – our totally independent and therefore impartial advice means we are able to offer our clients the most appropriate solutions.

• Half yearly valuations and an annual review service – provides reassurance that you are well informed and are kept up to date.

• Portfolio rebalancing – this ensures that your funds are managed within a strict risk-controlled profile at all times whatever the market conditions.

• A priority response service and dedicated support team – offers reassurance and peace of mind that we put our clients’ needs at the forefront of everything we do.

• This is a flavour of what we can offer at ML Financial Associates. Please speak to us so that we can fully outline our “Client Charter” and how this will benefit you

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.