Empowering your financial future, one consultation at a time.
At ML Financial Associates, we are a team of independent financial advisers, authorised and regulated by the Financial Conduct Authority (FCA), covering the South East of England with offices in Wymondham, Norfolk and Northampton, Northamptonshire. Our fully qualified advisors have over 70 years' combined experience in the financial sector, with directors Simon Lister and Craig McClurg ranked in the Top 1% of Independent Financial Advisers worldwide.
Our Vision
Our vision is to provide expert financial guidance and tailored solutions to help individuals, couples, and businesses achieve their financial goals. We strive to deliver exceptional service through a personal and professional approach. We take the time to understand our clients' unique needs and provide bespoke advice that is independent and impartial.
Why Choose Us
With over 70 years' combined experience in the financial sector, our team of experts has the knowledge, creativity, and expertise to guide you through the vast array of financial options available to you. We take pride in our reputation for delivering exceptional service, tailored to our clients' individual needs. Our advice is always independent and impartial, ensuring that you can trust it, whatever your financial decisions.
Key Services
At ML Financial Associates, we offer a range of financial services, including:
Pensions
We pride ourselves on our extensive knowledge of the pension market, enabling us to provide you with better-informed decisions for your retirement.
Investments
Our team has the expertise to guide you through the vast array of investment options available to you, helping you to achieve your goals.
Family Protection
We offer a comprehensive "Protection Review" service, helping you to define how you would want life to look like if the worst happened.
Corporate Protection
We understand that some clients have businesses that are just as important and should feature in your planning.
Tax & Estate Planning
We offer tailored solutions for tax and estate planning, ensuring that your financial future is secure.
Second Opinion Service
Our Second Opinion Service draws on our extensive specialist knowledge and experience to assess your current financial standing and ensure a secure future.
Meet The Team
At ML Financial Associates, our team of experts is committed to providing exceptional service and tailored solutions to help you achieve your financial goals.
Overall Impression
The reviews for ML Financial are overwhelmingly positive, with all reviewers awarding 5-star ratings.
Key Features
- Knowledgeable Advisers: Reviewers praise the expertise and guidance provided by ML Financial's advisers, stating that they are "knowledgeable", "fully on top of all situations", and "very good at what they do".
- Friendly and Approachable: Many reviewers highlight the friendly, professional, and approachable nature of the team, making them easy to work with and trust with financial matters.
- Personalized Service: Reviewers appreciate the personalized service they receive, with tailored advice and guidance that meets their individual needs.
Specific Services
- Investment Management: ML Financial's investment management services are highly praised, with reviewers noting that they have successfully grown their investments and provided a good return on investment.
- Pension Management: The company's pension management services are also highly recommended, with reviewers appreciating the guidance and advice provided on consolidating and managing their pensions.
