ML Financial Associates
MF
Financial Advisors
ML Financial Associates
Elm Farm Business Park, Wymondham NR18 0SW
# ML Financial Associates
ML Financial Associates is an independent financial advisory firm based in Wymondham, Norfolk, with additional offices in Northampton and Thame. Authorised and regulated by the Financial Conduct Authority, the firm serves individuals, couples and businesses across Norfolk, Northamptonshire and Oxfordshire.
The company is distinguished by its leadership team of Simon Lister and Craig McClurg, both ranked in the Top Tier of Financial Advisers worldwide by the Million Dollar Round Table. Their combined experience exceeds 70 years in the financial sector.
What sets ML Financial apart is their commitment to truly independent, impartial advice tailored to each client's unique circumstances. Rather than offering one-size-fits-all solutions, their fully qualified advisers take time to understand individual needs and objectives, whether clients are entrepreneurs seeking investment opportunities or families managing both personal and business finances.
The firm specialises in comprehensive financial planning encompassing retirement and pension strategy, investment portfolio management, wealth management, family and corporate protection insurance, and tax and estate planning. Their Second Opinion Service allows clients to have their existing financial arrangements reviewed by specialists, ensuring they're positioned for long-term security.
Client testimonials highlight their innovative approach, superior service compared to traditional bank advisers, and commitment to ensuring clients fully understand their decisions. They emphasise building lasting relationships based on trust and regular review, keeping clients on track with evolving objectives.
ML Financial Associates is an independent financial advisory firm based in Wymondham, Norfolk, with additional offices in Northampton and Thame. Authorised and regulated by the Financial Conduct Authority, the firm serves individuals, couples and businesses across Norfolk, Northamptonshire and Oxfordshire.
The company is distinguished by its leadership team of Simon Lister and Craig McClurg, both ranked in the Top Tier of Financial Advisers worldwide by the Million Dollar Round Table. Their combined experience exceeds 70 years in the financial sector.
What sets ML Financial apart is their commitment to truly independent, impartial advice tailored to each client's unique circumstances. Rather than offering one-size-fits-all solutions, their fully qualified advisers take time to understand individual needs and objectives, whether clients are entrepreneurs seeking investment opportunities or families managing both personal and business finances.
The firm specialises in comprehensive financial planning encompassing retirement and pension strategy, investment portfolio management, wealth management, family and corporate protection insurance, and tax and estate planning. Their Second Opinion Service allows clients to have their existing financial arrangements reviewed by specialists, ensuring they're positioned for long-term security.
Client testimonials highlight their innovative approach, superior service compared to traditional bank advisers, and commitment to ensuring clients fully understand their decisions. They emphasise building lasting relationships based on trust and regular review, keeping clients on track with evolving objectives.
Services offered
Pension and retirement planningInvestment portfolio managementWealth managementFamily protection insuranceCorporate protection insuranceTax planningEstate planningFinancial planning review (Second Opinion Service)