Independent Financial Advisers
Here at ML Financial Associates, our team of trusted financial advisers in Norfolk, Northamptonshire and Oxfordshire provide expert, tailored guidance to help you plan your financial future.

Individual Clients
We believe in a personal approach. At ML Financial, our financial advisers across Norfolk, Northamptonshire and Oxfordshire provide expert, tailored advice for individuals to meet each client’s unique needs.
ML SECOND OPINION SERVICE
Enhancing your financial journey with our financial planning services, ML’s Second Opinion Service draws on our extensive specialist knowledge and experience to assess your current financial standing to ensure a secure long-term financial future.
Who are ML Financial?
At ML Financial Associates, our trusted financial advisers help our clients to achieve their financial goals. We are a team of Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority, covering the Southeast of England with offices in Wymondham, Norfolk, Northampton, Northamptonshire and Thame, Oxfordshire.
Why choose our Financial Advisers?
Our fully qualified advisers have over 70 years’ experience in the financial sector, with directors Simon Lister and Craig McClurg ranked in the Top Tier of Financial Advisers worldwide*.
* Source: Million Dollar Round Table (MDRT) 2023
“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“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 OliverBOOK A CONSULTATION
Ensure the security of your financial future with our trusted financial advice. Reserve a consultation today to discuss your financial objectives and uncover a customised strategy to attain them.

“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