M L Financial Associates Limited

Independent Financial Adviser Suite 1, Newton House, Northampton Science Park, Kings Park Road, Northampton, NN3 6LG
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
12th August 2019
Innovative solutions from experienced professionals and a brand you can trust
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
David Lister Dip PFS
IFA/Company Director
Simon Lister Dip PFS
IFA/Company Director
Craig McClurg BA Hons, Dip PFS
IFA/Company Director
What our clients say
"Having trusted Craig with the financial planning of both my family and my business, I continue to be reassured that he not only fully understands and appreciates my specific needs but spends time with me to ensure we remain on course with our objectives."
Andrew Holt, Lutterworth, Leics
"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 Craig as he now looks after both my business and family affairs in such a different and innovative way when compared to my previous adviser."
Darren Oliver, Northampton, Northants
"Simon has been different to any other Financial Adviser I have met in that he constantly creates 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 Jerman, Norwich, Norfolk
Where to find us

Suite 1, Newton House, Northampton Science Park, Kings Park Road, Northampton, NN3 6LG

Make an enquiry
About us

At ML, we help clients achieve their financial goals by focusing on maximising our clients’ wealth whilst ensuring the same clients protect all 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 they achieve them.

Our services

Our vision is to become “the Independent Financial Adviser of choice in the South East of England”, as much for the demonstrable care and attention we pay to our clients’ requirements, the quality of our advice and our ongoing review process.

Our values are those of “integrity, openness and fairness”.

Our behaviours, well practiced by all who work at ML, are founded in the belief “that nothing is too much trouble for our clients where excellent customer service within a safe and secure regulatory framework are part of our culture, not the exception”.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

ML Financial Associates Ltd is authorised and regulated by the Financial Conduct Authority

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