News

Apr

10

Finance & Football

There are many football supporters within the offices of ML so we were delighted to be approached by a local children’s team at our Norfolk office – Wymondham Town United Football Club Under 12’s Falcons – with regards to us supporting…

Apr

3

Congratulations Rachael!

The team at ML just wanted to say a huge well done to Rachael Wharton, Client Services Support at ML Financial Associates, who last month passed the R05 Financial Protection exam.
Aiming to obtain the Cll Certificate…

Feb

11

Welcome Nikki

All at ML are delighted to welcome the latest addition to the team – Nikki Fries.

Nikki, based at our Wymondham office in Norfolk, joins us as a Paraplanner, a role that sees her providing financial…

Oct

10

ML Stars On The Big Stage

ML Directors Simon Lister and Craig McClurg took ML stateside this summer, accepting an invite to the MDRT (Million Dollar Round Table) 2018 Annual Meeting which took place in Los Angeles, California.

Sep

11

Hello & Goodbye

The last month has seen a couple of changes within the offices of ML with two new team members joining us – welcome Andy Moss and Julia Pyke.

Julia joins us as an Office…

Jun

12

New Team Members

All at ML are delighted to welcome the two latest additions to the ML Team – Lorraine Devenny and Julie Fitches. Lorraine joins us on a permanent basis in the role of Client Services Support having worked on a short term …

May

17

Congratulations Hayley!

All at ML are delighted to let you know that Hayley has achieved the ‘Diploma in Regulated Financial Planning’ which is something that we are all extremely proud of. Following a busy 2017, that saw ML support Hayley in taking…

Apr

17

Local Charity Support

As some of you may know David Lister, Independent Financial Adviser at ML, is also the Chairman at the local Wymondham Rotary Satellite Group and the group were delighted to recently hand over the results of their latest…