Welcome to this, our latest ML E-Newsletter!
We have covered a wide range of topics in this edition which we hope you find both interesting and informative.
Our New Website
We are pleased to announce the launch of our new look website which we hope you like and enjoy! With the business now in its 7th year we decided that now was the time to update and evolve certain elements of the business and…
Festive Opening Hours
Please be advised that our Christmas and New Year opening hours, for both the Wymondham and Northampton offices, are as follows; Normal office hours resume from Tuesday 2nd January 2018. Have a wonderful Christmas…
The Parliamentary Review
ML Shares Best Practice Alongside Prime Minister Theresa May in The Parliamentary Review All at ML were delighted to be invited to be part of this annual publication established by former minister The Rt Hon David Curry in 2010, The Parliamentary Review’s September release is now a key fixture in the political calendar. ML Financial
Well Done Hayley (again)!
Following Hayley’s recent exam success which we have celebrated in the last few e-newsletters we are delighted to share with you the news that Hayley has been promoted to the position of Trainee Paraplanner. This promotion is key within the business and will enable Hayley to really focus on more technical elements of the client
ML Office Opening Hours
You should have received a communication from us at the end of last month regards the above however we thought it would be good to also include the content within this month’s e-newsletter. We just wanted to advise of a couple of subtle changes to our office hours and advise when we will be available
ML On Tour
Well, the Summer break almost over and the ML team have all been on their holidays with their families and are now all back at work relaxed and refreshed. We hope that you have had a good break too…
Well Done Hayley!
With, what seems to be a regular theme, all at ML are again delighted to congratulate Hayley Sutton, Technical Administrator at ML Financial Associates, for passing yet another financial exam! Having passed the R03 exam earlier this year Hayley took the R04 module in July – Pensions and Retirement Planning – and passed first time.
ML Team Building Event
On Friday 7th July the whole ML team were treated to a day out in Cambridge taking part in various events throughout the day. We took part in a scavenger hunt, went punting and also we took part in a cocktail making exercise…
Welcome New Staff
All at ML are delighted to welcome Rachael Wharton and Suzannah Geraghty to the ML Team. Rachael joins us as Client Services Support from another financial services company and Suzannah joins us as a…
ML Trust & Estate Planning Ltd
Company Number 16524658 I Registered address; Suite 23, Newton House, Northampton Science Park, Kings Park Road, Northampton, NN3 6LG
ML Trust & Estate Planning Ltd is not regulated by the Financial Conduct Authority