Financial Advisers
in Norfolk

We do not believe that important financial planning decisions should be handled by following flow charts or answering a series of questions posed by staff in a call centre. We want to give you our time and knowledge, helping you to build a clear view of how to plan for the road ahead.

We’re an independent financial planning & wealth management business, passionate about giving everyone the opportunity to access good quality financial advice whether that’s help with life assurance, mortgages, investments or their pension scheme. Our advisers are qualified to the highest professional standard and believe in offering innovative, tailored solutions — not a one-size fits all approach.

Offering a complete range of financial services also available Charted Financial Planning; PLS Financial Services is happy to facilitate any or all of your financial requirements. Providing everyone with personalised service and detailed expertise.

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

As a locally owned, genuinely independent company, we pride ourselves on the quality of our independent financial advice and customer service to both personal and corporate clients. Our success has been built upon word of mouth” referrals from existing clients and close relationships with solicitors and accountants. With offices in Norwich, Gorleston and Lowestoft, we have a strong presence throughout Norfolk and Suffolk.

We offer a personal but professional service and feel we can add value in helping clients find their way through the maze of financial products, funds and options that are available today. Above all we try to be as open and approachable as possible in order to help build a long and lasting relationship with our clients.