Reviewed for

Insurance and Protection ( 15 )

Mortgages ( 7 )

Pensions ( 42 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 14 )

Auto Enrolment ( 1 )

Investments and Savings ( 39 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 9 )

Long Term Care ( 1 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 11 )

£100k - £200k ( 5 )

£50k - 100k ( 2 )

Up to £50k ( 8 )

Client reviews

First impression from a user who is not yet a client

May, 2019

Overall

Please provide a brief comment about your experience with Craig

Rytuu

Craig's reply

I am at a loss and disappointed to see this "first impression" when I have tried by email a few times to make contact and not sure what "Rytuu" means by way of brief comment on our experience?? Sounds more like sabotage of a profile, one I am proud has been consistently above the mis-rating offered by Mr Rose

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

I was wanting to put a. Retirement plan together to enable me to retire at 60

How has Craig McClurg helped you?

He advised me what to do with my various existing pensions and how i could make them work best for me.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

I was seriously contemplating retirement as my 60th birthday drew nearer & wanted to investigate all the relevant implications.

How has Craig McClurg helped you?

He clearly outlined my pension entitlements & future investment objectives.

Have you seen the outcome you were hoping for?

Thus far our investment portfolio has risen in value significantly, though we remain aware of market fluctuations.

What could they have done better?

Thus far our financial adviser and/or his team of colleagues have always been on hand to respond to queries we have raised & have addressed any issues in good time.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Initially the need to amalgamate various pension pots.

How has Craig McClurg helped you?

By providing clear advice and a financial strategy for future investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

A short emailed Actions Note after a meeting would be a bonus but not essential as Craig always follows up on his actions. It’s me that could use an occasional prompt

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

I was introduced to Craig 9 years ago by my mortgage adviser at the time he recommend him to me. I needed to understand my pension more clearly & he was available to spend time & explain things to me. In last 5 years I have inherited money through family bereavement & Craig has guided me to hopefully the right direction on savings & investments & paying things off.

How has Craig McClurg helped you?

In last 5 years I have inherited money through family bereavement & Craig has guided me to hopefully the right direction on savings & investments & paying things off as I was unsure whats the best thing to do financially. Always helpful & friendly.

Have you seen the outcome you were hoping for?

Its early days but hope in the future when I finally retire it will all work out for me. I can log on to me account whenever I need to check on my investments.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Needed pension advice

How has Craig McClurg helped you?

Consolidated various pensions and gave investment advice.

Have you seen the outcome you were hoping for?

Mostly.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

I already had investments with NatWest Bank. I had some more money to invest and I was planning to take early retirement. I felt that I could get a better return on my investments, therefore I decided to find a financial adviser that could improve my returns and give further financial advice. Craig McClurg has provided me with all that I needed.

How has Craig McClurg helped you?

He helped me move my NatWest investments into his recommended investment plan, and advised me how to manage my funds so that I could retire earlier than normal retirement age by placing my additional funds into bonds, that would earn better than normal interest rates, and allow me to manage through to my full retirement, where I would receive my state pension and a further private pension.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

Maybe, Craig could have got me better returns on my investments, but with the current state of the financial markets, I don't think any financial adviser would have done any better, unless they took greater risks, but that is too much of a gamble for me.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

My wife and I were coming to a stage in our lives where we needed to take control of our savings and pension positions.

How has Craig McClurg helped you?

Craig thoroughly went through our financial situation, and between us we planned a route forward for our investments and general finances. We could not have done this without his knowledge and expertise in financial matters. Craig is always available to us, and is more than happy to answer any questions we may have. He helped us at a very important time of our lives regarding our future financial needs, helping us look forward to a financial stress free retirement.

Have you seen the outcome you were hoping for?

Since investing our money through Craig, we have been more than happy with the growth in our funds.

What could they have done better?

I honestly can't think of anyway that Craig could have been of more help to us.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirment age I wanted a financial health check and advice

How has Craig McClurg helped you?

He took time to understand my current situation and where i wanted to be in the next few years. He then came back with a comprehensive illustration and recommendations for moving an existing pension and invetsments

Have you seen the outcome you were hoping for?

Not yet, early days, only put the plan into place three months ago. So far too early to make a judgement

What could they have done better?

Can't think of anything

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Initially,some eight or nine years ago, we discovered, to our dismay, that our mortgage endowment policy would be insufficient to cover the debt. We contacted Craig for help and advice.

How has Craig McClurg helped you?

Craig came to see us and took considerable pains to go through the range of our finances. It was a very long evening. He produced for us, in a short space of time, a detailed assessment of our financial position and offered advice about ways in which that position might be improved. In particular he found a none-too-painful solution to our mortgage problem.

Have you seen the outcome you were hoping for?

We have indeed. Since that initial meeting we have met Craig at regular intervals to review the financial situation and make appropriate changes to our investments which seem to have flourished over time

What could they have done better?

Neither of us feels that we can comment on the financial aspect of Craig,s work. In a very real sense, he is the professional and we are his customers who trust that what he is doing is best for us. That begs the questin, of course, as to why we trust him so. The answer there lies partly in our experience. Our mortgage problem was quickly resolved; our finances have flourished. Partly though it lies in the way in which we have been treated. We have been dealt with courteously, our concerns and questions have been listened to and answered fully . We have never felt patronised. On the contrary we have generally felt that we were made fully aware of everything concerning our finances and that our opinions were valued. When that sort of relationship exists between client and customer then a high degree of trust is invariably the outcome.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Craig McClurg helped you?

Provided advice on how best to manage our retirement pots.

Have you seen the outcome you were hoping for?

Yes. Good return seen on investment

What could they have done better?

Errrr......

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

I needed to ensure I was planning for my future.

How has Craig McClurg helped you?

Craig has given me regular advice regarding a wide variety of financial planning and has ensured that explanations are clear, simply explained and comprehensive.

Have you seen the outcome you were hoping for?

Yes so far I am very pleased with how my investments are doing

What could they have done better?

I am very satisfied with the help and advice I receive thank you!

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

Insurance payout after cancer diagnosis

How has Craig McClurg helped you?

By understanding that we needed to protect our funds as the future was uncertain. He gave us excellent advice that led to many more dealings with him covering a range of financial services.

Have you seen the outcome you were hoping for?

Yes, although investment is a long term strategy, we are happy to say everything is going to plan.

What could they have done better?

I can honestly say I can't think how the service we have received could have been better.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

I was looking for expert opinion and was recommended the excellent services of Craig McClurg

How has Craig McClurg helped you?

We was extremely knowledgable and very helpful on a range of financial issues

Have you seen the outcome you were hoping for?

Yes, my pension for example has seen significant growth

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Warwickshire

What were the circumstances that caused you to initially look for an adviser?

To make sure are money was being invested correctly and would give us a good return on retirement.

How has Craig McClurg helped you?

Came to discuss our portfolio and then recommended the best places to invest. He pulled our investments together to be more manageable. Regular updates on the portfolio.

Have you seen the outcome you were hoping for?

Yes although like all investments they do fluctuate although we did go for a balanced approach, so less volatile.

What could they have done better?

Not sure anything in particular. If we need help or advice he readily makes himself available.

First impression from a user who is not yet a client

July, 2018

Overall

Please provide a brief comment about your experience with Craig

Craig was very knowledgeable and extremely helpful and with my enquiry. He also discussed other services he could offer without any sort of hard sell. I would definitely go to Craig for any type of financial service. Excellent A+

First impression from a user who is not yet a client

January, 2018

Overall

Please provide a brief comment about your experience with Craig

Thank you. Extremely poignant chat and Craig very open and honest with his advice. We agreed to go no further as costs exceed benefits.

First impression from a user who is not yet a client

May, 2017

Overall

Please provide a brief comment about your experience with Craig

Appeared knowledgeable and experienced and may be able to provide assistance once I have finalised my objectives.

First impression from a user who is not yet a client

April, 2017

Overall

Please provide a brief comment about your experience with Craig

Very thorough, explained things well and offered alternatives. Was upbeat and genial

Craig's reply

Chris, Just wanted to say a huge thank you for your positive review on VouchedFor, it is very much appreciated. I would love to work with you going forward and whilst I remain convinced that your Standard Life SIPP is suitable for purpose, I also continue to feel that we may be better placed to offer more ongoing service/advice without any additional cost whatsoever - either initial or ongoing. Should you feel a more personal touch could help you better, then please don't hesitate to contact me directly and we can switch the pension easily and (as stated above) without any initial cost to you whatsoever. Warm Regards, Craig (ML) 07795 210307

First impression from a user who is not yet a client

March, 2017

Overall

Please provide a brief comment about your experience with Craig

Appointment kept on time. Craig was informative and understood requirements. Clear about ongoing costs/fees and considered pragmatic solutions dependant on further detailed info regarding my funds.

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with Craig

It's early days in reviewing my portfolio but the advice and feedback thus far is far more promising and proactive than my long-standing financial administrator so signs are good

First impression from a user who is not yet a client

October, 2016

Overall

Please provide a brief comment about your experience with Craig

Craig was slower to respond than I was anticipating so I made a further request to which I received a prompt response. To be fair, Craig subsequently tried to contact me but I was already talking to a different IFA

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

I was planning to take early retirement, and needed to get advice as to whether my current investments and my projected pensions would be sufficient to allow me to do so, and also to get the best possible returns from my savings and investments.

How has Craig McClurg helped you?

Craig confirmed that my plans for retirement was perfectly sensible, and suggested how I should manage my savings and investments to get better returns than I was receiving at the time.

Have you seen the outcome you were hoping for?

I am now two years into retirement, and my pension and savings are providing sufficient funds for my day to day living, whilst my investments are growing very nicely in order to provide further income in the future. The investments have done extremely well during the uncertainty of the markets over the past 18 months.

What could they have done better?

I cannot think of anything that is missing from the service that Craig provides. His office is just a phone call away.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

The need for a new will and inheritance planning.

How has Craig McClurg helped you?

Craig has suggested a series of Trusts and related setup to support my children inheriting from my pension and jointly owned property.

Have you seen the outcome you were hoping for?

We are still in the process of setting this all up but I am confident it will be achieved. Craig has never let us down before.

What could they have done better?

I am not always totally clear on how the company are charging me for the work / earn from my investments. In particular I am concerned what charges (if any) my children will be faced with for the inheritance arrangements on my death.

First impression from a user who is not yet a client

June, 2016

Overall

Please provide a brief comment about your experience with Craig

Very friendly and professional, gave me advice on my pension plans

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Craig

Craig was exceptionally helpful in assisting me make some important and complicated financial decisions surrounding a divorce and asset split. He understood quickly what I wanted to achieve and was not afraid to tell me the facts, even if they weren't all that favourable, so at least I am now in a good position to understand my liabilities going forwards.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

My husband and I needed some advice on getting the most from our savings and planning ahead for our pension pots.

How has Craig McClurg helped you?

Working with Craig has helped us get a clearer picture of our financial situation. He has helped us enormously in finding suitable products for our needs. He listened to what we wanted and was able to offer solutions in a simple, understandable manner, which is not always easy in the world of finance!.

Have you seen the outcome you were hoping for?

Yes, very satisfied with outcomes so far and feel happier and more relaxed knowing that our money is working more effectively for us. Ongoing, Craig is always responsive to our needs and available to discuss things at any time, however small our query might be.

What could they have done better?

Nothing comes to mind.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Warwickshire

What were the circumstances that caused you to initially look for an adviser?

The need to carry out a review of existing savings and make new investments for my wife and I for the future on our retirement from full time employment.

How has Craig McClurg helped you?

Craig provided very good advise about where existing savings were underperforming and would likely to continue to underperform in the future and set out a clear plan for future investments that would meet are our financial requirements for retirement.

Have you seen the outcome you were hoping for?

The retirement plan agreed was a long term one and we are waiting for investments to mature for future use, given the current economic position the investments are below where we hoped they would possibly be but we still confident that when we need to use our investments they should meet our expectations. Craig clearly explained at the outset that there would be could periods where investments might dip but our plan was set out so that, hopefully, we would be able to access our funs at a time when the market was to our advantage.

What could they have done better?

So far we are satisfied that Craig has done his best for us.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

I had a number of pension schemes and was looking for advice on how to consolidate the funds and additional retirement planning as I had started my own business.

How has Craig McClurg helped you?

Craig clarified the options on the various schemes and advised on how best to plan for my future retirement. Craig also advised on investment options for myself and my family which has been invaluable as he has provided advice and guidance in particularly complex areas.

Have you seen the outcome you were hoping for?

Absolutely. Personally I feel more in control of my pensions and investments than at any other time in my life. Without doubt Craig's advice and approach have been a major factor in this.

What could they have done better?

Nothing at all that I can think of. Craig has always been honest, trustworthy and reliable.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lanarkshire

What were the circumstances that caused you to initially look for an adviser?

Help required with the jargon involved.

How has Craig McClurg helped you?

Everything explained in great detail.

Have you seen the outcome you were hoping for?

Yes, one pension already being paid and another due shortly.

What could they have done better?

Nothing. Between Mr McClurg and his PA we received first class attention.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

I run a small business and had also gone through a major change in personal circumstances.

How has Craig McClurg helped you?

Craig and the team at ML Financial Associates provided great support and were knowledgeable, responsive and thorough.

Have you seen the outcome you were hoping for?

Most definitely, and as already mentioned, Craig has assisted both me and my company on a number of critically important financial matters.

What could they have done better?

Overall, I am very impressed with the high level of personal service I’ve received and would wholeheartedly recommend them.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

The evaluation of a pension fund and related retirement planning following an unexpected and untimely change in financial status.

How has Craig McClurg helped you?

Craig was able to listen, question and evaluate my retirement planning options whilst carefully considering my current and future personal financial circumstances. Options were presented in a concise and jargon free manner with support navigating the minefield of ever changing red tape and legislation that complicates the financial services industry.

Have you seen the outcome you were hoping for?

Yes, I have confidence that I have made an objective and informed choice regarding my investment portfolio with assurances that Craig and his team will continue to review and assess my portfolio, making impartial recommendation to maximise the security and return of my investments.

What could they have done better?

Not applicable - quite happy with the service offered

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Craig

Only had our initial (free) meeting so far but Craig came over as very professional and even during this initial meeting has aided us greatly. Looking forward to continuing with his advise on subsequent discussions. As we do not know exactly what we will require of him, we cannot comment on charges as they are not yet defined other than they are dependent on future decisions we make; what we were told at this meeting was clear.

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Craig

Very responsive, friendly and professional.

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Craig

Very pleasant and informative.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

I had recently received an inheritance and was looking at how I could best utilise this for my retirement.

How has Craig McClurg helped you?

Craig was excellent and very professional and through a series of meetings and discussions helped me identify my goals and explained how they could achieved. Craig also provided me with comprehensive reports detailing all of the information and his recommendations.

Have you seen the outcome you were hoping for?

The outcome I was looking for was for everything to be in place financially to prepare for my early retirement, as I write this now thanks to Craig I am confident that is the case.

What could they have done better?

I am struggling to think of anything.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Craig

Did exactly what we asked for

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Craig

I have not met Craig yet I will see him on 4/2/16

First impression from a user who is not yet a client

January, 2016

Overall

Please provide a brief comment about your experience with Craig

Have an appointment booked next week. So far have been impressed by both VoucgedFor and the contact and conversation with Craig McClurg.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

We had reached a point in time when we felt we needed to understand more about what our current financial position might mean looking into retirement even though that is still 20 years away. We also wanted advice on what types of investments might be right for us to start thinking about now.

How has Craig McClurg helped you?

Craig was fantastic - experienced, professional, friendly and no nonsense. He spent time with my husband and I gathering information about our circumstances and getting to know what type of advice and service we were looking for. He compiled a comprehensive and extremely useful report outlining all of the information that we were hoping for and gave us realistic and practical advice on potential next steps. Craig was patient in answering all of our basic questions and we really felt he understood where we were coming from. I wouldn't hesitate to recommend Craig to others.

Have you seen the outcome you were hoping for?

Craig gave us an excellent steer in the right direction which is what we needed at the time. Once we have followed through on Craig's advice we will seek further assistance from him.

What could they have done better?

No suggestions, all aspects of the service were helpful.

First impression from a user who is not yet a client

July, 2015

Overall

Please provide a brief comment about your experience with Craig

Made contact with us very promptly, Clear and concise with his advise and appeared to fully understand our requirements, Information so far received has been very informative.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Craig

Very good professional service, good advice

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Craig

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Craig

A useful discovery meeting

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Leicestershire

How has Craig McClurg helped you?

Friendly, knowledgeable and efficient. I have recommended Craig to loads of my friends as I believe his advice is impartial and second to none.

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Craig

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Craig

Responded very quickly to enquiry and understood what I wanted to achieve. Not pushy in anyway and went out of normal hours for meetings to suit me

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

Craig looks after my investments very well and is very patient with a client with very little understand tending of financial affairs.

What could they have done better?

Very little.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Craig

Very informative meeting and given as much time as we needed. We will be dealing with Craig for the future.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

Open, honest, friendly, approachable, very trustworthy - sound advice provided - clear to explain areas that he may not be an expert in or could suggest other approach/solution.

What could they have done better?

Everything required is provided - no obvious areas that need improving.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Leicestershire

How has Craig McClurg helped you?

Craig always listens to your plans and advises accordingly. Excellent understanding of the type of risk you are comfortable with. Charges fully explained and excellent value for money - in fact, I would say Craig is worth far more than his weight in gold! A totally professional service, but so much more as he has had to help me through an enormously difficult and uncertain period of my life. He is a complete professional with a massive "personal touch" too!

What could they have done better?

Not sure what Craig could improve on. He always keeps up-to-date with new developments and advises appropriately. He has enormous empathy, displays unquestioned honesty and I trust him implicitly. Not much to improve on really!!

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

Craig has been my financial advisor for many years, even pre ML Associates. He visits at a time that suits me and has always given me sound advice without any pressure. My finances are now in far better shape than 'pre-Craig'. I have complete trust in his judgement and would not hesitate to recommend his services.

What could they have done better?

I cannot think of anything

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Buckinghamshire

How has Craig McClurg helped you?

All the above. Knows me and my families situation clearly and lets me know when I need to change or amend stuff. Craig is always available, knowledgeable and up to speed and always, always, happy to buy me lunch on a fairly regular basis. What more could you you want?

What could they have done better?

Wear less tank tops. Be worse at golf. And know more about cars.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

Craig is more like a friend than a financial advisor. He always makes you feel at ease and visits at the most convenient time for you. The advice Craig has given us has always been first class and never pushy. We have recommended Craig to many of our friends and family and they have been equally impressed. Thank you Craig, we look forward to your next visit.

What could they have done better?

Can't really think of anything!

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

I would whole-heartedly recommend Craig. He provides an excellent, professional and timely service that is tailored to our needs and means. He has been instrumental in our family's financial planning and we can now look forward to retirement with added security.

What could they have done better?

Nothing comes to mind.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

Craig is very good at getting to know you as a person and takes the time to understand you as an individual. He listens to and appreciates the things that are important to you as well highlighting other areas you should also consider. Craig is very approachable a good sounding board. I know the advice I get is right for me and is delivered at a level I feel confident and comfortable.

What could they have done better?

I am very happy with the service I have received.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

First of all Craig got us out of some investments that were not doing well and recommended investments that made our money work for us. We retired just as the recession started and where to invest our lump sums was a real concern. Craig has given us excellent advice on how to weather the financial storm. Our investments have grown inspite of the precarious situation of the last 5 years. Craig always explains the options available for us in a thorough easily understood manner. He is a good communicator and takes an interest not just in our finances but also in ensuring that we are able to fulfil our goals. He always responds promptlyto phone calls/emails. Craig's PA is also really helpful.

What could they have done better?

Sorry don't have any suggestions.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

Craig is very proactive and knowledgeable and has been, and continues to be, a critical part of all our financial planning requirements. He is flexible and appreciative of how busy life gets and will always accommodate and fit round our availability.

What could they have done better?

Other than housework, or maybe making the tea rather than me, I canÂ’t think of anythingÂ….

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Buckinghamshire

How has Craig McClurg helped you?

Craig has been extremely helpful in all our financial planning since we were introduced to him by a family friend several years ago. He is very knowledgeable on a broad range of services and is able to communicate the complexity of each and every opportunity into simple to understand terms. Craig has the natural ability to explain risk, benefits and pitfalls effortlessly to allow us to make well informed decisions. He is both honest and trustworthy and continues to be a cornerstone for our financial affairs.

What could they have done better?

N/a

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Midlothian

How has Craig McClurg helped you?

Enthusiastic, committed and professional work ethic. Keen to understand my financial goals and works hard to ensure best possible outcomes, explaining well the recommendations made and that rationale behind this selection. Regular reviews and contact to ensure satisfaction with service provision.

Review from verified client

September, 2014

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Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

Craig is clear about our goals as we head toward retirement and has taken full account of our attitude to risk. Our savings are growing and we can now see how these savings will be deployed upon retirement The saving plans are reviewed on a regular basis, ensuring that they are balanced and meeting our requirements.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

Craig always listens to us and advises us with due regard to our view on risk. He always takes time to explain fully the implications and answer or questions as clearly as possible. He is always professional and exceptionally pleasant to deal with. He shows real concern for us and our situation. It is very helpful that he is willing to visit us at home once or twice a year and is always willing to answer financial planning queries by phone if necessary.r

What could they have done better?

we are extremely happy with the service provided.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

Craig explains things very clearly and helps to simplify more complicated financial decisions. He listens well and puts us at ease, such that we feel in control.

What could they have done better?

From our own dealings with Craig, there is nothing that we can suggest to improve his service.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

All questions are answered honestly. Available at reasonable notice for advice on any financial matter. Portfolio is monitored regularly and we are speedily informed of recommended changes. Office staff are friendly, efficient and knowledgeable. We would certainly recommend ML to anyone who is need of good financial support and sound advice.

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

Craig has acted on my families behalf for many years and we have always found him to act with honesty, integrity and to understand our requirements and objectives for financial planning.

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Northamptonshire

How has Craig McClurg helped you?

Craig is the consummate professional IFA who fully takes the time to understand his clients needs and situations. I would unquestionably recommend Craig in particular and ML Associates as the company, to anyone looking for good, sound financial advice from someone who understands his business and that can be completely trusted to act in the best interests of his client.