Our Services...

Our team are committed to building upon our passion for excellent service. The fair treatment of our clients is at the heart of everything we do and this is reinforced by our outstanding levels of client retention.

The bespoke design of our client management solution allows us to fully manage clients' needs and ensure regular reviews take place so we are always up to date with client circumstances.

Delivered by our qualified team we provide sound technical advice and an attentive personal service. All communication we send is clear and free from jargon and clients are kept informed at all stages of the process.

We are authorised and regulated by the Financial Conduct Authority complying with all regulations, providing a professional and reliable service whilst maintaining integrity and honesty.

To further illustrate our commitment your initial consultation is free, without obligation. There after we operate on an agreed fee or commission schedule to ensure maximum value for the client.

The MLi Advice Team

We pride ourselves on ensuring our clients receive a consistently excellent level of service and are dedicated to maintaining a team who genuinely understand and care. Our team are all committed to a programme of continuous professional development and work together to ensure all aspects of our clients' needs are met. Honesty, integrity, reliability and flexibility, combined with individual skills and experience allow us to deliver a full, professional and reliable service.

Steve Loomes

Managing Director

Steve has 30 years industry experience, and builds longstanding, trusting relationships with his clients.

Owen Meads

Managing Director

Owen has 20 years' experience, and is passionate about providing professional financial advice with exceptional customer service.


A first rate service

Steven Varley on his experience of MLi Advice

"A first rate service from a highly competent and professional advisor who combines the old fashion values of client care, with up-to-date modern thinking and technology. The services provided are tailor made to fit the clients requirements. A most efficient and modern firm of financial advisors well suited to advise both individuals and businesses. My wife and I, as individuals, and my firm, as a business, have nothing but great respect and confidence in the advice given by MLi Advice."

Total Discretion

Ian Naylor on the last 12 years

"Owen Meads of MLi Advice has been my financial adviser for some twelve years. During this time I have found him to be steady, level headed, honest, hardworking, very capable and extremely trustworthy. Owen seems to have an uncanny knack of knowing which funds to be in and when to be out. I have recommended his services to family and friends and nobody, including myself, has any regrets. I have every confidence in his abilities, hence he has total discretion with regard to the management of my pension fund and financial affairs."

Friendly, Personal and Straight Forward

Anton Lavery on Insurance

"Steve Loomes has handled both my personal and business insurance needs for many years now. I have always found Steve to be highly professional and technically competent ensuring we have the appropriate cover in place where we needed it. To have somebody working with you that you have total trust in is invaluable. On the occasions that we have had the misfortune to make a claim Steve has really proved his work by acting above and beyond the call of duty to ensure we got the best outcome in some difficult circumstances. With Steve and MLi Advice, I have complete confidence that we have the right cover and are paying a fair premium and that there will be no nasty surprises. The service and advice is all delivered in a friendly, personal and straight forward manner and Steve and his team are always available to answer any queries we might have. In short, the service provided by Steve and his team at MLi Advice is exemplary; I could not recommend them highly enough."

Completely Professional & Personalised

Rachel Royston-Webb on financial advice

"The advice I received was not only completely professional but completely personalised and made me feel very confident in the services I was signing up to. Owen gave me a lot of reassurance which I needed at the time and I felt that nothing was too much trouble for him. The costings for the services provided were completely visible and made clear to me throughout. There were no hidden surprises and I was (and continue to be) very happy with the outcome. I have no hesitation in recommending MLi Advice to my friends or clients - they provide an excellent service and one in which you can have complete peace of mind."

Wealth Manager

Jonathan on his experience of MLI Advice

"I have now been using MLI Advice and Owen Meads for nearly 2 years as effectively our "wealth manager". Owen provides detailed but easy to understand advice on how I should approach my retirement, and has helped me clearly plan for the future. He is extremely proactive; he always responds promptly to any questions I have and follows up any actions which I have requested with meticulous detail."

Poppleston Allen

Joan Walsh, Finance Manager

"Poppleston Allen has been working with MLi Advice for over two years, following their recommendation to us by another business associate. We work with their business on pensions, death in service cover and private healthcare. We have found Owen and his team (notably Karen) enthusiastic, eager to please and respond quickly and efficiently to any issues that arise."

A Great Understanding

David on his experience

"I have had Owen as my financial adviser for several years, during this time he has through our face to face meetings developed a great understanding of my financial requirements. Throughout the year he will regularly contact me when something has triggered an issue in my portfolio, he is clearly alert to how developments affect my financial requirements and he swiftly communicates these in a clear, concise manner - no jargon. In short Owen actually and actively manages your pension portfolio to ensure you get the best returns from the market."

Cost savings & Increased Income

Lynne Bramwell on her long-term experience

"I have been very happy with the financial advice that Owen has been providing me with for over ten years. He takes into account my attitude to risk and invests accordingly. Even in the financial crisis of 2008, Owen handled my finances far better than many comparable firms providing financial advice. Over the years, Owen has made recommendations that have resulted in either cost savings or increased income and the annual charge for his services is very fair. I would be happy to recommend Owen."

Protecting our Investment

Sue & Roy on Owen Meads

"Owen became our financial adviser prior to the start of MLi. From the very outset we were impressed not only by Owen's knowledge of pension investments but importantly by his professionalism. As an example, when many of our friends saw their pension funds severely affected by the banking crisis due to falling share prices Owen took immediate action by switching funds thereby protecting our investment. What you get with Owen is personal touch. He understands our lifestyle and manages our pension fund accordingly."