Meet The Team

Craig McClurg BA (Hons) (Dip PFS)
Director/Independent Financial Adviser

After a year on a soccer scholarship in Florida, Craig attended De Montfort University in Leicester from where he graduated with a BA (Hons) in Marketing and Psychology.

In 1995 he joined the Direct Sales Division of ‘Commercial Union Life’ where after qualifying as a Financial Adviser he became a Senior Financial Adviser and, following mergers (first with GA Life and then NU Life), held various Senior Sales Manager roles.

In 2002 he became an Independent Financial Adviser and latterly has additionally held the role of Compliance Director.

He has throughout his career consistently achieved a high level of success, evidenced by the fact that he continues to be ranked in the top 1% of Independent Financial Advisers Worldwide.* Married to Sophie, they have twin daughters.

If you would like to contact Craig or would like a complimentary consultation with him, please contact his office on 01604 726684 or e-mail him directly on craig.mcclurg@mlfa.co.uk

*Source Million Dollar Round Table (MDRT) 2014

VouchedFor rating and reviews for Craig McClurg, IFA NORTHAMPTON

 

David Lister (Dip PFS, Certs CII (MP & ER))
Director/Independent Financial Adviser

David has over 38 years’ experience in financial services and can use this experience when it comes to advising clients to help them make the right decisions.

He was a bank manager at the age of 30 and has held a number of senior managerial positions. In discussions this helps him understand client’s problems and to be able to assist them with their financial planning. He has worked in Hertfordshire and Kent and moved back to his native Norfolk when he left banking.

As a financial adviser he has worked for Sun Life Financial of Canada and became an Independent Financial Adviser (IFA) in 2001. He has enjoyed huge success and is now independently ranked in the top 5% of financial advisers worldwide*. He is fully qualified to the new Diploma Level and has therefore the Dip PFS qualifications and adopts the PFS Code of Ethics.

As a director of ML Financial Associates he sets high standards in his personal life and carries those standards through to assisting clients when planning their finances.

He has been married to Carole for over 40 years, has two children and two grandchildren.

If you would like to contact David or would like a complimentary consultation with him, please contact his office on 01953 711123 or e-mail him directly on david.lister@mlfa.co.uk

*Source Million Dollar Round Table (MDRT) 2014

Reviews and Ratings for Financial adviser David Lister, Norwich

 

Simon ListerSimon Lister (Dip PFS)
Director/Independent Financial Adviser

Simon began his career in the Actuarial Pensions Division of ‘Norwich Union’ in 1997 and was promoted twice in his 2 years there. In 1999 he joined a local Mortgage Broker where, after a period as a Trainee during which time he obtained the necessary qualifications, he became a Mortgage Adviser.

In 2000 he joined Abbey National Bank where, by examination he became a qualified Financial Adviser. In 2001, he became an Independent Financial Adviser and has been a consistently high achiever throughout his career as evidenced by the fact that he continues to be ranked in the top 1% of Independent Financial Advisers worldwide.*

As someone who is extremely well qualified in the financial services sector, he remains a strong believer that his constant thirst for further qualifications will, as intended, play a significant part in raising the profile of his profession and improving overall consumer confidence and trust. Married to Tanya, he has two children.

If you would like to contact Simon or would like a complimentary consultation with him, please contact his office on 01953 711123 or e-mail him directly on simon.lister@mlfa.co.uk

*Source Million Dollar Round Table (MDRT) 2014

 

Sue GreenSue Green
Client Relationship Manager

With over 8 years’ experience as a Paraplanner within the financial services sector, Sue uses her extensive administrative experience to support both the ML back office and the ML advising team. She regularly communicates with clients to answer any administration based questions they may have and ensure they are kept well informed of their position at all times.

If you would like to contact Sue, please contact her office on 01604 726684 or e-mail her directly on sue.green@mlfa.co.uk

 

Tracey WrightTracy Wright
Client Relationship Manager

Tracy brings a wealth of experience to ML having previously worked as a Financial Adviser and a Paraplanner before taking time off to start a family. Tracy holds the Certificate in Financial Planning (CeFA).

Tracy’s role is to support our advisers with client meetings and researching financial solutions recommended by our advisers.

If you would like to contact Tracy, please contact her office on 01953 711123 or e-mail her directly on tracy.wright@mlfa.co.uk

 

Ginnie StephensGinnie Stephens
Client Relationship Manager

Ginnie completed a Master’s Degree in UK Politics in the 1990s, whilst holding various teaching jobs in London, Colchester and Houston, Texas. In 1997, she finally moved permanently from her native France to England, where she first worked as an editor for financial publishers Euromoney, before taking a break to start a family.

Ginnie recently joined ML Financial Associates from another firm of financial advisers, which she joined after she moved to Norwich in 2003 and where she gained experience in all aspects of adviser support, back office administration and paraplanning.

If you would like to contact Ginnie, please contact her office on 01953 711123 or e-mail her directly on ginnie.stephens@mlfa.co.uk

 

Trevor CooperTrevor Cooper
Report Writer

Trevor has previous experience working as an Independent Financial Adviser over a period of 15 years. Prior to being an adviser he was Regional Manager for an Insurance Company.   

He is now providing administration support to the Paraplanners.

If you would like to contact Trevor, please contact his office on 01953 711123 or e-mail him directly on trevor.cooper@mlfa.co.uk

 

Tanya ListerTanya Lister
Administrator

Tanya has extensive experience within the financial services sector having worked for a number of financial institutions for over 12 years such as Aviva, NPI and Aegon. Tanya has recently returned from maternity leave and her role as ML’s Office Secretary involves her running various projects given to her by the Board.

She is married to Simon and they have two children.

If you would like to contact Tanya, please contact her office on 01953 711123 or e-mail her directly on tanya.lister@mlfa.co.uk

 

 

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