Welcome Pat!

We are absolutely delighted to welcome the latest addition to the ML team – Pat McGee who joins us as a Chartered Financial Planner.

Pat joins the current advisory team of Simon, Craig and Hayley and while Pat will be spending a lot of time out and about the county meeting clients he will be based at our Wymondham office in Norfolk.

Pat joins ML having had a long and established career in the financial services industry holding a number of advisory and managerial roles at national companies including Nationwide where he was a Branch Manager by the age of 22.  Qualified to Chartered status Pat also holds the pension transfer specialist qualification.

Outside of work Pat enjoys keeping fit and watching sport as well as enjoying good food and travelling however, most importantly he enjoys spending time with his wife and twin sons Darragh and Cormac.

Simon Lister, Managing Director, ML Financial Associates said: “We are absolutely delighted to have secured the services of Pat to the ever-increasing team here at ML and whilst his skill sets, experience and qualifications ensure he has the necessary tools to carry out his role and responsibilities to great effect, it is really important that his professionalism, desire for excellence in client servicing and his traditional family values are perfectly aligned to the principles that we have at ML.  We like to feel that all of us at ML, the team and our clients are one big extended family – so welcome to the family Pat!”


Whilst our Northampton office hours are largely the same as our Head Office in Wymondham, there are occasions when it is unmanned during the working week.

We would love to see you though – so if you do not have a meeting booked in at our Northampton office, but are thinking of popping in to see us or to drop something off to us, then please give us a call on 01953 711123 to check that there will be someone in the office for when you plan to visit.

Thank You