Liam Frost
Liam is Client Services Support at ML Financial Associates and is based at the Wymondham office in Norfolk. Liam provides support to the Planners as well as the Technical Administrators and Administration colleagues. Joining ML at the start of 2026, Liam has worked in the financial services industry for nearly 20 years. Outside of work, […]
Isabella Baker
Isabella is Client Services Support at ML Financial Associates and is based at the Wymondham office in Norfolk. Isabella provides support to the Planners as well as the Technical Administrators and Administration colleagues. After graduating in 2023 Isabella then worked for another financial firm before joining ML in 2025. Outside of work Isabella, who prefers […]
Remy Farrant
Remy is Client Services Support at ML Financial Associates and is based at the Wymondham office in Norfolk. Remy provides support to the Planners as well as the Technical Administrators and Administration colleagues. Prior to joining ML, Remy spent 4 years within a Pension Transfer firm specialising in DB transfers. Outside of work you can […]
Sue Green
Sue is a Client Services Support at ML Financial Associates and is based at the Northampton office. Sue’s role is to support the advisers in terms of researching and documenting various appropriate financial solutions to meet the needs of our client’s. Also, as the sole member of our back office team based at Northampton, Sue […]
Rachael Wharton
Rachael is a Technical Administrator at ML Financial Associates and is based at the Wymondham office in Norfolk. At ML Rachael provides support, not only for the Administrators, but also to the Planners and is currently working to achieve the Diploma in Regulated Financial Planning with the aim of becoming a Paraplanner. Prior to joining […]
Tracy Greengrass
Tracy is the Senior Trust & Estate Planning Administrator for ML Trust & Estate Planning, the sister company to ML Financial Associates, and is based at the Wymondham office in Norfolk. Her role incorporates the management of the day to day running of the Trust company and sourcing the best possible trust solutions for our […]
Lucy Pipe
Lucy is Senior Client Services Support at ML Financial Associates and is based at the Wymondham office in Norfolk. Joining ML in late 2017, Lucy provides support to both the Paraplanners as well as the Planners. Extremely experienced, Lucy has spent over 30 years working in a number of different roles within the Financial Services […]
Suzannah Greenaway
Suzannah is Personal Assistant to Simon Lister, MD at ML Financial Associates, and is based at the Wymondham office in Norfolk. At ML Suze’s role is to provide support to Simon. Prior to joining ML, Suze worked for a large accountancy company in London for six years before moving to Norwich in 2010 where she […]
Julia Sheldrake
Julia is the Senior Office Administrator at ML Financial Associates and is based at the Wymondham office in Norfolk. Julia’s role at ML, other than being the first point of contact for clients, is to liaise with financial providers, assist with internal client meetings as well as supporting the ML team with all of their […]
Jasmine Avery
Jasmine is Client Services Support at ML Financial Associates and is based at the Wymondham office in Norfolk. Jasmine provides support to the Planners as well as the Technical Administrators and Administration colleagues. Prior to joining ML, Jasmine spent the last two years within financial services, primarily in the pensions and investments sector. Outside of […]
