Simon is the Managing Director at ML with responsibility for the running of the company on a day to day basis, managing the finance and heading up the ML Investment Committee.
He is also one of the Independent Financial Planners and whilst he is based in Wymondham the majority of the time, he is also often seen in the Northampton office.

Having started within financial services in 1997 in the field of Actuarial Pensions, he soon discovered his passion for pension knowledge. Since becoming an Independent Financial Adviser in 2001, Simon has held a number of senior roles within the industry and is now the Pensions specialist within ML. Simon is ranked in the Top Tier of Financial Advisers worldwide*

Married to Tanya, who also works at ML, they have two children – Charlie and Mollie, so weekends are family time for all four of them as well as spending time with their two dogs, Coco and Meg. Simon also helps coach Charlie’s football team and is a passionate Norwich City fan and season ticket holder.

*Source: Million Dollar Round Table (MDRT) 2023

Craig is the Compliance and Marketing Director at ML. He is also one of the company’s Independent Financial Planners spending the majority of his time working from our Northampton office but often makes the trip over to East Anglia to work with clients in both locations.

Having played football for England schoolboys Craig embarked on a soccer scholarship in Florida before his graduation in 1995. Starting in financial services in 1995, he held several senior roles at a number of blue chip companies within the financial sector, before becoming an Independent Financial Adviser in 2002. Craig is also ranked in the Top Tier of Financial Advisers worldwide*

Craig has twin daughters, Jessica and Caitlin, and when not driving his daughters to various sports clubs or walking his troublesome Labrador Nala, he is a keen practitioner of Neuro Linguistic Programming (NLP). Due to his Scottish descent he follows the fortunes (or mis-fortunes) of Motherwell Football Club and with any remaining spare time he loves nothing more than getting out on the golf course.

*Source: Million Dollar Round Table (MDRT) 2023

Hayley is an Independent Financial Planner at ML Financial Associates and is based at the Wymondham office in Norfolk. Having studied extensively for three years passing all her financial planning exams at the first attempt, Hayley has achieved the  Diploma in Regulated Financial Planning (DipPFS) qualification.  This has seen Hayley progress from a Technical Administrator, through to a  Paraplanner,  to her current role as a Financial Planner.

Hayley’s career to date has been within the financial services industry having held other roles at another local firm prior to joining ML.  It is Hayley’s drive, determination and ambition to excel within the industry and a desire to continually increase her knowledge base that really sets her apart.  This is why we are proud to have Hayley represent ML as a Financial Planner.

Outside of work Hayley likes to spend time with family and friends, holidays and is currently enjoying the renovation of her house.

Dean is an Independent Financial Planner at ML. While based in the Buckinghamshire and Oxfordshire areas, he also works from the Wymondham and Northampton offices.

Dean began his career in financial services in 1999 with Britannia Building Society, where he discovered a passion for providing clients with holistic financial advice. This led him to become an Independent Financial Adviser in 2002, allowing him to take a more comprehensive approach to supporting his clients. Over the past 20 years, Dean has developed a particular expertise in estate planning, helping clients to build and safeguard their family wealth for future generations.

Recognized for his excellence, Dean is ranked among the Top Tier of Financial Advisers worldwide.*

Outside of work, Dean and his wife Sophie share a love for the outdoors. When he’s not on the golf course, they can often be found hiking mountains, swimming in lakes with friends, or enjoying holidays both in the UK and abroad.

*Source: Million Dollar Round Table (MDRT) 2023

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 worked for another company within the Financial Services sector.

Suze and her husband Jamie have two young children which keeps them both very busy. Outside of work Suze likes to spend her spare time socialising with her family in both Kent and Devon and is also a keen runner (when she is not on the sidelines of a football pitch or at a gymnastics event supporting her children).

Lisa is the Operations Manager at ML Financial Associates and is based at the Wymondham office in Norfolk. Lisa’s role at ML is to support the team and business in all operational and HR matters.

Starting her career in Financial Services 19 years ago with Aviva, Lisa then moved an Independent Financial Advice firm where she progressed from Trainee Administrator to Financial Services Manager over a 14 year period. During this time Lisa completed a degree in Leadership and Management, was awarded Chartered Manager status and is also a Fellow of The Chartered Management Institute. Prior to joining ML, Lisa was a senior leader with an independent training provider specialising in Financial Services apprenticeships.

Married to Darren, they have three daughters. Outside of work Lisa enjoys spending quality time with friends and family and most weekends can be found by a football pitch supporting her youngest daughter’s football team, where she is also a welfare officer. With a passion for learning, Lisa is also undertaking her Level 7 strategic leadership qualification.

Gary is the Business Development Manager at ML Financial Associates and is based at the Wymondham office in Norfolk. Gary’s role at ML is to develop the company’s marketing, promotion, communication and events programme to identify potential opportunities for the business as well as supporting the Directors and the rest of the ML team where required. As part of ML’s Management Team he also contributes fully to the development of the business strategy at Board level.

Before joining the ML Team in 2015, he had a career outside of the Financial Services industry holding a number of sales and marketing posts at local high profile organisations which included a 21 year period at Norwich City Football Club (where he progressed from Customer Services, Retail, and Account Management to the position of Advertising & Sponsorship Manager), Barnham Broom Hotel, Spa and Golf Club and latterly East Anglia’s Children’s Hospices (EACH) where he progressed to a Corporate Development role within their central team.

Married to Sarah they have two children. Outside of work and given his history with the Club Gary is a keen supporter and season ticket holder at Norwich City.

David is a Senior  Paraplanner at ML Financial Associates and is based at the Wymondham office in Norfolk. David’s role at ML is to work alongside, and provide support to, both the Planners and Technical Administrators in the gathering of research and information and providing financial strategies aligned to achieving our clients goals and objectives.

Joining the ML team in 2021, David has over 20 years experience in the Financial Services sector in various advisory/paraplanning roles and has attained Chartered Financial Planner status and is also a Fellow of the Personal Finance Society.

Outside of work, David likes to spend time with his family and playing golf.

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 the ML team in 2017 much of Rachael’s career was spent at Aviva where she progressed from an Administrator through to various roles in protection and underwriting.

Outside of work Rachael likes to spend some quality time with family and friends and enjoys travelling and holidays.

Julie is Client Services Support Team Leader at ML Financial Associates and is based at the Wymondham office in Norfolk.  At ML Julie provides support to the client services team, paraplanners as well as the planners.

Julie has vast experience within the Financial Sector having spent the majority of her career to date as a Branch Manager for the Norwich & Peterborough Building Society.

Julie lives in Cawston with her husband Simon (not Lister) and their son Levi and enjoys family time at the weekends.

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 will regularly communicate with those clients that are based nearer to Northamptonshire.

With over 18 years’ experience within the financial services sector, along with her extensive administrative experience, Sue is a valuable member of the team and as an original member of the team since 2011 she has seen the business grow considerably.

Married to Andy, they have two grown up children and are now proud grandparents to five grandchildren. Sue devotes a great deal of her time to her grandchildren as well as spending time at her newly acquired allotment.

Lucy is 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 sector.

Married to Paul they have three children and most of the time, outside of work, Lucy can be found on the side of a football pitch supporting Thomas, Chloe and Oliver with their football ventures. Thomas currently represents Wroxham playing for both the reserve and first team.

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 work, Jasmine enjoys dancing and floristry, as well as spending time with friends and family. She lives with her husband Sam and young son Edward and at the weekend they can usually be found enjoying a walk along the beach with their cocker spaniel Daisy.

Tracy is Client Services Support at ML Financial Associates and is based at the Wymondham office in Norfolk. Tracy’s role is to support the Planners as well as the Technical Administrators and Administration colleagues.

Starting her career within the hospitality industry, Tracy also spent several years managing a dive resort in the Cayman Islands followed by working as a School Business Manager in Bedfordshire.

Married to Gary (not Cook) they have one daughter who is currently at university.

Outside of work Tracy enjoys sea swimming (the ocean is her happy place)!

Tracy loves to travel and visit new cities and embrace a bit of local culture.  As a relative newcomer to Norfolk Tracy enjoys planning trips to the local small theatres, independent restaurants and discovering history and new things in our wonderful city of Norwich.

If that wasn’t enough Tracy also enjoys all things YOGA, and has a keen interest in aromatherapy, stress management and well-being.

Beccy is Client Services Support at ML Financial Associates and is based at the Wymondham office in Norfolk and provides support to the Planners as well as the Technical Administrators and Administration colleagues.

Before joining the ML team, Beccy accumulated over 10 years administrative experience, most recently having worked in Client Relations for a Norwich based solicitors firm

Outside of work Beccy and her partner enjoy home improvement projects and going to 80’s music festivals. Beccy is also a keen music buff and enjoys a cosy night in with a cuppa and a scandalous true crime documentary.

Paul is Client Services Support at ML Financial Associates and is based at the Wymondham office in Norfolk providing support to the Planners as well as the Technical Administrators and Administration colleagues.

Prior to joining ML Paul worked in banking and finance, in a variety of different roles, for over 14 years. Most recent of which was as a Mortgage and Protection Adviser for a national new homes and property services company covering the East of England.

Outside of work Paul likes to spend time with wife Emily and their miniature dachshunds Frankel and Arlo in the company of their friends at pubs, parks or beaches around Norfolk.   Paul enjoys travel whether that is to the far flung corners of the globe or more locally, including watching Norwich City FC both home and away.

A keen DIYer Paul likes to get his hands dirty and has developed a passion for renovating properties.

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 clients.

Joining ML in 2012 Tracy brought with her a wealth of industry experience with her having previously worked as a Financial Adviser and Paraplanner achieving the Certificate in Financial Planning (Cert PFS) before taking some time out to start a family.

Tracy is married to Ian and has a son, Isaac as well as three step-daughters Jessica, Rebecca and Abigail. Outside of work Tracy likes to spend time with her family and has a keen interest in nutrition, holistic therapies and personal development.

ML Trust & Estate Planning Company LLP is a limited liability partnership registered under registration number OC354250.

Products offered under this remit are not regulated by the Financial Conduct Authority

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 usually find Remy on the Farm with her horses and sheep. Remy and her partner Dom also have two cocker spaniels. Controversially, Dom is an avid Ipswich Town FC supporter.

Trish is the 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. Trish’s role is to support the clients on their estate planning journey, providing the best solutions.

Prior to joining ML Trish started her working life in finance and banking and has spent the last 14 years in Estate Planning and Conveyancing at a local solicitors.

Outside of work Trish loves to take in a concert or theatre show especially in the West End, spending time with her family and catching up with friends. Her favourite holiday destination is Italy and her ‘happy place’ always involves the beach for long walks with her husband and their much-loved pooch.

ML Trust & Estate Planning Company LLP is a limited liability partnership registered under registration number OC354250.

Products offered under this remit are not regulated by the Financial Conduct Authority.

Tanya is the Head of Accounts at ML Financial Associates and is based at the Wymondham office in Norfolk. Tanya’s role at ML covers all aspects of the ML accounts and finances including the vitally important task of payroll!

With a wealth of experience gained in the Financial Services industry Tanya has previously worked for Aviva, NPI and Aegon Scottish Equitable and was invaluable in helping with the formation of ML back in 2011.

Married to Simon (Lister), they have two children Charlie and Mollie and with less of an interest in the fortunes of Norwich City Football Club than her husband, she spends her spare time with her family and friends.

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 administrative duties.  Julia is based on reception, so is often the first person you see or speak to when you contact the Wymondham office.

Joining the ML team in summer 2018, Julia has previously worked in a similar role at Delia’s Canary Catering based at Norwich City Football Club.  Over the 17 years at the football club Julia worked as part of the Catering Events team both behind the scenes and front of house.

Outside of work Julia enjoys visiting local eateries with fiancé Chris and walking their dog Suzie at one of Norfolk’s many beaches. In any other spare time Julia can be found at her local gym.