Meet The Team

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Simon Lister (DipPFS)

Managing Director / Independent Financial Planner
Simon Lister (DipPFS)

Managing Director / Independent Financial Planner

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 1% 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 cockapoo, Coco. 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) 2017

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Craig McClurg (BA Hons, DipPFS)

Compliance Director / Independent Financial Planner
Craig McClurg (BA Hons, DipPFS)

Compliance Director / Independent Financial Planner

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 1% 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) 2017

4.8


Craig McClurg financial-advisor-ifa ratings on VouchedFor

Craig McClurg financial-advisor-ifa ratings on VouchedFor

250IFAs
01604 726684
Suite 1, Newton House, Northampton Science Park, Kings Park Road, Northampton NN3 6LG

David Lister (DipPFS Certs CII (MP & ER))

Independent Financial Planner
David Lister (DipPFS Certs CII (MP & ER))

Independent Financial Planner

David is a one of the Independent Financial Planners at ML and dedicates his time exclusively to client work, based in our Wymondham office.

Having started his career in the banking sector, managing a Bank for many years, in 1997 he took this experience and became a Financial Adviser. To date David has accumulated over 40 years’ experience in the financial services market.

Married to Carole, they have two children, Simon and Sarah (who now lives in Australia) as well as four grandchildren – Charlie, Mollie, Daisy and Violet. David is a keen Norwich City fan and season ticket holder, enjoys going to the theatre, eating out and frequent holidays. David is currently the Chairman of the local Wymondham Satellite Rotary Group which has seen him spearhead several campaigns that has recently resulted in over £60,000 being raised for several local charities.

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Hayley Sutton (DipPFS)

Independent Financial Planner
Hayley Sutton (DipPFS)

Independent Financial Planner

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.

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Victoria Fox

Executive Assistant & Project Manager
Victoria Fox

Executive Assistant & Project Manager

Victoria is the Executive Assistant and Project Manager at ML Financial Associates and is based at the Wymondham office in Norfolk. Providing direct support to the Directors, Victoria also has the added responsibility of heading up various ‘projects’ within the business as well as contributing to the development of the overall business strategy as part of the Management Team.

Joining ML in January 2016 Victoria’s career had been outside of the Financial Services Industry, primarily in the housing, oil and gas sectors where she directly supported senior individuals at multi nationals such as Circle Housing (now Clarion) and Petrofac. With her vast experience at supporting key individuals in her previous firms, she is extremely well placed to help both Simon and Craig spend the majority of their time both running the company and supporting their individual clients.

Married to Jeremy, with whatever spare time she has left Victoria enjoys keeping fit through cycling and running.

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Gary Cook

Business Development Manager
Gary Cook

Business Development Manager

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.

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Helen Winslow

Operations & HR Manager
Helen Winslow

Operations & HR Manager

Helen is the Operations and HR Manager at ML Financial Associates and is based at the Wymondham office in Norfolk. Helen’s responsibilities include reviewing, implementing and managing all operational procedures and leading the HR function of the business. As the third member of the Management Team she is also a vital component to the development of the overall business strategy for the company.

Helen joined the team early in 2017, having worked for another local business since 2006 in a similar capacity. Helen has worked within the Financial Services industry for the past 20 years and is an associate member of the Chartered Institute of Personnel and Development.

Married to Simon (not Lister!) they have two daughters who both swim competitively so Helen is well versed to 04.30am training starts throughout the week. With whatever little spare time she has left Helen enjoys running rather than relaxing.

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Andy Moss

Senior Paraplanner
Andy Moss

Senior Paraplanner

Andy is a Senior Paraplanner at ML Financial Associates and is based at the Wymondham office in Norfolk.  Andy's role at ML is to work closely with the Planners providing technical guidance and solutions as well as working with the Directors, Planners and Client Services team in relation to providing financial strategies, plans and products for our clients.

Joining the ML team in summer 2018, Andy brings with him a wealth of knowledge and experience having worked within the financial services industry for the last 13 years and in pensions for the 15 years prior to that.  Most of Andy's time in the financial services sector has been as a paraplanner however he has also spent some time in dealing with compliance in a supervisory role.  Qualified to financial adviser standard Andy also holds the Certificate of Paraplanning.

Married to Kim they have one young daughter that keeps Andy very busy outside of work, leaving not too much time for anything else.  Any spare time is usually spent with the wider family and circle of friends.  A regular gym attendee you may spot Andy at the local Wymondham gym in his lunchbreak!

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Nikki Fries (DipFA)

Paraplanner
Nikki Fries (DipFA)

Paraplanner

Nikki is a Paraplanner at ML Financial Associates and is based at the Wymondham office in Norfolk.  Nikki's role at ML is to work closely with the Planners providing technical guidance and solutions as well as working with the Client Services team in relation to providing financial strategies, plans and products for our clients and ensuring the highest level of service is demonstrated on an ongoing basis.

Nikki has previously worked for other financial advisory practices and has been involved in financial services since 2010.  Joining the ML team in 2019, Nikki holds the Level 4 Diploma for Financial Advisers (DipFA).

Having recently moved pack to Norfolk, Nikki and her husband Christopher enjoy spending their spare time with family and travelling.

01953 711123
The Main Barn. Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Ginnie Stephens

Senior Technical Administrator
Ginnie Stephens

Senior Technical Administrator

Ginnie is a Senior Technical Administrator at ML Financial Associates and is based at the Wymondham office in Norfolk. Her role at ML is to predominately support all of the planners in terms of researching and documenting various appropriate financial solutions which meet the need of our clients.

Joining the ML team in 2013 Ginnie previously worked for another firm of financial advisers within the area. Her background started with the completion of her Master’s Degree in UK Politics in the early 1990’s whilst holding a variety of teaching posts in London, Colchester and Houston, Texas. In 1997 she moved to England (from her native France) where she first worked as an Editor for financial publishers Euromoney before taking a break to start a family.

Ginnie and her partner Tim have one daughter and, away from her family, her great love is her 2 horses - all of which contribute to her having very little additional spare time outside of work.

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Sue Green

Technical Administrator
Sue Green

Technical Administrator

Sue is a Technical Administrator 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 11 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.

01604 726684
Suite 1, Newton House, Northampton Science Park, Kings Park Road, Northampton NN3 6LG

Julie Fitches

Client Services Support Team Leader
Julie Fitches

Client Services Support Team Leader

Julie is Client Services Support at ML Financial Associates and is based at the Wymondham office in Norfolk.  At ML Julie provides support for both the Technical Administrators 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.

Having recently moved back to Norfolk, Julie and her partner Simon, when not at work, are busy renovating their house and looking after their one year old son Levi.

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Rachael Wharton

Client Services Support
Rachael Wharton

Client Services Support

Rachael is Client Services Support at ML Financial Associates and is based at the Wymondham office in Norfolk. At ML Rachael provides support, not only for the Technical 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.

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Lucy Pipe

Client Services Support
Lucy Pipe

Client Services Support

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 Technical Administrators as well as the Planners.

Extremely experienced, Lucy has spent over 20 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 Norfolk and the Norwich City Elite Player Development teams.

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Tanya Lister

Accounts
Tanya Lister

Accounts

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.

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW

Tracy Greengrass

Senior Trust & Estate Planning Administrator
Tracy Greengrass

Senior Trust & Estate Planning Administrator

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

Suzannah Greenaway

Trust & Estate Planning Administrator
Suzannah Greenaway

Trust & Estate Planning Administrator

Suzannah is the Trust and Estate Planning Administrator for ML Trust & Estate Planning, the sister company to ML Financial Associates, and is based at the Wymondham office in Norfolk. Joining ML in June 2017 Suze’s role is to assist the Advisers and support the clients on their estate planning journey ensuring the best solutions are provided. A large part of this role is working with the scheme administrators on a day to day basis in relation to Wills, Trusts and Power of Attorneys.

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 with her family in both Kent and Devon and is currently renovating their family home in Norfolk.

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

Julia Pyke

Office Administrator
Julia Pyke

Office Administrator

Julia is an 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.

Julia has two teenage children that keep her busy however outside of work in any spare time Julia can either be found walking her dog Suzie or in the gym.

01953 711123
The Main Barn, Elm Farm Business Park, Norwich Common, Wymondham, Norfolk NR18 0SW