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 […]
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 […]
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 […]
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 […]
Tracy Villiers
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 […]
David Grisedale (FPFS)
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. […]
Trish Rose
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 […]
Rebecca Jupp
Beccy is Senior 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 […]
