Meet the Team

Leadership Team

Andrew Megson
Executive Chairman

Andrew has extensive knowledge of financial services gained from working in the industry for over 30 years; 16 of those spent at an executive level within the retirement market. Andrew joined the group as Executive Chairman in January 2017 following a number of years as Managing Director of Retirement at Partnership and Just Retirement.

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Craig English
Finance Director

As a chartered accountant with over 20 years in senior finance roles across a range of industries, Craig joined the group in 2017 as Head of Finance after a number of years at the private equity-backed Orovia Group as Finance Director, successfully overseeing the sale of it’s motor division and group MBO. Craig became Finance Director of the My Money Expert group in 2019.

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Daniel Green
Chief Technology & Marketing Officer

Daniel joined the group in April 2018 after four years leading development at a large multi-academy trust. He is responsible for driving innovation and efficiencies throughout the business making use of technology and digital services to enhance experience and outcomes for clients. Daniel has extensive experience developing and implementing IT systems in large organisations both in the public and private sector.

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Aaron Metcalfe
Chief Risk Officer

Aaron joined My Pension Expert in January 2021, bringing over 10 years’ compliance and risk experience in the financial sector. Aaron has oversight of the systems and controls which ensure the delivery of appropriate client outcomes through effective risk management, including training, competence and complaints handling.

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Bernie Dunlop
HR Manager & PA to Executive Chairman

Joining MPE in 2016, Bernie has over 30 years of experience in an administrative capacity in the financial and insurance sector. Working at Partnership for over 7 years, Bernie helped to assist the executive team whilst also working alongside Andrew Megson. This working relationship subsequently led to her joining Andrew again at MPE as HR Manager in 2016.

Bernie is responsible for all day-to-day HR operations.

Caitlin Pugh
Client Acquisition Director

Caitlin joined My Pension Expert in August 2020. She has a background in data analysis gained from her degree in Physics with Astrophysics and her previous role in the Pensions department at one of the Big-4 accountancy firms. In her role, Caitlin manages MPE’s digital marketing campaigns by building and using in-house models to track performance against key KPIs. Her aim is to advertise My Pension Expert to potential clients who would most benefit from our service.

Management Team

Richard Harrison (DipFA)
IFA Manager

Amy Oxtaby
Client Support Manager

Jo Shelley - Sales Manager

Jo Shelley
Sales Manager

Chris Liddle
Head of Sales

Kyle Simpson
Head of Sales

Independent Financial Advisers

Thomas Lee (DipFA)
Independent Financial Adviser

Colm McDonnell

Colm McDonnell
Independent Financial Adviser

Katie Winks (DipFA)
Independent Financial Adviser

David Taylor (DipFA)
Independent Financial Adviser

James Allott (DipFA)
Independent Financial Adviser