Meet the Team

Executive Board

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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Management Team

Richard Harrison (DipFA)
IFA Manager

Amy Oxtaby
Client Support Manager

Bethany Catchpole
Marketing Manager

Chris Liddle
Head of Sales

Kyle Simpson
Retirement Specialist Sales Manager

Independent Financial Advisers

Kyle Hopkins BA(Hons) DipPFS
Independent Financial Adviser

Thomas Lee (DipFA)
Independent Financial Adviser

Benjamin Farrell (CertRBCb, CeMAP, CeRER, DipFA)
Independent Financial Adviser

David Taylor (DipFA)
Independent Financial Adviser

James Allott (DipFA)
Independent Financial Adviser