Meet the Team

Leadership Team

Andrew Megson
Chief Executive Officer

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.

Alistair Stewart, Chief Financial Officer

Alistair Stewart
Chief Financial Officer

Alistair joined MPE in July 2023. He brings with him a wealth of experience having spent the last five years working for a fast growing, innovative, and acquisitive business, Frasers Group Plc, as their Director of Finance. Before that, he was a senior manager at RSM in the assurance practice.  Alistair is ACCA qualified and has overall responsibility for the finance function.

Bernie Dunlop
HR Director

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.

Lily Megson
Policy Director

Lily joined My Pension Expert in September 2022, having gained extensive knowledge of the financial services industry throughout her career as a communications professional. She is responsible for the creation and implementation of My Pension Expert’s communications strategy, maintaining stakeholder relationships and strengthening the business’ position as a leading consumer champion within the retirement sector.

Daniel Green
Operations Director

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.

Management Team

Thomas Lee
Head of Advice

Alex Whiteley
Financial Controller

Chris Liddle
Head of Sales

Kyle Simpson
Head of Sales

Jo Bradbury
Head of Marketing

Mark Robinson                                              IT Manager

Aqib Ramzan
Sales Manager

Katie Stather                                               Adviser Operations Manager

Independent Financial Advisers

Thomas Lee (DipFA)
Head of Advice

David Taylor (DipFA)
Independent Financial Adviser

Richard Harrison (DipFA)
Independent Financial Adviser

James Allott (DipFA)
Independent Financial Adviser

Katie Stather (DipFA)
Adviser Operations Manager

Paul Goulden
Independent Financial Adviser

Lee Thompson (DipPFS)
Independent Financial Adviser

Dianne Gascoigne (DipFA)
Independent Financial Adviser

Emma Unsworth (DipFA)
Independent Financial Adviser