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.

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.

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 both in the public and private sector.

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.

Bernie Dunlop
HR Director & Company Secretary

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.

Management Team

Richard Harrison (DipFA)
IFA Manager

Chris Liddle
Head of Sales

Aqib Ramzan
Sales Manager

Kyle Simpson
Head of Sales

Jo Hudspeth
Marketing Manager

Independent Financial Advisers

Thomas Lee (DipFA)
Independent Financial Adviser

David Taylor (DipFA)
Independent Financial Adviser

Colm McDonnell

Colm McDonnell
Independent Financial Adviser

James Allott (DipFA)
Independent Financial Adviser

Katie Winks (DipFA)
Independent Financial Adviser

Paul Goulden
Independent Financial Adviser