Meet Our Team

The MPA team are professional, knowledgeable and approachable. Whether you want a quick chat or to organise a meeting, we are simply a phone call or click away. All our advisers are qualified to at least diploma level and our administrators each have a qualification in financial planning.

Within our team we have a number of areas of expertise, please find out more about our team below.

Directors


Mike Paul APFS

Chartered Financial Planner
Chairman

Mike established MPA in 1988 after an extensive career in merchant banking and financial services. He advises clients on investment, retirement planning and inheritance tax mitigation and is an Associate of the PFS. Mike is keen on horse racing and cricket and is married to Linda.


Phil McGovern FPFS

Chartered Financial Planner
Managing Director

Phil joined MPA in 1996 and was appointed Managing Director in 2010. Since then the Company has grown rapidly from a small firm managing £40M to the firm it is today with excess of £350M funds under management. Phil plays a key managerial role in the company in shaping the future, ensuring standards are maintained as well as advising clients. He has amassed a vast amount of experience in complex pension and investment issues and specialises in pension transfers, income drawdown and investment planning. He is a Fellow of the PFS. He has been married to Emma for over 25 years with 2 children and enjoys cricket, golf and rugby.


Eddie Ball Dip PFS

Independent Financial Planner
Compliance Director

Eddie joined the company in 2007 after a long and successful career in financial services sales. He was appointed Compliance Director in 2010 and is responsible for MPA adhering to the strict compliance standards we have. He is responsible for maintaining standards in administration and advice through a robust and repeatable process that is implemented throughout the business. He also advises clients specialising in Court of Protection, Trusts, pensions and Corporate advice. Eddie is married to Mandy and has two grown up daughters. He enjoys all sports and is a fan of Leeds United.


Advisers


Ann Baguley DipPFS SOLLA

Ann provides a bespoke service to individuals and families, Trustees and Solicitors acting on behalf of clients. She specialises in advising clients who need retirement advice or advice on passing wealth down the generations. She is accredited by SOLLA (Society of Later Life Advisers), and holds the Diploma in Financial Planning and is a member of the PFS. Ann is a specialist in investment,Inheritance tax, care fees planning, trusts and pensions. She also helps divorcees get their lives back on track financially after a divorce. Ann is trusted by a number of solicitors to advise their clients and has passed the STEP Certificate for Financial Planners.


Chris Wheeler FPFS

Chris is a Chartered Financial Planner and a Fellow of the Personal Financial Society. He advises on all aspects of financial planning and has in-depth knowledge of pensions and SIPPs. Chris has 12 years experience in Financial Services and is another divorce specialist. In his spare time, Chris tries to train/bribe his Beagle to behave and can usually be found retrieving dog toys around Henley.

 



Dave K McGovern DipPFS

Dave joined MPA in 2013. He specialises in complex tax planning for high net worth clients, including QROPs (qualifying recognised overseas pension scheme), EIS (the enterprise investment scheme) and inheritance tax planning. He is developing the MPA brand throughout the south west.


David O’Dell DipPFS

David joined MPA in 2009. He is well qualified in will writing, probate and inheritance tax planning.


Denis Sullivan DipPFS

Denis joined MPA in 2012. He specialises in investments, tax planning and SIPPs (self-invested personal pensions).


Joe McGovern Cert CII (FS)

Joe joined in 2017 with a degree in Geography and having spent 2 years in Altrincham with another IFA. He is a Trainee Adviser and is studying hard for his Diploma and will be looking to take over Robins' clients when he retires in 2018. He is interested in sport, playing cricket for Earlswood C.C. as a batsman and he enjoys keeping fit.


Peter Hull DipPFS

Senior Paraplanner

Peter joined us in 2016 as our Senior Paraplanner. He writes our more complex reports and is involved in training our junior members of staff. He has worked for several pension companies over the last 30 years and has extensive pension knowledge. Sadly, he supports Coventry City in his spare time.


Richard Sheridan DipFA MIFS

Richard joined MPA in 2014 His advises clients across the spectrum of financial planning, including investments, pensions and protection.


Robin Taylor DipPFS

Robin joined MPA in 2012. He has extensive experience advising clients in the areas of protection and mortgages.


Support Staff


Beck Fraser

Financial Controller

Beck joined MPA in 2012. She manages our company accounts. She is married to Murray and has 2 sons.


Chloe Buckley

Graduate Administrator

Chloe joined MPA in early 2017 as a graduate trainee after studying Psychology at The University of Leicester. She currently works alongside Richard and Denis. Chloe loves animals especially cute ones like piglets and puppies.


Grace Brennan

Office Manager

Grace joined MPA in 2016 as our office manager. She is an experienced professional with a background in the financial services sector. She is a mean cook and can sing a good Irish song or two.


Jayne Potter

Administrator

Jayne joined MPA in 2016. She is experienced in the financial services sector and currently looks after Eddie and helps within the Compliance department. Jayne enjoys socialising and going to the races especially Ascot.


Jenny Hall Cert CII (FS)

Graduate Administrator

Jenny joined MPA in 2016 as a graduate trainee after studying Biomedical Science at Bangor University. She is currently supporting Dave McGovern and is part of our research team. Jenny is also currently on the PFS Aspire Apprenticeship Scheme working towards achieving a Diploma in Regulated Financial Planning. Jenny loves a good drama especially if it’s about a serial killer.


Jenny Nicholls Cert CII (FS)

Administrator

Jenny joined MPA in 2014. She currently supports Phil and looks after pension transfers for our introducers. Jenny is currently on the PFS Aspire Apprenticeship Scheme working towards achieving a Diploma in Regulated Financial Planning. Jenny likes to embrace the early mornings with a brisk walk, weather permitting.


Karen Hagan DipPFS

Senior Administrator

Karen joined MPA in July 2016. She supports Mike and heads up MPA’s Private Client proposition. Karen loves books including classic literature, she got a degree from the OU in English Lit and goes to book club every week.


Liz Allan

Administrator

Liz joined MPA in 2010 and has over 25 years’ experience in the industry. She is our Group Schemes administrator and she also supports Ann. Liz is a member of a local choir and is an avid reader.


Lois Hobday DipPFS

Administration Manager

Lois joined MPA in 2015, changing roles in 2017 to oversee the administration team. She has a background working in banking and financial services and has a degree in Financial Economics. She recently got married to Tony and enjoys trampolining to keep fit.


Sue Ashley DipPFS Cert CII (MP)

Paraplanner

Sue joined MPA in 2015. After taking time off on maternity leave following the birth of her baby girl, Olivia, she has returned, part time, as part of our paraplanning team.


Sue Charlton

Administrator

Sue joined MPA in 2011. She works alongside Robin and one of our Appointed Representatives, Chris Lavery or Lavery & Co. Sue has two grandchildren and two dogs who keep her busy when not at work.


Taylor Green Cert CII (FS)

Administrator

Taylor joined MPA in 2016. She currently works alongside Jenny Nicholls, looking after pension transfers for Phil McGovern. She is also working towards attaining a Diploma in Regulated Financial Planning. Taylor likes to keep fit and loves looking after Cassie the family dog.


Zoe Thorp Cert CII (FS)

Graduate Administrator

Zoe joined MPA in 2015 as a graduate after studying Criminology at the University of Chester. She now works alongside Peter, writing suitability reports. Zoe is also currently on the PFS Aspire Apprenticeship Scheme working towards achieving a Diploma in Regulated Financial Planning. Zoe enjoys a bit of retail therapy and especially likes her designer handbags.


 
 

MPA Financial Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 434931 http://www.fca.org.uk/register.
MPA Financial Management Ltd Registered Address: MPA Financial Management Ltd 98 High Street Henley in Arden Solihull B95 5BY. Registered in England & Wales, No. 04111009.
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