Meet Our Team

Here at MPA, we have a fantastic team of highly experienced Advisers and qualified support staff who are always on hand to assist clients, whether you want a quick chat or to organise a meeting, we are simply a phone call or click away.

We recognise that information and knowledge are vital components in our commitment to achieve and maintain the highest business standards possible.  We are committed to helping all our staff members in their studies to ensure that collectively, we are as highly qualified as possible.

Educating the business guarantees that all staff members are best equipped to ‘Inform, Educate & Inspire’ our clients,  so that they have complete confidence and trust in our ability to understand and deliver on their financial objectives.

Please find out more about the MPA Team below;

Directors

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 £750M 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,  has 2 children, 1 granddaughter and enjoys cricket, golf and rugby.

Management Team

Annemarie Byrne

Head of Operations

Annemarie joined MPA in 2018 to assist Phil McGovern and has 15 years’ experience working in the financial services industry. She has recently got married to Martin after 18 years together and has a son, Oakley, who keeps her busy when not at work. Annemarie enjoys home renovations and spends most of her weekends at the BMX race track, cheering Oakley to victory!

Joe McGovern DipPFS

Head of Advice

Joe joined in 2017 with a degree in Geography and having spent 2 years in Altrincham with another IFA. He is interested in sport, playing cricket for Earlswood C.C. as a batsman and he enjoys keeping fit.

To learn more about Joe, read his latest Adviser Insights story here.

Jayne Potter

Head of Administration

Jayne joined MPA in 2016. She is highly experienced in the financial services sector and has managed the administration team since 2018.  Jayne enjoys live music, travel, being a Warwickshire CCC Member and going to the races, especially Ascot in the Royal Enclosure.

Jenny Nicholls DipPFS

Head of Paraplanning – Maternity Leave

Jenny joined MPA in 2014.  Jenny was an apprentice on the PFS Aspire Apprenticeship Scheme and after a lot of hard work and dedication attained her Diploma in Regulated Financial Planning in July 2020.   Jenny joined the Paraplanning team in June 2021.  Jenny likes to embrace the early mornings with a brisk walk, weather permitting.

To learn more about Jenny, read her latest story here.

Ellie Pemberton DipPFS

Management Trainee

Ellie has been interning for MPA since 2021 and has now joined full time in 2023 after leaving university with a 1st class degree in Business and Finance. Ellie has her Diploma in Regulated Financial Planning, which she sat alongside her uni studies last year, and in her spare time she enjoys running, climbing, and spending time with her friends.

To learn more about Ellie, read her latest story here.

Advisers

Ann Baguley DipPFS

Independent Financial Adviser

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 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.

Ann is also a specialist Later Life adviser, with extensive experience in care fees planning and advising Attorneys and Court appointed Deputies.

To learn more about Ann, read her latest Adviser Insights story here.

Chris Wheeler FPFS

Chartered Financial Planner

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.

To learn more about Chris, read his latest Adviser Insights story here.

Dave McGovern DipPFS

Independent Financial Adviser

David joined MPA in 2013 and has extensive experience in developing all-encompassing financial plans for companies and high net worth clients.

He specialises in tax and trust planning in the following areas

  • Inheritance Tax and Estate Planning
  • Pension planning under the new flexible pension rules for directors and individuals (whether you are a private or public sector worker).
  • Investment for existing Trusts
  • Companies Directors who are looking to secure the future for themselves, family and their employees.

To learn more about Dave, read his latest Adviser Insights story here.

Jenny Hall DipPFS

Independent Financial Adviser

Jenny joined MPA in 2016 as a graduate trainee after studying Biomedical Science at Bangor University. She spends her free time attempting Pilates and horse-riding.

To learn more about Jenny, read her latest Adviser Insights story here.

John McCreadie DipPFS

Independent Financial Adviser

John Joined MPA in April 2018 and has over 30 years’ experience working for advisers and product providers, specialising in pensions and investments for both companies and individuals. He is married with 2 daughters and in the limited spare time that leaves him, he is interested in most sports and still pretends to play football regularly but in reality, spends most of the time admiring the game go on around him.

To learn more about John, read his latest Adviser Insights story here.

Neil Parker FPFS

Chartered Financial Planner

Neil is a Chartered Financial Planner, a Fellow of the Personal Financial Society and joined MPA in 2022.  He has been in the Financial Services Industry for over 30 years working with some of the largest financial institutions and investment companies.  Neil has an extensive knowledge of pensions, investments, Trusts and estate planning.  Outside of work, Neil is keen on cycling and is a black belt in karate.

To learn more about Neil, read his latest story here.

Ross Bennett DipPFS

Independent Financial Adviser

Ross joined MPA in 2020 and has been a financial adviser since 1994. He has gained experience advising both companies and individuals and adopts a holistic approach to financial planning.  He is married and  when he is not in the garden he enjoys travelling and hill walking.

To learn more about Ross, read his latest Adviser Insights story here.

Robert Chapman DipFA MLIBF

Independent Financial Adviser

Rob has been in the industry for over 30 years, specialising in Mortgages and Wealth Management, and joined MPA in 2020.  In his spare time, when he has any, you will find Rob on the golf course at every opportunity – he also enjoys walking his Golden Retriever, Bear and DIY.  He is married to Maxine and has two daughters Victoria and Lauren.

To learn more about Rob, read his latest Adviser Insights story here.

Jared Jones DipPFS

Independent Financial Adviser

Jared joined MPA in 2021 and takes a holistic financial planning approach to all his clients.  Prior to joining the financial services industry, Jared worked in medical device sales for various companies in the UK and Australia for over 25 years. He has a passion for racket sports and regularly plays both racketball and tennis. He is also a music lover and particularly enjoys taking his university aged children to see various gigs around the country. Sometimes they even let him stand close to them…!

To learn more about Jared, read his latest Adviser Insights story here.

Jean Hall DipPFS

Independent Financial Adviser

Jean joined MPA in August 2022 having been an IFA with a large national firm for several years.  She has been a financial adviser for 27 years and specializes in retirement and investment advice, as well as inheritance tax planning and long term care advice.  She is married to Gary, has two children and her hobbies include gardening, caravanning and holidays.

To learn more about Jean, read her latest Adviser Insights story here.

Chris Pedel DipPFS

Independent Financial Adviser

Chris joined MPA in December 2023 and has over 30 years’ experience working for product providers and since 2012 as a financial adviser in the Northampton area.  He has a wide breadth of experience in the financial services industry specialising in Estate Planning, Pensions, and Lifetime Mortgages.

Chris is married with three children and captains a league cricket team introducing younger players into adult cricket. Chris is also a keen cyclist and golfer. To learn more about Chris, please visit his Adviser Insights story here.

Timon White DipPFS

Apprentice – Trainee Financial Adviser

Timon joined MPA in 2021 with a degree in Agricultural Management. He has recently obtained his Diploma in Regulated Financial Planning. When not trying to learn the ropes of financial services Timon enjoys watching sports especially rugby, where he puts himself through the torture of being a WASPs supporter. As well as being a spectator, he plays for his local team Shipston as a second row forward. Timon is not completely rugby mad as he also participates in the likes of squash, badminton and country sports.

To learn more about Timon, read his latest story here.

Support Staff

Liz Allan

Receptionist 

Liz joined MPA in 2010 and has over 25 years’ experience in the financial services industry. She covers our reception as well as making sure that our office runs efficiently. Liz is a member of a local choir and is an avid reader.

Elaine Williams

Accounts

Elaine joined MPA in 2020 with over 28 years of experience in Accounts, within the Financial Services sector. Elaine enjoys gardening, walking and holidays in Italy.

Mike Stevenson

Paraplanner

Mike joined MPA in 2018 bringing a wealth of experience spanning 40 years, having worked in the Financial Services sector since 1978.   In his spare time he enjoys listening to music, particularly at live events, and plays golf at his local club in the heart of Leicestershire, also taking the opportunity to play as many different courses as he can.

Aman Matharu DipPFS

Paraplanner

Aman joined MPA in February 2023 with a degree in Accounting and Finance from Coventry university, and over a year of experience within the financial services industry. He has recently obtained his Diploma with the final goal of becoming a Chartered Financial Planner.  When he’s not working, he enjoys going on long walks with his two Malinois, going to the gym and slicing every golf shot he makes with his driver.

Samantha Davies

Trainee Compliance Officer

Sam joined MPA in April 2018, and has almost 24 years’ experience in the financial services sector. She has recently taken the decision to move into Compliance full time and is due to commence the CII Compliance apprenticeship in September.  In her spare time Sam enjoys live music, travel, spending time with her grandson and has recently taken up the ukulele.

Louise King

Senior Administrator

Louise joined MPA in April 2021 with over 17 years experience in the Financial Services sector.  She provides Administration support to John McCreadie and Jean Hall.  Louise has two grown up sons and in her spare time she enjoys keeping fit and loves to travel.

Francesca Shaughnessy

Senior Administrator

Francesca joined MPA in 2021 with a degree in Physiotherapy. She has spent 15 years working in financial services and currently provides support to Phil McGovern and Jared Jones. She is married and has a little girl and a Labrador who keep her very busy.

Katerina Hazikyriakos-Fry

Senior Administrator

Katerina joined MPA in 2018 after having worked for 5 years in financial services. She currently supports Neil Parker and Joe McGovern. She is also a qualified BACPR Specialist Exercise Instructor (Level 4) in Cardiac Rehabilitation.

To learn more about Kat, read her latest story here.

Michelle Price

Administrator

Michelle joined MPA in July 2022 after having worked for nearly seven years in Financial Services and previous to that she worked as a Credit Control Administrator at Willows Veterinary Centre and Referral Services for almost 5 years.  Michelle provides administration support to Jenny Hall and Richard Sheridan.  In her spare time Michelle enjoys going to Concerts, the Theatre and having Weekend Retreats with her family and friends.

Julia O’Leary

Administrator 

Julia MPA in 2020 after spending 27 years as a primary school teacher. She is very pleased to take on a new career in financial services supporting Ross Bennett and Chris Wheeler. Julia is married to Darren and has two children, Conor and Darcy. She loves walking her chocolate Labrador, Riley, travelling, all things to do with history and socialising with family and friends.

To learn more about Julia, read her latest Admin Insights story here.

Jessica Browning Cert CII (FS)

Administrator

Jess joined MPA in 2018 and provides support to Dave McGovern  and Ann Baguley whilst also working towards gaining her Diploma in Regulated Financial Planning through the MPA apprenticeship scheme. Jess has recently got married to her partner, Kyle and has welcomed her little boy, Cass.  Jess loves a bit of retail therapy especially when it comes to buying new shoes.

To learn more about Jess, read her latest story here.

GET IN TOUCH

MPA Financial Management Ltd
98 High Street
Henley in Arden
Solihull
B95 5BY

Tel:  01564 795 997
Email: enquiries@mpafm.co.uk
Monday – Thursday 9am to 5pm
Friday 8.30am to 4pm
Saturday & Sunday Closed