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
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.
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.
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.
Maria Britton DipPFS
Independent Financial Adviser
Maria joined MPA in July 2024 after 15 years in the Private and Corporate Banking sector, looking after the holistic financial needs of individuals and companies in an advisory and managerial capacity.
Maria is married with a young family, and when she is not out for a run in the forest with children and/or dogs, she bakes cakes for various school events and tries out new recipes on the MPA office team – much to their delight.
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.
Timon White DipPFS
Paraplanner
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.
Samantha Davies
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 as well as undertaking the CII Compliance apprenticeship. Sam has recently attained her Certificate in Financial Planning and due to successfully complete her apprenticeship by the end of the year – ahead of schedule! In her spare time Sam enjoys live music, travel, spending time with her grandson and has recently taken up the ukulele.
Hana Fiaz
Trainee Compliance Officer
Hana joined MPA in October 2024 as a Trainee Compliance Officer having previously worked as a Financial Support specialist with HSBC for over 5 years after obtaining her Psychology degree at The University of Birmingham. In her spare time, Hana is a huge animal lover and loves spending time with friends and family
Katerina Hazikyriakos-Fry
Senior Administrator
Katerina joined MPA in 2018 after having worked for 5 years in financial services. She currently supports Neil Parker, Chris Wheeler 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.
Louise King
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 Maria Britton. Louise has two grown up sons and in her spare time she enjoys keeping fit and loves to travel.
Francesca Shaughnessy
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.
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. In her spare time Michelle enjoys going to Concerts, the Theatre and having Weekend Retreats with her family and friends.
Katie Cox
Administrator
Katie joined MPA in September 2024 bringing with her a wealth of experience having worked within the Financial Services industry for over 9 years. In her spare time Katie likes spending time with friends and family, as well as taking her dog Rocky for walks.
Anna McGovern
Administrator
Anna joined MPA in September 2024 as she starts her career in Financial Services, bringing with her over 9 years of customer service experience. In her spare time Anna enjoys being surrounded by family, going on holidays, going out for meals and spending quality time with her niece. Anna has also recently moved into her first home with her boyfriend, which is taking up most of her time outside of work.