MPA - Key Persons
Job Titles:
- Support Staff Member
- Trainee 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 is currently working towards 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.
Job Titles:
- Independent Financial Adviser
- Specialist
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.
Job Titles:
- Head of Operations
- Member of the Management Team
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!
Job Titles:
- Chartered Financial Planner
- Independent Financial Adviser
We caught up with MPA's Independent Financial Adviser, Chris Wheeler, to find out more about his route into financial services, his specialism in pension planning and his highlights of helping people with their retirement finances. […]
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.
Job Titles:
- 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
Job Titles:
- Support Staff Member
- 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.
Ellie has been interning for MPA since 2021 and has now joined full time in 2023 after leaving university with a 1 st 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.
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.
Job Titles:
- 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.
Job Titles:
- Head of Administration
- Member of the Management Team
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.
Job Titles:
- 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.
Job Titles:
- 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.
Job Titles:
- Receptionist
- Head of Paraplanning
Jenny Nicholls joined MPA as a receptionist in May 2014. A recent graduate, Jenny was looking for her first job after university and was working part time in a pub to earn money. Less than a year into her time at [...]
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.
Administrator Jessica Green joined MPA Financial Management in 2018, to pursue a career in financial services. After being with the company for three years, Jessica started on a two-year apprenticeship programme to work towards the Chartered Institute of Insurance (CII) Diploma
Job Titles:
- Member of the Management Team
- 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.
Job Titles:
- 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.
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.
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.
Job Titles:
- Receptionist
- Support Staff Member
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.
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.
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.
Job Titles:
- Research Analyst
- Support Staff Member
- Paraplanner
MPA's research analyst, Mike Stevenson has been in the financial services all his life. Many years ago, Mike worked for Aviva as a Business Development Manager and helped develop business opportunities with MPA's now Managing Director, Phil McGovern. The pair got
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.
Job Titles:
- 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.
Job Titles:
- 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.
Job Titles:
- Financial Advisers
- Wealth Specialist
Richard joined MPA in 2014 and has over 20 years experience in the financial services industry. Richard is a wealth specialist with a holistic approach to specialist retirement planning. He is married to Kate and loves to travel, that is when he has the time!
Job Titles:
- Independent Financial Adviser
- Our Independent Financial Adviser
Our Independent Financial Adviser, Ross Bennett, DipPFS spent time talking to us to share his route from made to measure tailoring into financial services and why you should always check under your sofa. How did you get into financial services? "I
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.
Job Titles:
- 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.
Job Titles:
- Financial Adviser
- Apprentice - Trainee Financial Adviser
Timon joined MPA in 2021 with a degree in Agricultural Management. He is working towards gaining 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.