My Pension Expert Limited

Reference number: 579999

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When mypensionexpert.com first appeared online, and whether it can receive email
  • What kind of line 01302 639540 is
  • Who else gives the postcode DN1 3BW
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Other names (10)

If you were contacted under any of these names, it is this firm.

  • EIS Financial Services Trading name
  • Imperium Advice Trading name
  • My Money Expert Trading name
  • My Will Expert Trading name
  • Pension Drawdown Advisory Centre Trading name
  • Annuity Advice Centre Former trading name
  • Imperium Former trading name
  • My Equity Release Expert Former trading name
  • My Equity Release Expert (www.myequityrelease.com) Former trading name
  • myinvestmentexpert Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
07627457
Company status
Active
Company type
Private limited company
Incorporated
9 May 2011 (15 years old)
Registered office
Colonnades House, Duke Street, Doncaster, South Yorkshire, DN1 3BW, United Kingdom
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Peter Megson Director May 1963 29 Jun 2017 15 other companies
Bernadette Teresa Dunlop Director Aug 1969 1 Aug 2022 None
Lily Megson Director Jun 1993 5 Sep 2022 3 other companies
Andrew Jonathan Peter Strong Director Oct 1964 23 Jan 2023 123 other companies
Alistair James Stewart Director Jan 1985 31 Jul 2023 6 other companies
Simon Darryl Cooper Director Aug 1983 10 Mar 2025 1 other company
Naomi Turner Director Apr 1982 22 Aug 2025 None
Kyle Simpson Director Jan 1987 22 Aug 2025 None
Katie Stather Director Sep 1991 22 Aug 2025 None

Other companies run by these 9 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
139
closed down
81
are FCA-registered
14

In the full report: all 139 companies, named

  • What each company does, and whether it is still trading
  • Which of these 9 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 14 on the FCA register, including one no longer authorised
  • The 4 companies these 9 directors run together
  • All 18 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2024Full accountsAudited

Profit before tax

£1.95m

+151% from £775k

Net assets

£10.0m

+24% from £8.11m

Cash at bank

£1,492

−100% from £978k

Employees (average)

97

+20% from 81

Profit before tax

In the full report: all 5 years of accounts

  • Every year from 2019 to 2024
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 07627457. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

My Pension Expert’s history from the FCA register and Companies House, newest first.

Key events (7) All events (58)

2020

25 February 2020

  • My Expert Holdings Limited gave up control
  • My Money Expert Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • My Expert Holdings Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

2 July 2012

  • Became authorised by the FCA

FCA register

11 June 2012

  • Regulated by the Financial Services Authority from this date

FCA register

2011

9 May 2011

  • Incorporated at Companies House

Companies House

In the full report: all 58 events

  • All 58 events in its history (7 shown here)
  • Every director appointment and resignation: 27
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Firms connected to My Pension Expert

Other FCA-listed firms that share a director, phone number or address with My Pension Expert. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
no longer authorised
1
share a director
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
  • 11 past links through former directors
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Firms like My Pension Expert

Other firms of the same type (financial adviser), nearest first.

In Doncaster

Aspen Financial Strategies LimitedDoncasterAuthorisedAspen North Financial Strategies LimitedDoncasterAuthorisedBarry Fenton Independent Financial Advisers LtdDoncasterAuthorisedBrookway Financial LtdDoncasterAuthorisedCarrmichaels LimitedDoncasterAuthorisedDanum Financial Services LimitedDoncasterAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on My Pension Expert

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 139 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 58 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is My Pension Expert Limited FCA authorised?
Yes, My Pension Expert Limited (FRN 579999) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2012 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is My Pension Expert’s phone number and website?
The FCA register lists the phone number 01302 639540 and the website mypensionexpert.com for My Pension Expert. If you were given different contact details, use these to check with the firm before going any further.
Is My Pension Expert a scam or clone?
My Pension Expert is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with My Pension Expert?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about My Pension Expert to the Financial Ombudsman Service, free of charge.
Who owns My Pension Expert?
My Pension Expert is owned by My Money Expert Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 25 February 2020. Before that, it was controlled by My Expert Holdings Limited.
Who runs My Pension Expert?
Companies House lists 9 directors of My Pension Expert: Andrew Peter Megson, Bernadette Teresa Dunlop, Lily Megson, Andrew Jonathan Peter Strong, Alistair James Stewart, Simon Darryl Cooper and 3 more.
How long has My Pension Expert been in business?
The company was formed on 9 May 2011, and has held its current FCA authorisation since July 2012.
What do My Pension Expert’s latest accounts show?
Its latest accounts, to 31 December 2024, show profit before tax of £1.95m (+151% from £775k) and net assets of £10.0m (+24% from £8.11m).
Does My Pension Expert use any other names?
It trades as EIS Financial Services, Imperium Advice, My Money Expert, My Will Expert and Pension Drawdown Advisory Centre. It has previously used 5 other names, including Annuity Advice Centre, Imperium and My Equity Release Expert.

Sources and links

The full report on My Pension Expert Limited

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