London, 23 July 2026: My Pension Expert, the UK’s leading at-retirement adviser, today announced a strategic investment from Valeas Capital Partners (“Valeas”), a growth-oriented equity investment firm. As part of the transaction, Palatine Private Equity will exit following a successful four-year partnership.
My Pension Expert, a mission-driven certified B Corporation, is dedicated to addressing the UK’s persistent “advice gap” by providing regulated, individualised retirement advice to mass-market consumers in the UK. As the leading scaled provider targeting this underserved segment, the firm has achieved significant growth by meeting the increasingly complex needs of mass-market savers who can’t otherwise access financial advice.
My Pension Expert offers high-quality employment opportunities to the community of Doncaster, where it is headquartered, and to remote workers throughout the UK. The firm has delivered 40% organic growth since 2023 and today serves approximately 20,000 clients with around £2 billion of assets under administration.
Andrew Megson, Founder and CEO of My Pension Expert, said: “As we enter the next phase of our growth journey and double down on our mission to provide financial advice to those the market has historically overlooked, we are excited to partner with Valeas. Their team brings a deep understanding of our business and sector, a shared commitment to our vision, and the strategic expertise to support our long-term ambitions. Their investment and expertise give us the financial flexibility to keep building the business, and I look forward to innovating and expanding further together.
“I would also like to express my thanks to Palatine, who have been brilliant partners for My Pension Expert, and I’m incredibly proud of what we have achieved together.”
Rob Little, Co-Founder & Managing Partner at Valeas Capital Partners, said: "We are thrilled to be partnering with an exceptional founder like Andrew, whose vision and approach to closing the advice gap in UK pensions resonates deeply with us. My Pension Expert has built a proven model for delivering regulated, individualized advice, ensuring more people have access to the guidance they need at the most important financial moment of their lives."
Noah Viner, Principal at Valeas Capital Partners, added: "My Pension Expert represents a unique platform within the UK retirement sector, and we are excited to invest in and support a business that provides high-quality advice for those who need it most. We look forward to accelerating the firm's expansion by helping it scale its offering and expand access to best-in-class, personalized financial guidance.”
Kieran Lawton, who led the deal for Palatine, added: “Andrew and his team have done an outstanding job over the past four years growing the business and helping it reach its full potential. We’ve thoroughly enjoyed supporting the Group which is on track to become one of the UK’s most highly-trusted and fastest-growing pensions advisory businesses.”
The deal is expected to be completed later this year pending approval from the Financial Conduct Authority. My Pension Expert were advised by Ardea Partners and Valeas Capital Partners was advised by Hines Associates.
Valeas’ representative financial services investments include Sequoia Financial Group, a US-registered wealth manager, and Suntera Global, a leading independent provider of fund administration, corporate, and trust services headquartered in Jersey, Channel Islands.
