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MPA Financial Management is a specialist firm of Independent Financial Advisers (IFA's)who use highly experienced and qualified staff to find solutions to our clients' financial needs. We are based in Henley-in-Arden and have been operating since 1988. We currently have a team of 17 staff and manage well over £200m in investments on behalf of our clients.
Highest quality financial solutions
We believe that all of our staff should be as highly qualified in their roles as possible. To this end, we have three employees who are Chartered Financial Planners, and all of our support staff have achieved recognised qualifications in financial services. You have access to our entire team to ensure you get the support and information you need, when you need it.
Our primary focus is on helping you achieve your financial goals. Our expert advisers and client relationship managers will seek to understand your objectives and deliver to your needs first and foremost. Our philosophy is that we inform, educate and inspire our clients to make the right decisions for their financial success.
A trusted adviser to other professional practices
MPA is a trusted adviser to a number of professional organisations including law and accountancy practices. These organisations recommend MPA to their clients because they have faith that we will deliver the best solutions in their clients' interests. Our professional connections always say that their clients have not been sold to; they have been advised.
Our long history in supporting our clients alongside legal and accountancy practices has also given us experience in dealing with complex and sensitive financial matters: you will always feel safe when dealing with MPA. Our vast experience in dealing with other professional practices also means that, should you require it, we can provide you with trusted recommendations for services in other areas of your life.
A wealth management business
Our approach to helping you manage your wealth is to understand what level of risk you are prepared to take in order to achieve your goals, and advise you on investments which stay within those parameters.
Meet the team