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Testimonials

Current testimonials

“Eddie Ball has advised me on both a business and personal level over the past 10 years, during which time he has given invaluable advice throughout the growth of my business and significant changes in my personal circumstances. The advice has gone far beyond the norm as he has proactively offered guidance and solutions which have enabled me to balance my business requirements with my personal needs. Eddie is highly respected for the quality and integrity of his service which has added value to our company and our 300 employees over the period.”

Barbara Baker C.Dir. FinstLM FRSA, Warwickshire

“It would be no exaggeration to say that a lucky introduction to Phil McGovern, Managing Director of MPA, has changed our lives. I was desperate to retire from a high-stress profession but, with a substantial part of my pension going backwards with Equitable Life, I felt trapped.

With Phil’s advice and assistance I swallowed the penalty and got out, the much-diminished investment being reinvested and managed in such a way that, in three years, it had grown by over 40%. The pension pot created funding income drawdown which, again properly managed and constantly reviewed, has allowed me to retire on a reasonable income.

MPA are clearly genuine specialists with meaningful qualifications, long experience, and a rare feel for the task coupled with a friendly, jargon-free manner. I have every confidence in their ability to keep a reassuring eye on my future financial well-being.”

Michael Ashby, East Devon

At MPA Financial Management we believe it is important that both our clients and our team enjoy working with us and, here is what one of our team members says:

“I joined MPA because it is a longstanding and successful business with well qualified professional directors and staff who have a reputation for integrity and sensitivity to client welfare.

I enjoy working here because there is a great working atmosphere and a common purpose: to be successful by helping clients create, protect, enjoy, and organise wealth as tax-efficiently as possible.

My approach is to first establish what is important to clients, and determine their objectives and attitude to risk. I then put myself in their position and use my financial experience to advise them what I would do in their circumstances.”

Denis Sullivan, Financial Adviser

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MPA Financial Management Ltd is authorised and regulated by the Financial Conduct Authority (http://www.fsa.gov.uk/register/home.do). Financial Services Register No: 434931

MPA Financial Management Limited, Independnet Financial Adviser, IFA, life assurance, retirement planning, investment advice, health insurance, taxation advice, Solihull, UK