MPA Private Client

This is our most exclusive proposition for clients who have in excess of £500,000 invested through us. They wiill usually have complex financial affairs, with associated tax planning needs.

We offer the full range of model active, model passive and discretionary portfolios to suit your needs. We will also build bespoke portfolios for some of these clients who have particular requirements..

There will be regular newsletters, updates and offers to join us at our exclusive Private Client lunch twice a year where we will discuss current investment, pension and tax issues in a convivial situation..

Clients with over £1M invested will be classed as a Private Client Plus member and we will not charge them any initial fees for work completed..

Please speak to Karen Hagan (k.hagan@mpafm.co.uk) for further details..

 
 

MPA Financial Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 434931 http://www.fca.org.uk/register.
MPA Financial Management Ltd Registered Address: MPA Financial Management Ltd 98 High Street Henley in Arden Solihull B95 5BY. Registered in England & Wales, No. 04111009.
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