MPA reach the final of the CII Awards – West Midlands Top Financial Planner of the year!

We are so pleased to announce that MPA Financial Management Limited have reached the final for the Chartered Insurance Institute West Midlands Top Financial Planner of the Year 2018. With many Financial Planning firms across Birmingham, Coventry, Stratford-upon-Avon, Stoke-on-Trent, Shropshire and Mid Wales being nominated for the awards, we have reached the final four [...]

September 20th, 2018|

MPA holds annual Private Client lunch…

On Thursday the 6th September we held our annual private Client Lunch at Nuthurst Grange Hotel in Hockley Heath.  We had over 50 clients attend and Jon Prescott from Octopus was the presenter on the day.  He covered IHT and BPR (Business Property Relief) which the clients were very interested to hear about.  Eleanor [...]

September 18th, 2018|

AIM high with tax efficiencies…

The Alternative Investment Market (AIM) may not be as familiar as the FTSE 100 or the London Stock Exchange, but it is important to know about its potential for making the most of your money. AIM was launched in 1995 with 10 stocks, and since then it has grown to over 3,000 companies worldwide. [...]

September 11th, 2018|

The Growing Need for Long – term care…

Not only is the population in the UK growing, but people are also living longer now than ever before, therefore the need and importance of planning for long term care is becoming increasingly apparent. Demographic data from the Office for National Statistics shows that the population of the UK in 2016 was at its [...]

August 29th, 2018|

Congratulations Joe and Jenny!

It is with great pleasure that we can announce that two members of staff have become Diploma qualified today after passing RO6! Joe McGovern and Jenny Hall have both been working extremely hard towards gaining their DipPFS titles and today is a true reflection of the commitment and dedication that they have had over [...]

August 17th, 2018|

Market Commentary – Quarter 2 2018

Main themes – Volatility, political tensions, trade threats, strong dollar Highlights: Despite trade war threats with China the US has had good growth this quarter with strong performance from the tech sector, rising earnings and an 18-year low in unemployment rates. US interest rates have risen once more pushing up short term yields with [...]

August 13th, 2018|



MPA Financial Management Ltd
98 High Street
Henley in Arden
B95 5BY

Tel:  01564 795997
Monday – Friday: 9am to 5pm
Saturday & Sunday: Closed