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MPA Lite

Download the MPA Lite Brochure here

MPA Lite is an investment plan offering an excellent introduction to financial management for those clients with existing pensions and investments under £75,000. MPA Lite works by matching your attitude to risk to one of five risk-rated portfolios.

The model portfolios we use are the result of years of experience and research. They range from cautious to adventurous, and the more risk you are prepared to take the more return you should expect over the medium-to-long term. The portfolios we offer in this service range from three to seven on the risk scale, to offer our clients a good mix of safe investments and high returns.

 

Managing your investments

With MPA Lite you have unlimited access to your account information using our online WRAP service. The WRAP is a sophisticated computer system which brings together all the independent elements of your financial portfolio, including pensions, ISAs and investment bonds, allowing you to manage them all through one interface. This means you have constant access to all elements of your portfolio online.

Many thanks for pursuing my enquiry to finally achieve the result I was seeking in a very tight timescale.

RC

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.

Neither MPA Financial Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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