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MPA Private Client

MPA Private Client is the highest level of service we offer to our clients. It has been designed with the wealthy in mind who want and expect a certain level of service. As an MPA Private Client your expectations and benefits will include:

  • Quarterly reviews, so that you know you are on track to meet your financial goals and to amend the approach taken as your circumstances change from building businesses to retiring and estate planning.
  • Being part of an exclusive proposition, knowing that you are one of our most important clients and being treated accordingly.
  • Invitations to yearly gatherings, where you can hear from industry speakers and fund managers of the highest calibre, as well as meeting other like-minded Private Clients.
  • Being associated with a brand that stands for excellence, quality, independence and professionalism and knowing that you and your family will be well catered for now and in the future.
  • Access to recommended accountants, solicitors and other specialist partners as and when required.
  • Access to a personal portfolio manager who can manage your investments in an efficient, bespoke and cost effective way.

View the Private Client brochure here and click here to read the MPA Private Client Proposition.

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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

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