Protecting and growing your wealth in uncertain times: the importance of remaining invested.
Periods of economic and market uncertainty are an inevitable part of investing. Whether driven by inflation concerns, interest rate changes, geopolitical events or political uncertainty closer to home, short-term volatility can make even experienced investors question their approach. When markets fluctuate and negative headlines dominate, it is entirely natural to feel uneasy. However, making [...]
Double Exam Success for MPA Team
MPA Financial Management is celebrating a double exam success, with two team members passing their Chartered Insurance Institute (CII) Advanced Financial Planning (AF) exams in the same week. Jenny Hall has successfully passed her AF1 (Advanced Financial Planning) exam, while Jack Burton has passed AF5 (Advanced Pension and Retirement Planning). The AF exams are [...]
Autumn Budget 2025: What the Key Announcements Mean for You
The Chancellor delivered the Autumn Budget yesterday, setting out a series of tax and policy changes that will affect savers, investors, homeowners and retirees over the coming years. As always, the detail matters, especially for long-term financial planning, so our team has reviewed the statement and highlighted the areas most relevant to MPA clients. [...]
MPA Financial Management Crowned Champions at the 15th Midland Golf Open.
MPA Financial Management is celebrating success after its team, MPA 2, won the 15th Midland Golf Open held at Moseley Golf Club. The team, comprising James Guest, Joe McGovern, Rob Chapman and Chris Pedel, delivered an exceptional performance to finish 14 under par, topping a field of 20 teams from across the financial services [...]
Chris Completes Robin Hood Half Marathon and Raises £1,200 for Footprints
We’re delighted to share that MPA’s long-standing PR consultant, Chris Mitchell, who runs RedTree PR, has once again gone the extra mile for a cause incredibly close to his heart. Following on from his London Landmarks Half Marathon earlier this year, Chris has now completed the Robin Hood Half Marathon in Nottingham. Not only [...]
Gifting money to family – How to do it tax efficiently
With the current news stories and speculation around The Government’s plans to raise income through changes to inheritance tax (IHT) and pensions, we are seeing increased enquiries from our clients about how they can ensure they can pass on their hard-earned money to their family. As we have discussed previously, unspent private pension pots [...]
Lily Chandler-Hussain joins MPA’s Client Services Team
In July, we welcomed Lily Chandler-Hussain to the MPA team, as a Client Service Associate. Lily will support the growing team, helping to assist our Independent Financial Advisers (IFAs) with providing information and advice to our clients, making sure they are utilising their finances to their full potential. On her role at MPA Lily [...]
Inheritance Tax on Unused Pension Funds and Death Benefits
With Inheritance Tax on pensions back in the headlines this week, our Managing Director, Phil McGovern FPFS, takes a closer look at the proposed changes and what they could mean for you. The Government has confirmed that it will proceed with its plans to bring unused pension benefits within the scope of Inheritance Tax [...]
What a change in the state pension age could mean for your retirement plans.
The Government has announced an early review of the state pension age, raising questions about whether people will need to wait longer before receiving their state pension. While no decisions have been made yet, the review comes at a time of growing pressure on the public purse. It’s expected to look closely at the [...]