Chartered Financial Planners

The Chartered Insurance Institute (CII) awarded MPA Financial Management Ltd the prestigious Chartered Financial Planners title to Chartered Status. This is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.

To retain our title we must ensure the advice, service and ongoing support we provide you are of the highest quality. Our advice must be based solely on your research needs, and provided by someone competent to discuss products and services that meet your requirements.

  • We ensure our technical and professional knowledge and competence through professional qualifications.
  • We keep our knowledge and skills up-to-date through continuing professional development.

It is our policy to maintain these standards, and your guarantee of our overall commitment to customer service and professionalism.

If you would like more information on why being Chartered makes a difference please follow the link:


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

Tel:  01564 795 997
Monday – Thursday 9am to 5pm
Friday 8.30am to 4pm
Saturday & Sunday Closed