As part of his ongoing professional development, MPA’s trainee junior adviser Jack Burton has successfully completed the Chartered Insurance Institute (CII) modules in Investment Planning and Discretionary Investment Management. The exam in Investment Planning (AF4) is designed to develop in depth [...]
In January we welcomed Independent Financial Adviser (IFA), Gerard McVeigh to MPA, to further strengthen our team providing financial planning and wealth management advice. The primary focus of his new role is to help clients achieve their short, medium and long-term [...]
Last month, we welcomed Trainee Junior Adviser, Jack Burton to the MPA team. Jack joined MPA in February after completing his Chartered Insurance Institute (CII) level 4 Diploma in Regulated Financial Planning in October 2024 and gaining experience in similar roles [...]
We are delighted to announce that our Operations Director Annemarie Byrne has achieved a Distinction in her AAT Level 2 certificate in Bookkeeping Exam. This is significant personal achievement for Annemarie, which has seen her balancing her personal development alongside her [...]
We spoke to MPA Administrator Assistant Louise King about building a career within financial services and the importance of good customer service. How did you get into Financial Services? I’m originally from Solihull and have worked in financial institutions all my [...]
The MPA team rallied together with baked goods and tasty treats the morning after a huge storm hit Henley-in-Arden to raise funds for MacMillan Cancer Support. With a collection of home-made carrot and coffee cake, savoury samosas and brought in bakes, [...]
We caught up with our Compliance Officer, Sam Davies, to talk about her change of direction from administration into compliance, her role in managing business risk and how MPA is supporting her professional development. How did you get into Financial Services? [...]
The MPA Charitable Foundation has lent its support to a fellow Independent Financial Adviser (IFA) taking part in this year’s “Oz and Armonico Cycle and Sing for Dementia - Great Bike Challenge 2024”. The 200-mile fundraising cycling challenge, now in its [...]
We’re celebrating MPA’s Compliance Officer Sam Davies this month after successfully completing the R01 and LP2 exams, working towards Level 3 Certificate in Financial Services. Sam is currently undertaking a Chartered Insurance Institute (CII) Compliance apprenticeship and the exams are a [...]
The MPA team is thrilled to announce that we have been shortlisted in the Small to Medium Wealth Management Firm of the Year category at the 2024 MoneyAge Awards. Now in its 10th year, the MoneyAge Awards celebrates the excellence, innovation, [...]
