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 [...]
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 [...]
In July, Fiona Thom joined the MPA team as an Executive Assistant to MPA’s Directors Phil and Joe McGovern. Fiona will support MPA’s leadership team with the growth and expansion of the business and assist on long term projects. Day to [...]
We took some time out with Independent Financial Adviser (IFA) Gerard McVeigh to talk about why he got into financial services and how curiosity, empathy and proactive planning are central to helping people feel more confident about their future. How did [...]
In May, Lauren Cassidy was appointed to MPA as a Client Services Associate, as part of our busy Client Services team. Lauren joins our experienced team who provide a primary point of contact for our clients and offer fantastic support to [...]
As part of MPA’s client-first approach and ongoing commitment to delivering excellent service, we’re making some changes to our support team to reflect the broad roles they play within our business. Our experienced administration team provide a primary point of contact [...]
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 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 [...]
