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 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? [...]
