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, [...]
MPA’s ethos is to Inspire, Educate and Inform, so our team never stops learning to deliver the best for our clients. That’s why we’re so proud of our latest learner achievement, with Timon White collecting his CII Level 4 Diplomas [...]
After nearly 10 years at MPA, developing her career from part time working in a pub, to MPA administrator and then working her way to Head of Paraplanning, this month we celebrated Jenny Nicholl’s next big role, as a parent. The [...]
As many of our clients may already be aware, IFA Sue Houldsworth has taken the decision to retire and call time on her successful career within financial services. She will be missed by us all at MPA, but we wish her [...]
Paraplanners are an integral part of any financial planning team and that is certainly the case here at MPA. Our talented Paraplanners support our advisers in providing the best investment information to clients. We spoke to MPA’s Head of Paraplanning, Jenny [...]
To kick start the New Year, we wanted to share a positive news story about a fundraising campaign our staff took part in during the autumn. MPA’s brilliant receptionist Liz Allan and her husband Gavin organised a Premier League mug sale [...]
We spoke to MPA former client and one of its newest Independent Financial Advisers (IFAs), Jared jones, DipPFS about qualifying as an IFA in just 12 months, taking a holistic approach to finances and why we still have reasons to be [...]
