On Wednesday 15 November, Anne Baguley, Independent Financial Adviser and specialist in later life financial planning, will be providing expert advice to attendees at the 'Wellbeing in Care' event at Eastcote Park Retirement Village. Anne will be providing advice funding long-term [...]
We are delighted to announce that MPA has been confirmed s one of the best wealth management companies in the UK following our inclusion in the NMA Top 100. This is now the the 10th year that we have been included [...]
The Financial Conduct Authority (FCA) has a clear definition of what constitutes a vulnerable customer. Here, our Trainee Compliance Officer Samantha Davies gives further detail on the FCA's definition and explains how MPA supports our vulnerable clients. The FCA's definition of [...]
The team at MPA came together recently to raise much needed money for people living with cancer by hosting a Macmillan Coffee Morning. It was a sociable occasion, one which saw all the staff moving away from their desks to share [...]
We are pleased to announce that we have once again supported Henley in Bloom with a further donation to this dedicated local community voluntary organisation. Financed by their own fundraising efforts and by donations from residents and businesses, the group does [...]
Investing is a powerful tool for achieving long-term financial goals, whether it's saving for retirement, funding a dream home, or creating a nest egg for your children. However, it can be confusing to know when it is best to invest, especially [...]
On the 31st July, The Financial Conduct Authority (FCA) introduced Consumer Duty. The overarching principle of the Consumer Duty is that a firm must act to deliver good outcomes for clients and put clients’ needs first. At MPA, we strongly believe [...]
Earlier in the summer we published a story about The MPA Charitable Foundation’s support for Oliver Kerslake and Toby Beaumont, two students from Bosworth College, who were travelling to Costa Rica to take part in a range of humanitarian projects. Oliver [...]
For those of you who have not read our previous posts about Millie-Mae, we would like to introduce you to the most inspirational person we have encountered here at MPA. We first met Millie-Mae when we were approached to support the [...]
We are pleased to announce that we have appointed discretionary fund manager PortfolioMetrix to design and manage two in-house model portfolio ranges. PortfolioMetrix has designed a series of passive portfolios and a suite of ESG portfolios on our behalf, which will give [...]
