What can a chartered financial planner do for me?
As chartered financial advisers in Leamington Spa we provide guidance and recommendations on complex financial matters including:
- Life and health insurance
- Mortgages and equity release
- Tax and inheritance planning
- Long-term financial care planning
We provide professional advice and financial planning services in Leamington Spa for people who want to make the most of their finances.
We’re chartered independent advisers, which means we work for our clients interests (not those of a bank or insurance company). Once we’ve understood your aims, goals and concerns, MPA Financial Management in Leamington can help you make your money work for you.
Call us now on 01564 795997 to request an initial meeting.
“Eddie Ball has advised me on both a business and personal level over the past 10 years.
During this time he has given invaluable advice throughout the growth of my business and significant changes in my personal circumstances. The advice has gone far beyond the norm as he has proactively offered guidance and solutions which have enabled me to balance my business requirements with my personal needs. Eddie is highly respected for the quality and integrity of his service which has added value to our company and our 300 employees over the period.”
Barbara Baker C.Dir. FinstLM FRSA Warwickshire
The Benefit of Independent Advice
Call us today:
to request an initial meeting.
GET IN TOUCH
MPA Financial Management Ltd
98 High Street
Henley in Arden
Tel: 01564 795 997
Monday – Thursday 9am to 5pm
Friday 8.30am to 4pm
Saturday & Sunday Closed