We are delighted to announce that MPA Financial Management Limited has been included in the NMA Top 100 for 2024. Compiled by CityWire and its publication New Model Adviser, the leading publication in the wealth management industry, The NMA Top 100 features the best companies within the UK financial planning industry.
Firms are assessed against a range of criteria and the judges look for evidence of well qualified staff, robust investment propositions, carefully segmented client bases, good use of technology, client education, recruitment and a contribution to professional standards.
This is the 11th year that MPA has been included in the Top 100, which we believe is testament to the consistency of our approach, the professionalism of our team and the outcomes we deliver for our clients.
Our listing, which can be viewed here, details how we have successfully implemented numerous changes across the business over the past year. This includes those relating to consumer duty, such as how we communicate with vulnerable clients, reducing our discretionary fund management fees and setting up new in-house portfolios.
Phil McGovern, MPA’s Managing Director comments: “Whilst 2024 has been a successful year for us in many ways, it has also been very challenging, so I am delighted to see MPA included in the Top 100 once again. It is fantastic news for us all!
“Thanks to the hard work and expertise of our advisers, administrators, paraplanners and management team, we are now ending the year in a much stronger position than we started, and I am really excited about what 2025 can bring us. I would like to thank all our staff for their continued hard work over the past year and to our clients for their continued support.”