News

News2025-05-21T15:49:05+01:00

Inheritance Tax on Unused Pension Funds and Death Benefits

With Inheritance Tax on pensions back in the headlines this week, our Managing Director, Phil McGovern FPFS, takes a closer look at the proposed changes and what they could mean for you. The Government has confirmed that it will proceed with its plans to bring unused pension benefits within the scope of Inheritance Tax [...]

August 14th, 2025|

MPA welcomes Executive Assistant, Fiona Thom

In July, Fiona Thom joined the MPA team as an Executive Assistant to MPA’s Directors Phil and Joe McGovern. Fiona will support MPA’s leadership team with the growth and expansion of the business and assist on long term projects. Day to day Fiona will handle all elements of operations and office management at MPA, [...]

August 7th, 2025|
  • Stock market computer screens against a sunset backdrop

Global Market Commentary: Key Trends in Q2 2025

As we reach the midpoint of 2025, global markets have shown a notable degree of resilience, even as geopolitical events, mixed economic data, and shifting interest rate expectations have kept investors on edge. Our Head of Investment Chris Wheeler explores how the second quarter of the year was shaped by three key themes:  Geopolitical [...]

June 25th, 2025|

What the Israel-Iran Conflict Means For Your Investments.

Tensions in the Middle East have taken a significant turn following US-led airstrikes on nuclear and military facilities inside Iran over the weekend. According to Reuters, the strikes targeted infrastructure linked to Iran’s nuclear programme, including sites near Isfahan, as well as suspected missile storage and development locations. The action marks a major escalation [...]

June 23rd, 2025|
  • Lauren Cassidy Client Services Associate at MPA

MPA welcomes Lauren Cassidy as Client Services Associate

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 our expanding group of Independent Financial Advisers (IFAs). From collating information and documentation [...]

June 17th, 2025|
  • Two people shaking hands

MPA Creates Client Services Team

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 for our clients and support to our expanding group of Independent Financial Advisers [...]

June 10th, 2025|
  • Jack Burton Trainee Junior Adviser at MPA

Exam Success for Trainee Junior Adviser Jack Burton

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 financial planning skills related to investments and the management of investment portfolios. Jack [...]

May 21st, 2025|

GET IN TOUCH

MPA Financial Management Ltd
98 High Street
Henley in Arden
Solihull
B95 5BY

Tel:  01564 795 997
Email: enquiries@mpafm.co.uk
Monday – Thursday 9am to 5pm
Friday 8.30am to 4pm
Saturday & Sunday Closed

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