ISAs explained: rules, allowances and why they matter more than ever
Individual Savings Accounts (ISAs) remain one of the most powerful and flexible tools available to UK savers and investors. When used properly, ISAs can deliver significant long-term value. Equally, when allowances go unused or decisions are made without a wider plan, opportunities are lost. This article explains how ISAs work, the current rules, and [...]
How People Are Using AI for Health: Its Parallels with Financial Advice
Over 200 million people are turning to AI for healthcare guidance each week - here's what's happening. If you've ever typed a health question into ChatGPT, you're part of a massive global shift in how people seek medical information. Recent data from OpenAI reveals something remarkable: over 40 million people worldwide use ChatGPT to [...]
Protecting and growing your wealth in uncertain times: the importance of remaining invested.
Periods of economic and market uncertainty are an inevitable part of investing. Whether driven by inflation concerns, interest rate changes, geopolitical events or political uncertainty closer to home, short-term volatility can make even experienced investors question their approach. When markets fluctuate and negative headlines dominate, it is entirely natural to feel uneasy. However, making [...]
Double Exam Success for MPA Team
MPA Financial Management is celebrating a double exam success, with two team members passing their Chartered Insurance Institute (CII) Advanced Financial Planning (AF) exams in the same week. Jenny Hall has successfully passed her AF1 (Advanced Financial Planning) exam, while Jack Burton has passed AF5 (Advanced Pension and Retirement Planning). The AF exams are [...]
Autumn Budget 2025: What the Key Announcements Mean for You
The Chancellor delivered the Autumn Budget yesterday, setting out a series of tax and policy changes that will affect savers, investors, homeowners and retirees over the coming years. As always, the detail matters, especially for long-term financial planning, so our team has reviewed the statement and highlighted the areas most relevant to MPA clients. [...]
MPA Financial Management Crowned Champions at the 15th Midland Golf Open.
MPA Financial Management is celebrating success after its team, MPA 2, won the 15th Midland Golf Open held at Moseley Golf Club. The team, comprising James Guest, Joe McGovern, Rob Chapman and Chris Pedel, delivered an exceptional performance to finish 14 under par, topping a field of 20 teams from across the financial services [...]
Chris Completes Robin Hood Half Marathon and Raises £1,200 for Footprints
We’re delighted to share that MPA’s long-standing PR consultant, Chris Mitchell, who runs RedTree PR, has once again gone the extra mile for a cause incredibly close to his heart. Following on from his London Landmarks Half Marathon earlier this year, Chris has now completed the Robin Hood Half Marathon in Nottingham. Not only [...]
Gifting money to family – How to do it tax efficiently
With the current news stories and speculation around The Government’s plans to raise income through changes to inheritance tax (IHT) and pensions, we are seeing increased enquiries from our clients about how they can ensure they can pass on their hard-earned money to their family. As we have discussed previously, unspent private pension pots [...]
Lily Chandler-Hussain joins MPA’s Client Services Team
In July, we welcomed Lily Chandler-Hussain to the MPA team, as a Client Service Associate. Lily will support the growing team, helping to assist our Independent Financial Advisers (IFAs) with providing information and advice to our clients, making sure they are utilising their finances to their full potential. On her role at MPA Lily [...]