Welcome to 2022 – ‘This is Not What We Expected!’

Its been a rocky start to the New Year on investment markets across the globe. The FTSE 100, (the measure of the largest UK shares) started off like a train and as that is the only index quoted in the news, everyone thought their investments would perform in the same way. Unfortunately, most investors [...]

January 25th, 2022|

We are Recruiting!

Are you looking for your next career step with a leading wealth management firm? We are looking for an experienced Administrator to join our team! The role is an exciting opportunity that requires you to have previous experience and to be based at our Henley in Arden Head Office. Overview: Be part of a [...]

January 20th, 2022|

5 Easy Ways to Make Your Tax Year End a Success

January is always a good time to consider your existing tax situation. As we near the end of the 2021/22 tax year, in his latest article Independent Financial Adviser Joe McGovern gives his advice on how to make your tax year end a success.  A date which should be on everyone’s radar is the [...]

January 18th, 2022|

MPA In The Press – Joe McGovern Advises Telegraph Reader

Just before Christmas, we had the opportunity to contribute to the popular Money Makeover series in The Telegraph. We love helping our clients achieve their financial goals and were pleased to offer our advice to Telegraph reader Will Goodwin who wanted guidance on how best to realise his aspirations of retiring at 55, buying [...]

January 18th, 2022|

Congratulations and Good Luck to Jess!

Today we have said farewell (for now) to our Administrator Jess Browning. Jess finished at MPA today to begin her maternity leave and start her new journey into motherhood. She plans to have a two week rest before her little boy is due to arrive, but her midwife has advised her that it could [...]

January 14th, 2022|

Starting a Financial Plan in 2022

The start of a new year is always a good time to review your finances and plan for the future. In his latest article, Independent Financial Adviser Joe McGovern provides a blueprint of a good financial plan which will aid in achieving your financial goals throughout 2022 and beyond. “Our lives are continuously changing, [...]

January 7th, 2022|


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

Tel:  01564 795 997
Monday – Thursday 9am to 5pm
Friday 8.30am to 4pm
Saturday & Sunday Closed