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 [...]
IFA Gerard McVeigh joins the MPA team
In January we welcomed Independent Financial Adviser (IFA), Gerard McVeigh to MPA, to further strengthen our team providing financial planning and wealth management advice. The primary focus of his new role is to help clients achieve their short, medium and long-term financial goals. Gerard strives to accomplish this by taking the time to truly [...]
What Trump’s Tariffs Mean for Your Investments
Global markets have taken a sharp downturn this week following the imposition of sweeping new tariffs by the US government. As investors react to escalating trade tensions, it's important to understand what's driving the volatility—and how long-term investment plans should respond. At MPA, we’ve been monitoring these developments closely, and we want to share [...]
Understanding Pension Withdrawals
The upcoming changes to pensions announced in The Chancellors autumn budget have prompted many people to reassess their financial plan and look at ways they can withdraw money from their pension. We have seen an increase in enquiries from clients looking to understand how the changes may impact their retirement plans. The impact on [...]
Spring Statement 2025 – What It Means for You
On 26 March 2025, Chancellor Rachel Reeves presented her first Spring Budget. While there were no unexpected tax hikes, the budget outlined several important updates that could affect your income, pensions, property investments, and business planning. At MPA Financial Management Limited, we understand the importance of clear, straightforward financial advice. To help you navigate [...]
MPA’s PR Consultant Chris Mitchell Runs London Landmarks Half Marathon
We’re proud to share that MPA’s long-standing PR consultant, Chris Mitchell – who runs Red Tree PR – is taking on the London Landmarks Half Marathon this April in support of a cause incredibly close to his heart. Chris is running to raise vital funds for Footprints Conductive Education Centre, a Nottingham-based charity that [...]
Global Market Commentary: Key Trends in Q1 2025
The first three months of 2025 have been dominated by volatility with politics, conflicts and trade tensions taking centre stage. In his latest market commentary, our Head of Investment Chris Wheeler explores how this volatility has impacted markets. As we progress through the first quarter of 2025, global financial markets have experienced notable shifts. [...]
MPA welcomes Trainee Junior Adviser to the team
Last month, we welcomed Trainee Junior Adviser, Jack Burton to the MPA team. Jack joined MPA in February after completing his Chartered Insurance Institute (CII) level 4 Diploma in Regulated Financial Planning in October 2024 and gaining experience in similar roles within the industry since 2023. Hailing from Warwick, Jack is already building valuable [...]
Operations Manager Annemarie Byrne Achieves Distinction!
We are delighted to announce that our Operations Director Annemarie Byrne has achieved a Distinction in her AAT Level 2 certificate in Bookkeeping Exam. This is significant personal achievement for Annemarie, which has seen her balancing her personal development alongside her exceptionally busy role as Operations Manager at MPA and her family life. Annemarie [...]