MPA Charitable Foundation Spreads Christmas Cheer
With Christmas rapidly approaching, everyone at MPA is delighted to see our local Henley in Arden community getting into the Christmas spirit. For many people, an essential part of Christmas is the Pantomime, and we are pleased to announce that MPA’s Charitable Foundation has made a donation to the Henley in Arden Community Pantomime. [...]
MPA Sponsors Talented Young BMX Team
The range of sports children can become involved with at such a young age is remarkable. Whilst many of us may have been wobbling about for fun on a bike at the age of 7, we have been introduced to a group of youngsters who are already building a national reputation for their skill [...]
Autumn Budget Update: The Devil is Always in the Detail
Jeremy Hunt delivered his Autumn Statement yesterday and as always we are looking at how it affects the majority of our clients in pensions and investments. Pensions The big issue here was the confirmation that the Lifetime Allowance (LTA) would be abolished from April 6th2024. This is the maximum amount of pensions savings we [...]
From Paraplanning to Parenting for Jenny Nichols
After nearly 10 years at MPA, developing her career from part time working in a pub, to MPA administrator and then working her way to Head of Paraplanning, this month we celebrated Jenny Nicholl’s next big role, as a parent. The MPA team got together with a buffet, home baked cakes and balloons to [...]
Ann Baguley To Speak at ‘Wellbeing In Care’ Event
On Wednesday 15 November, Anne Baguley, Independent Financial Adviser and specialist in later life financial planning, will be providing expert advice to attendees at the 'Wellbeing in Care' event at Eastcote Park Retirement Village. Anne will be providing advice funding long-term care and other elements of financial planning that need to be considered when [...]
MPA Listed in NMA Top 100 for 10th Time!
We are delighted to announce that MPA has been confirmed s one of the best wealth management companies in the UK following our inclusion in the NMA Top 100. This is now the the 10th year that we have been included which we believe is testament to the consistency of our approach, the outcomes [...]
What is a Vulnerable Customer?
The Financial Conduct Authority (FCA) has a clear definition of what constitutes a vulnerable customer. Here, our Trainee Compliance Officer Samantha Davies gives further detail on the FCA's definition and explains how MPA supports our vulnerable clients. The FCA's definition of a vulnerable customer is ‘someone who, due to their personal circumstances, is especially [...]
MPA Hosts Macmillan Coffee Morning
The team at MPA came together recently to raise much needed money for people living with cancer by hosting a Macmillan Coffee Morning. It was a sociable occasion, one which saw all the staff moving away from their desks to share some lovely cakes and savouries, enjoy a hot drink and to have an [...]
Q3 2023 Market Summary
In the third quarter of this year, we finally saw a notable decline in UK inflation, which allowed the Bank of England to ease off on their counter-inflation measures, with the base rate only rising 0.25% across this quarter. Other key points include: UK Corporate bonds have been the strongest performing asset class within [...]