MPA attend PMX Young Adviser Roundtable Event
On November 29th 2023, members of the MPA team, Joe McGovern, Jenny Hall, and Timon White convened at the PMX Young Adviser Roundtable meeting in London. The focus of the discussions centred on the financial challenges faced by today's youth, addressing issues such as: According to a Progeny Survey, 41% of 18–34-year-olds required advice [...]
Ann Baguley to present at Foundations Care Home on 17th January 2024
In a bid to empower individuals and families with essential knowledge about care planning and legal preparedness, Ann Baguley will be presenting at the Foundations Care Home located at 1355 Stratford Road, Shirley, B90 4EF on Wednesday, 17th January 2024, starting at 4 pm. This informative session aims to shed light on crucial aspects [...]
Diploma Success for Timon
MPA’s ethos is to Inspire, Educate and Inform, so our team never stops learning to deliver the best for our clients. That’s why we’re so proud of our latest learner achievement, with Timon White collecting his CII Level 4 Diplomas in Regulated Financial Planning in November. The Diploma comprises six core units covering [...]
Q4 2023 Market Commentary
In the UK, October brought noteworthy news with lower-than-anticipated inflation data. Headline Consumer Price Index (CPI) dropped to 4.6%, down from the previous month's 6.7%, surpassing expectations of 4.8%. Concurrently, core inflation decreased from 6.1% to 5.7%, slightly below anticipated levels. This was a similar trend to grocery inflation, as Kantar reported that it [...]
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 [...]