News

We are pleased to announce that one of our team have successfully taken their next steps on the road to becoming Chartered Financial Planners, having passed their latest CII exams. Timon White, Trainee Financial Adviser, has successfully passed his CII RO3 Personal Taxation exam. This module develops knowledge and understanding of the UK taxation [...]

‘Inform, Educate and Inspire’ is a core part of our ethos at MPA. Over last few years, David McGovern has certainly been delivering on the ‘Educate’ part through an initiative set up by the Chartered Insurance Institute (CII). The CII has established the ‘My Personal Finance Skills’ programme, a pro bono initiative that delivers [...]

In a slight change from our 'Adviser Insights' series of website stories, we are now shining a light on other team members who are essential to the successful running of MPA. In our first 'Admin Insights' we spoke to MPA Administrator Kat about switching careers, the perks of constantly learning on the job and [...]

We are pleased to announce that we are once again showing our support for Warwickshire County Cricket Club by sponsoring its Captain Will Rhodes. MPA will be Will Rhodes’ bat sponsor for the 2023 season, and we hope having our logo on his bat will spur him on to hit plenty of boundaries. Our [...]

The start of the year brought positivity to markets, with emerging evidence that inflation had peaked in many major economies, bringing greater expectations that central banks would begin to slow down their interest rate hiking programmes. The end of the quarter saw focus turn to the banking sector. Fragility spread first from the US, [...]

MPA is proud to have supported the next generation of leaders by sponsoring coaching specialists Coolsportz to deliver the Playmaker Award through its MPA Charitable Foundation. Based in South Warwickshire and established by Neil Supperstone, Coolsportz is a dynamic coaching company offering a wide range of sports and holiday clubs at venues across the [...]

Sustainable investing is something we are increasingly asked about by our clients. Whilst everybody's main goal will usually be to make a profit or sustain an income, most clients are happy to include ESG (environmental, social and governance) investments as a secondary objective. Whilst currently just over 5% of our clients' assets are invested [...]

On Wednesday 15 March, Chancellor Jeremy Hunt delivered the Government’s 2023 Spring Budget. Having been forced to intervene with a series of economic measures designed to stabilise the economy following the turbulence of the Mini Budget in September 2022, the Chancellor announced that this budget was one focussed on Growth. Encouragingly, there were positive [...]

At the latest quarterly review of the PruFund range of smoothed investments, the PruFund Growth Fund has applied a downward Unit Price Adjustment (UPA) of-2.63%. This affects investments in some pension products, (Series A Trustee Investment Plan) ISAs and offshore bonds (Series B).  All other versions of PruFund such as Cautious or investments in [...]