Preparing for Tax Year End 2024/2025
We are fast approaching the end of the 2024/2025 tax year on the 5th April. The run up to the end of the tax year is always an ideal time to ensure that your personal, family and business affairs and your long-term financial plans are arranged as tax efficiently as possible. Since the Labour [...]
A Career in Wealth Management is More Than Just Numbers.
MPA Financial Management is a fast growing firm based in Henley in Arden. Over the last few years we have gone from a small provincial firm into one of the larger independent firms in the West Midlands. We manage over £800M in FUM with a target of achieving £1BN within the next 5 years. [...]
MPA Helps Make Henley Hub’s Community Christmas Lunch a Cracker
At the end of 2024, the MPA Charitable Foundation donated £1,000 to support the Community Christmas Lunch appeal, which has helped towards making it one of the most successful to date. Organised by Henley Churches and The Hub at Henley, plus a team of fantastic volunteers, the annual Community Christmas lunch has been running [...]
Would you like to join MPA?
We are currently looking for 𝐈𝐅𝐀 𝐀𝐝𝐦𝐢𝐧𝐢𝐬𝐭𝐫𝐚𝐭𝐨𝐫𝐬 to join our team at our Henley in Arden office. The role will involve working in collaboration with Financial Advisers and other colleagues to process new and existing business, whilst also providing full administrative support in accordance with our administrative processes. This can include, but is not [...]
Admin Insights From… Louise King, MPA Administrator Assistant
We spoke to MPA Administrator Assistant Louise King about building a career within financial services and the importance of good customer service. How did you get into Financial Services? I’m originally from Solihull and have worked in financial institutions all my professional life, since leaving school. I’ve always been interested in the various financial [...]
PruFund – Smoothed Returns in a World of Volatility
At MPA Financial Management we always want to achieve solid long-term growth for our clients’ pensions, ISAs, and investment bonds and we have found over the years that Prudential’s PruFund range has delivered consistently without normal volatility of other solutions. We find that it compliments other investments and helps flatten the peaks and troughs [...]
MPA Sponsored BMX Team Reach World Championships!
This time last year, we were proud to announce that MPA had agreed to sponsor LCC BMX Race Team, a team of talented young local BMX riders. Over the past 12 months, MPA and several other companies have supported the team as they compete in a range of Regional, National and European BMX racing [...]
Jolly Jumper Day for Birmingham Children’s Hospital
The MPA Team all came to work in their finest Christmas jumpers last week to take part in Jolly Jumper Day, a festive fundraising initiative set up by the Birmingham Children’s Hospital. Our team each donated £2 to take part in the Jolly Jumper Day, helping to raise money so that children in hospital [...]
Christmas Opening Hours
We hope you are all looking forward to the Christmas break. Our office will be closed over the festive period. Please see below for our opening times. Monday 23 December 2024 - Open as usual (9.00am - 5.00pm) Tuesday 24 December 2024 - Christmas Eve (9.00am - 12.00pm) Wednesday 25 December 2024 - Christmas [...]