Fundsmith Equity and Market Update
With the ongoing volatility in the investment markets we have been witnessing over recent months, which is now being compounded by uncertainty around the Ukraine, its worth looking at how the UK’s largest retail fund, Fundsmith Equity is fairing; and the answer is not very well. Since the start of the year Fundsmith has [...]
Adviser Insights…From Chartered Financial Planner, Chris Wheeler, FPFS
We caught up with MPA’s Independent Financial Adviser, Chris Wheeler, to find out more about his route into financial services, his specialism in pension planning and his highlights of helping people with their retirement finances. […]
MPA and Suckling Waddington and Partners to Sponsor Barnt Green Cricket Club
We are pleased to announce that MPA, along with our appointed representatives Suckling Waddington and Partners (SWP), will be coming out to bat for Barnt Green Cricket Club this season following a new sponsorship agreement. MPA and SWP are sponsoring Barnt Green Cricket Club, Senior Shirt The agreement sees MPA and SWP [...]
Ukraine Crisis and The Markets
As reports of war erupting in Ukraine comes over the TV screens, many clients are wondering how this conflict will affect portfolios and stock markets around the world. First and foremost our thoughts are with the Ukrainian people for what they are about to go through, with the potential return to an Iron Curtain [...]
MPA Featured In The Telegraph
Eagle eyed readers of The Telegraph's Money section will have spotted a familiar name in this weekend's edition (Saturday 19 February). We are pleased to have once again been asked to contribute to a Money Makeover, giving real life financial advice to a Telegraph reader. Chartered Financial Planner Chris Wheeler provided his expert advice [...]
Supporting MPA colleagues through challenging times
MPA’s research analyst, Mike Stevenson has been in the financial services all his life. Many years ago, Mike worked for Aviva as a Business Development Manager and helped develop business opportunities with MPA’s now Managing Director, Phil McGovern. The pair got on well, but lost contact when Mike moved to another business. Almost a [...]
Funding Long Term Care – The Reality
In the summer of 2021, The Government announced changes to how an individual's care could be funded. In her latest article, Ann Baguley DipPFS, our specialist in care fees planning, explains what the changes will mean for you. The Government has announced that no-one will pay more than £86,000 for their care costs during [...]
Are you a Trustee? HMRC now requires you to register your trust.
Important changes are due to come into effect regarding trusts which will require action from Trustees. MPA Financial Advisor Ann Baguley DipPFS explains: From the 1st September 2022, trusts will be required to register with HMRC via the Trust Registration Service, even if no taxes are due. Previously, it was only those trusts with [...]
Agricultural grain trader turns apprentice IFA with MPA
Agricultural graduate and former grain trader, Timon White, joined the MPA Financial Management team in June 2021 in the midst of the global pandemic. On graduating from university, Timon spent 12 months as a grain trader, dealing in wheat and barley. He decided this wasn’t the career path for him and contacted MPA for [...]