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 [...]
Market Commentary 2021 – Quarter 4
Highlights Global Equities were stronger in the final quarter of 2021 as investors focused on economic resilience and corporate earnings. In Bond markets, Government Bonds outperformed Corporate Bonds. Markets began to price a faster pace of interest rate rises in the US. Commodities saw a positive return as industrial metals gained. US US Equities [...]
Progressing from part time pub work to a paraplanning promotion with MPA
Jenny Nicholls joined MPA as a receptionist in May 2014. A recent graduate, Jenny was looking for her first job after university and was working part time in a pub to earn money. Less than a year into her time at MPA, Jenny moved into the administration team to support them while they were [...]
Welcome to 2022 – ‘This is Not What We Expected!’
Its been a rocky start to the New Year on investment markets across the globe. The FTSE 100, (the measure of the largest UK shares) started off like a train and as that is the only index quoted in the news, everyone thought their investments would perform in the same way. Unfortunately, most investors [...]