Global Market Commentary: Key Trends in Q1 2025
The first three months of 2025 have been dominated by volatility with politics, conflicts and trade tensions taking centre stage. In his latest market commentary, our Head of Investment Chris Wheeler explores how this volatility has impacted markets. As we progress through the first quarter of 2025, global financial markets have experienced notable shifts. [...]
MPA welcomes Trainee Junior Adviser to the team
Last month, we welcomed Trainee Junior Adviser, Jack Burton to the MPA team. Jack joined MPA in February after completing his Chartered Insurance Institute (CII) level 4 Diploma in Regulated Financial Planning in October 2024 and gaining experience in similar roles within the industry since 2023. Hailing from Warwick, Jack is already building valuable [...]
Operations Manager Annemarie Byrne Achieves Distinction!
We are delighted to announce that our Operations Director Annemarie Byrne has achieved a Distinction in her AAT Level 2 certificate in Bookkeeping Exam. This is significant personal achievement for Annemarie, which has seen her balancing her personal development alongside her exceptionally busy role as Operations Manager at MPA and her family life. Annemarie [...]
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 [...]