Death Benefit Nominations…Are yours up to date?
The death of a loved one is an emotionally challenging time for everyone involved and the last thing anyone wants is to be faced with financial challenges and issues. Combatting such issues is easily solved by forward planning. “There are only two things certain in life: death and taxes” This quote by [...]
A special note of thanks from Millie- Mae Hendrie to the MPA Charitable Foundation…
After receiving her donation, Millie-Mae sent us a ‘Thank You’ message using her BrailleNote Touch at school. This is what she said: ‘Good afternoon. Thank you for your donation. It will go a long way to help me buy a braille note touch to help me with my school and homework and with my [...]
MPA Charitable Foundation helps 12 year old Millie- Mae…
Millie-Mae is a 12-year-old girl from Coventry who was born with a rare, inherited eye condition called Leber’s Amaurosis. Growing up with three brothers with no sight problems, Millie-Mae loves family life and has learnt how to use guide dogs, improve her mobility and even ride a tricycle! With her positive attitude, confidence and [...]
MPA Charitable Foundation makes its first charitable donation…
Sian Kelly is a 22 year old student from Solihull who has been playing cricket for Warwickshire County since the age of 9, and whom has been coaching cricket within the local area from the age of 16. She has a true passion for cricket, practically coaching, and following a visit to Buenos Aires, [...]
Market Commentary – Quarter 3…
(1st July - 30th September) Highlights: Despite deepening trade wars, the US was the top performer this quarter with growth in both the economy and earnings. August marked the US’s longest bull market in history with IT and Pharmaceutical sectors showing the greatest performance. European growth has been positive but not stellar as ongoing [...]
MPA reach the final of the CII Awards – West Midlands Top Financial Planner of the year!
We are so pleased to announce that MPA Financial Management Limited have reached the final for the Chartered Insurance Institute West Midlands Top Financial Planner of the Year 2018. With many Financial Planning firms across Birmingham, Coventry, Stratford-upon-Avon, Stoke-on-Trent, Shropshire and Mid Wales being nominated for the awards, we have reached the final four [...]
MPA holds annual Private Client lunch…
On Thursday the 6th September we held our annual private Client Lunch at Nuthurst Grange Hotel in Hockley Heath. We had over 50 clients attend and Jon Prescott from Octopus was the presenter on the day. He covered IHT and BPR (Business Property Relief) which the clients were very interested to hear about. Eleanor [...]
AIM high with tax efficiencies…
The Alternative Investment Market (AIM) may not be as familiar as the FTSE 100 or the London Stock Exchange, but it is important to know about its potential for making the most of your money. AIM was launched in 1995 with 10 stocks, and since then it has grown to over 3,000 companies worldwide. [...]
The Growing Need for Long – term care…
Not only is the population in the UK growing, but people are also living longer now than ever before, therefore the need and importance of planning for long term care is becoming increasingly apparent. Demographic data from the Office for National Statistics shows that the population of the UK in 2016 was at its [...]