Congratulations Joe and Jenny!
It is with great pleasure that we can announce that two members of staff have become Diploma qualified today after passing RO6! Joe McGovern and Jenny Hall have both been working extremely hard towards gaining their DipPFS titles and today is a true reflection of the commitment and dedication that they have had over [...]
Market Commentary – Quarter 2 2018
Main themes – Volatility, political tensions, trade threats, strong dollar Highlights: Despite trade war threats with China the US has had good growth this quarter with strong performance from the tech sector, rising earnings and an 18-year low in unemployment rates. US interest rates have risen once more pushing up short term yields with [...]
The Value of Financial Advice
High quality financial advice helps people to understand the complex rules around certain financial issues, such as retirement and Inheritance Tax, and to make more beneficial decisions with their money. The benefits gained from seeking financial advice certainly outweigh the fees paid. Yet research from YouGov* shows that the value of financial advice is [...]
MPA Charitable Foundation launches its website…..take a look!
After launching the MPA Charitable Foundation in June 2018 we are delighted to announce that the website is now live - please take a look and learn more about the MPA Charitable Foundation and what we hope to achieve; www.mpacharitablefoundation.co.uk 'Inform – Educate – Inspire'
Bank of England raises UK interest rates…
There was big news on Friday when it was announced that the Bank of England has decided to raise interest rates for only the second time in a decade. It has gone from 0.5% to 0.75% , which is the highest level since March 2009. To read the full story please click here - https://www.bbc.co.uk/news/business-45043776
MPA acquires half share in Worcester based IFA
Today we are pleased to announce that MPA Financial Management Limited have acquired a half share in Worcester based Suckling Waddington Partnership (SWP) from the retiring Alan Poole... To read the full story CLICK HERE
Our top tax-saving tips!
There are many ways to save tax. When we assess your overall financial position, one of the key elements of our planning will be to ensure that your arrangements are tax-efficient. Make sure that the married couple's allowance goes to the person in the highest tax band (Note: only available if one partner was [...]
Jenny passes RO2!
Congratulations to our very own Jenny Nicholls who this week passed her RO2 exam! Jenny has been with us since 2014 and is a true reflection of our values 'Inform - Educate - Inspire'. From everyone at MPA Financial Management, well done Jenny!
What is a Lasting Power of Attorney and why are they so important?
A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint one or more people (known as ‘attorneys’) to help make decisions or to make decisions on your behalf. In the event that you were to have an accident or illness and were not able to make your own decisions, [...]