News

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, [...]

(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 [...]

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 [...]

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 [...]

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. [...]

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 [...]

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 [...]

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 [...]

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 [...]