News

Picture by Dave Warren / Picture Team. 24/06/2018. Claverdon, UK. MPA Dinner, Ardencote Hotel, Claverdon. MPA Financial Management Ltd01564 795 997. Photo credit: Dave Warren/Picture Team   MPA celebrated 30 years since it was founded by Mike Paul our Chairman. The celebrations got underway on June 22nd at the most amazing venue, Ardencote [...]

They say money can't buy you love, but can it at least buy you happiness?  The pursuit of a definition for 'happiness' could no doubt fill a thesis or two, in the first place!  But in terms of its price, if you search online under headings along the lines of 'the cost of happiness', you'll find [...]

Here at MPA we recognise that information and knowledge are vital components in our commitment to achieve and maintain the highest business standards possible.  We are committed to helping all staff members in their studies to ensure that collectively, we are as highly qualified as possible. With that said, a massive congratulation goes to Phil [...]

With the number of enquiries in respect of Defined Benefit (DB) pension transfers increasing, MPA have introduced The Final Salary Portal to educate our clients and help them understand the thought process behind the decision to transfer their DB pension, or not, as the case may be. The Final Salary Portal gives clients the [...]

At MPA Financial Management Limited we have taken the decision, following the retirement of David O'Dell, to outsource our Will writing, Lasting Powers of Attorney and Probate Services to Think Wills and Probate based in Knowle, Solihull; www.thinkwillsandprobate.co.uk Eleanor Betts is the Director of Think Wills and Probate and has been providing a Will [...]

MPA are busy prepping for their 30 year anniversary gala, which will take place on the 22nd June in Claverdon. Since being established in 1988 MPA has gone from strength from strength and all the team, whether old or new, are looking forward to celebrating this momentous occasion. The office will be closing at [...]

Our very own Jenny Hall has written the below piece which is all about the current markets. Here at MPA we aim to 'Inform - Educate - Inspire' and Jenny certainly embodies these values. Keep reading to find out more... Highlights: Volatility has made a return with most markets affected throughout the quarter. US [...]

Brewin Dolphin have agreed to reduce its Discretionary Fund Management fee for all MPA clients from 0.75% to 0.70% with effect from July 2018, saving our clients over £25,000 per annum aggregate. Brewin Dolphin were established in 1762 and are one of the largest independently owned private wealth managers in the UK.  As at [...]

In accordance with our strap line of Inform, Educate, Inspire we have teamed up with a firm called Independent Check Ltd to produce a range of short animated videos that help explain, in simple language different aspects of financial planning. The first three are: The Importance of Asset Allocation and Diversification Estate and Inheritance [...]