News

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 [...]

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!

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, [...]

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 [...]