Countdown to the October Budget – Is There Anything You Can Do?
As we count down to the Autumn Budget, there is increasing speculation about what will be announced and how any changes will impact savings, investments and pensions. In his latest article, our Managing Director Phil McGovern FPFS addresses some of the 'budget rumours'. If you would like specific advice please get in touch. According [...]
MPA Charitable Foundation Supports the Henley Hub’s Big Day Out
For the second year running, through MPA’s Charitable Foundation, we’ve supported The Hub in Henley in Arden by providing a donation towards arranging a trip to the seaside for local families. Chair of the Hub, Peter Crathorne, works hard on behalf of residents of Henley and the surrounding districts to organise a coach trip [...]
MPA Charitable Foundation Helps Heritage Roof Appeal Hit Target
Earlier this year, through the MPA Charitable foundation, we were pleased to support the Henley-in-Arden Guild Hall Roof Appeal 2023/24 with a donation of £1,980. We’ve recently received a letter of thanks, sharing the news that the Henley Guild Hall Trust Roof Appeal team has reached its ambitious target of £120,000 through donations alone, [...]
Sam Celebrates Compliance Exam Success
We’re celebrating MPA’s Compliance Officer Sam Davies this month after successfully completing the R01 and LP2 exams, working towards Level 3 Certificate in Financial Services. Sam is currently undertaking a Chartered Insurance Institute (CII) Compliance apprenticeship and the exams are a key milestone in achieving this. The CII Compliance apprenticeship covers legal and regulatory [...]
Market Update: Understanding Recent Volatility and Its Impact
In recent days, we've observed increased volatility in the financial markets, with some asset prices experiencing declines. It's important to understand that this fluctuation is not due to a single factor but rather a combination of interrelated dynamics and shifting market sentiment. Here, our Head of Advice Joe McGovern examines these developments and provides [...]
MPA Host Chris Lavery Memorial Golf Day
In 2020, we received the awful news that our friend and colleague Chris Lavery had passed away. Chris was an appointed representative of MPA for over 5 years. He was a great colleague, a good friend, a true gentleman and is missed by us all. Golf was central to Chris’ life, and he regularly [...]
Important Announcement: Abrdn Daily Valuation Feeds – Model Portfolios….
Note to our clients... We have identified an issue with ABRDN bulk valuations on Intelligent Office affecting clients with multiple model portfolios. Currently, only one value is being pulled through, which may result in a reduction in the displayed value of your policy. Please be assured that we are treating this matter with urgency. [...]
MPA Charitable Foundation Supports Reuben’s Recovery
Family is at MPA’s core and when our Head of Advice, Joe McGovern, heard about a little fighter called Reuben, in his daughter’s nursery class, he wanted to lend his support to help the family reach its fundraising target to cover care. Two-year old Reuben Mather is currently in Birmingham Children’s Hospital after suffering [...]
MPA IFA Smashes Fundraising Target for MS Society’s Challenge 29
MPA Independent Financial Adviser, Chris Wheeler, completed Challenge 29 back in February and raised a whopping £965 for Multiple Sclerosis (MS) charity, the MS Society. After receiving his own MS diagnosis over six years ago, the charity which works to fund world-leading research, share the latest information and campaign for everyone's rights, is close [...]