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 [...]
MPA Shortlisted in MoneyAge Awards 2024
The MPA team is thrilled to announce that we have been shortlisted in the Small to Medium Wealth Management Firm of the Year category at the 2024 MoneyAge Awards. Now in its 10th year, the MoneyAge Awards celebrates the excellence, innovation, and professionalism in the personal finance sector. From outstanding financial products and services [...]
Investing Lessons Learned from a 90th Minute Winner
At first thought, there may not be many similarities between an investing and football. However recent England performances at Euro 2024 led to our Chartered Financial Planner Chris Wheeler seeing how winning on the pitch is similar to achieving success in the financial markets. Chris explains: I started writing this after watching the England [...]
Quilter Wealth Management
Recently there have been a number of ads on various social media channels by a law firm trying to gather complaints about St James Place as they have set aside an enormous sum of money for potential complaints. This same law firm has also been making some spurious comments about some other companies including [...]