From Paraplanning to Parenting for Jenny Nichols
After nearly 10 years at MPA, developing her career from part time working in a pub, to MPA administrator and then working her way to Head of Paraplanning, this month we celebrated Jenny Nicholl’s next big role, as a parent. The MPA team got together with a buffet, home baked cakes and balloons to [...]
Ann Baguley To Speak at ‘Wellbeing In Care’ Event
On Wednesday 15 November, Anne Baguley, Independent Financial Adviser and specialist in later life financial planning, will be providing expert advice to attendees at the 'Wellbeing in Care' event at Eastcote Park Retirement Village. Anne will be providing advice funding long-term care and other elements of financial planning that need to be considered when [...]
MPA Listed in NMA Top 100 for 10th Time!
We are delighted to announce that MPA has been confirmed s one of the best wealth management companies in the UK following our inclusion in the NMA Top 100. This is now the the 10th year that we have been included which we believe is testament to the consistency of our approach, the outcomes [...]
What is a Vulnerable Customer?
The Financial Conduct Authority (FCA) has a clear definition of what constitutes a vulnerable customer. Here, our Trainee Compliance Officer Samantha Davies gives further detail on the FCA's definition and explains how MPA supports our vulnerable clients. The FCA's definition of a vulnerable customer is ‘someone who, due to their personal circumstances, is especially [...]
MPA Hosts Macmillan Coffee Morning
The team at MPA came together recently to raise much needed money for people living with cancer by hosting a Macmillan Coffee Morning. It was a sociable occasion, one which saw all the staff moving away from their desks to share some lovely cakes and savouries, enjoy a hot drink and to have an [...]
Q3 2023 Market Summary
In the third quarter of this year, we finally saw a notable decline in UK inflation, which allowed the Bank of England to ease off on their counter-inflation measures, with the base rate only rising 0.25% across this quarter. Other key points include: UK Corporate bonds have been the strongest performing asset class within [...]
MPA Shows Continued Support for Henley in Bloom
We are pleased to announce that we have once again supported Henley in Bloom with a further donation to this dedicated local community voluntary organisation. Financed by their own fundraising efforts and by donations from residents and businesses, the group does so much to ensure that Henley in Arden is a beautiful place to [...]
The Power of Pound Cost Averaging- When Should I Invest?
Investing is a powerful tool for achieving long-term financial goals, whether it's saving for retirement, funding a dream home, or creating a nest egg for your children. However, it can be confusing to know when it is best to invest, especially in the current climate where cash is offering such favourable returns. Pound Cost [...]
UK Economy Delivers Surprises This Summer
The summer months have given us reason to be cautiously optimistic that we are moving away, albeit slowly, from two of the main themes that have characterised the past year – rising inflation and interest rates. In August, the Bank of England (BoE) increased interest rates again by 0.25% to 5.25%, but indicated that [...]