Our Financial Services
Read the overview of our services below to find out more about the ways MPA can help you.
MPA Wealth
MPA Wealth is our most popular and most comprehensive financial management service available from MPA Financial Management. It is the culmination of years of experience, research, expertise and market insight.
MPA Lite
MPA Lite is an investment plan offering an excellent introduction to financial management for those clients with existing pensions and investments under £100,000. MPA Lite works by matching your attitude to risk to one of five risk-rated portfolios.
MPA Private Client
This is our most exclusive proposition for clients who have in excess of £500,000 invested through us. They will usually have complex financial affairs, with associated tax planning needs.
MPA Civil
MPA Financial Management fully understands the needs of people working in the Senior Civil Service, and the issues they face working in such a changing environment. We have worked alongside such trade unions for Civil Service, delivering various talks and services to their members, including advising FDA members on the “Choices” exercise and “Building a Sustainable Future” document.
MPA Wills and Probate
At MPA Financial Management Limited we outsource our Will writing, Lasting Powers of Attorney and Probate Services to Think Wills and Probate based in Knowle, Solihull.
MPA Mortgage
Whether you are moving, buying to let, coming to the end of a fixed term period or re-evaluating your mortgage; having independent mortgage advice allows you to understand the options available to you.
Equity Release
Equity release allows a homeowner, typically aged over 55, to stay in their home and to have some of the value of their home released to them as cash without moving home. In 2014, according to BBC Radio Four’s Money Box Live, more than a billion pounds was released in this way.
MPA Care
This is a specialist area where clients want advice on funding for care homes or nursing fees. We have a number of advisers who are authorised in this area which involves investment planning, tax planning and having an of the care fees system.
MPA Final Salary Transfers
Since 2015 there has been a legal requirement for anyone with a final salary pension transfer worth in excess of £30,000 to seek qualified advice.