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.
We offer the full range of model active, model passive and discretionary portfolios to suit your needs. We will also build bespoke portfolios for some of these clients who have particular requirements.
There will be regular newsletters, updates and offers to join us at our exclusive Private Client lunch twice a year where we will discuss current investment, pension and tax issues in a convivial situation.
Clients with over £1M invested will be classed as a Private Client Plus member and we will not charge them any initial fees for work completed.
If you would like further details on this please call the office on 01564 795997.