MPA Financial Management, Solihull

MPA lays on a private client lunch twice a year for its largest clients and invites industry speakers. Topics in the last year have included death benefits on pensions, long-term care and strategic asset allocation, though apparently the talk on electric carmaker Tesla went down best. Along with newsletters, the lunches are part of a wider attempt to develop what MPA calls a private client brand.

Managing director Phil McGovern is also on the brink of completing a book. It will cover hot pension topics of the day such as flexi-access drawdown and defined benefit transfers and seeks to give readers ‘chapter and verse’ on these issues.

Employees: 32

Funds under advice (£m)

Total profits (£000)

Percentage of recurring income (%)