MPA Financial Management Inform, Educate, InspireMPA Private Client
\"Presenting smart opportunities, bringing together a holistic view ofinvestment, tax and personal circumstances.\" 2
\"G etting to know my individual needs and identifying my attitude torisk is worth its weight in gold.\" ForewordMany years' experience in this fast changing world of personal finance hastaught us that clients appreciate traditional values such as honesty andtrustworthiness combined with a personal touch.Individuals no matter how successful or wealthy they are, prefer to engagewith people and to feel that they are valued. They want to know the teamthey are dealing with and not feel like they are just a number. Over the yearswe have run a successful business based on this philosophy.We now feel the time is right to launch a premier service for ourmost important clients. We want to offer the ultimate in personalised,professional service.This is what MPA Private Client is all about and we are pleased to invite youto be a part of it.Phil J McGovern FPFSManaging DirectorMPA Financial Management Ltd
\"A knack of understanding my personal financial circumstances andgoals.\" A Personalised ServiceMPA Private Client is the highest level of service we offer to our clients. Ithas been designed with the wealthy in mind who want and expect a certainlevel of service.As an MPA Private Client your expectations and benefits will include: • A highly qualified adviser who understands your needs and wants with regards to tax planning, investment management, generation planning, business planning and offers a unique holistic approach. The adviser will be supported by a named, highly qualified paraplanner. • Quarterly reviews of your investments, so that you know you are on track to meet your financial goals and to amend the approach taken as your circumstances change from building businesses to retiring and estate planning. • Being part of an exclusive proposition, knowing that you are one of our most important clients and being treated accordingly. • Invitations to yearly gatherings, where you can hear from some of the highest calibre industry speakers and fund managers and also meet other like minded Private Clients. • Being associated with a brand that stands for excellence, quality, independence and professionalism and knowing that you and your family will be well catered for now and in the future. • Access to recommended accountants, solicitors and other specialist partners as and when required. • Access to a personal portfolio manager who can manage your investments in an efficient, bespoke and cost effective way. 4
\"A business-like yet personal approach, without overcomplicatedinvestment reports.\"How we look after our Private ClientsThe Plan The Plan Initially, we will spend time with you to find out what you are trying to achieve with your finances. We start by asking you to tell us your story, in your own words. We will draw on our years of experience and high level qualifications to produce a financial planning report that will be distilled into The Plan. PensionsThe Plan is a one page overview of your financial etEdqiPsPabotuoetiilietbrnlarmpuesmeosixophar,coneeovasnspeccdtelecilapeenurmxsundlaptmiinmtaaarrdhtuudiiamamgoredulqunumoupdtlatoapseaerosreeesrutsorqmsoquluoruenirrolteseuiipaqmxpueertaaerrrstiuietuiimoardatreuoevhtsnloleeatvlncciuotueepmlmfstlaatanc,iteipscmappoiteeeimenbrrtduucn,isimiassa.suasctdsiooruerellenoppmiarmuerdqcimniuhtti receamottuinqrsun?imauPtseqiasnundiitdiotuvefefncirciiiamaerteecoptplaeuatrpuruiurcm,pidoteadigoals in life and they may include retirementplanning, investment management, estate planning or education fees planning. Investment etEoriPsIabenctotiihcvetbrueempuelsnospxtpdaamrcoarevameuspecnmeleilatpenrrsuutnduaetmiimnmtxpatqdhtodiuiaargoraredulsounmorepdrlttoaeaueqrspreuesutsooqamsultuqoieoniurltreaseiipsasmxieeeracerrruuiuiettulmalrdavteioettvhnlaoleftatalnicucboeeepummsptstae.n,iripscmcpoiieeamensrtdund,imisosaulasoctsiorrueerelenmppmiamurrdqcainiuhtttii escemiotmunqerun?nauiPttsqiasvunedidrioituefrfnecicipiamaeetrecoutplamuatpeuriurcd,piodotaldlaimqu, i Life Goals etEoriPsLabectoitiihfcetberuempuelnGospxpdaarcooarevaamuspelcsmeleilapentrrseuunduaxtmiimnmttpaqdhtodiuiaargoraredulsounmorepdrlttoaeaueqrspreuesutsooqamsultuqoieoniurltreaseiipsasmxieeeracerrruuiueittulmalrdavteioettvhnlaolefattalnicucboeeepummsptstae.n,iripscmcpoiieeamensrtdund,imisosaulasoctsiorrueerelnemppmiamurrdqcainiuhtttii escemiotmunqerun?nauiPttsqiasvunedidrioituefrfnecicipiamaeetrecoutplamuatpeuriurcd,piodotaldlaimqu, i We will discuss and agree the amount of risk you are willing to take,timeframes and assets that you can commit to The Plan and then set youon course with an investment solution.The RoadmapEach quarter we will review the progress of The Plan and makeamendments necessary to keep you back on track, review your currentinvestments and cashflow and update you on changes in legislation ormarket conditions.We will work with you and your family to ensure you The Roadmap – Mr & Mrs Clienthave peace of mind as well as an excellent level ofservice. Your family members are more than welcome to attend the review sessions and we can design the reviews around topics that you would like to discuss 1st Quarter 2nd Quartertogether, we call this The Roadmap. Data Gathering ESARRDureee:rvvvRiwiieveewoewtirroReVInnmoiscatioerodanmnmctekdaO?oppctions Risk tolerance Vision doc ECDlie: nStuErvnigvoargeInmcoemnteRoadmap Year 1 MRr o&adMmrsapClfieonr t 4th Quarter 3rd Quarter SARRpreeeevvniwieedwewinogRVnoiPsatliraodannmckda?opc SARRureeervvviwiievewoewroRVInnoiscatiorodamnmcekda?opc ED: Long-term Care ED: Budgeting Mr & Mrs Client 20145
\"Access to a network of specialists in related professions makes thewhole process so much more streamlined.\" Team of ExpertsOne of the key points of the Private Client proposition is that it is deliveredby a team of experts. At review meetings you can talk directly to the personwho specialises in a specific area such as estate planning or insurance ofvaluable vehicles and properties. You will still be supported by your adviserand paraplanner but this extra level of specialism ensures no messages arediluted and you can discuss your circumstances directly with the experts. Specialist PartnersOver the years we have developed relationships with trusted experts inallied professions and in order to give you a holistic service we work closelywith them according to your needs. You have access not only to the expertsat MPA but to dependable specialists, with whom we have a long standingrelationship (such as accountants and solicitors). 6
\"It's so reassuring to be kept up-to-date with trends andopportunities.\" MPA Private Client PlusMPA recognise that consistency and trust are paramountwhen looking after your financial planning and we alsorealise that you may, historically, have your investmentswith other advisers. This can make managing yourfinancial portfolio more complicated for you than it needsto be.As we are independent financial advisers, we can deal with most investmentproviders on your behalf and can therefore become your only personalportfolio manager very easily and at no additional cost to yourself from us.By becoming a MPA Private Client Plus client, we will not charge you anyinitial investment fees – which is unique and recognises our commitment toyou.This will result in you having just one point of contact for all of yourinvestments – simplifying the whole process for you. By taking a holisticapproach to your financial situation, we can manage your tax planningeffectively to reduce your tax liability and ensure that the spread of yourproducts reflect your risk strategy.Your adviser will inform you if you are eligible for this service.
\"Honest, straightforward, unbiased advice - how refreshing!\" Chartered and IndependentMPA was one of the first firms in the UK to achieve Chartered FirmStatus which we believe is the pinnacle of the industry. We also have fourChartered Financial Planners which reinforces our belief in education to helpus service our clients' needs and means we adhere to the highest industrystandards.In addition to the credibility assured by Chartered status, being anIndependent Financial Adviser is incredibly important as we believe it isthe only way we can offer the best levels of service to Private Clients. Itmeans that we have no ties to any one company and we are duty bound toresearch the whole market to find the solution that we feel matches yourcircumstances best.The industry is forever changing and we aim to remain independent inthought and deed.We will build on our existing services of MPA Wealth and MPADiscretionary and use our years of experience as financial planners to offeryou the best solution possible.The MPA Private Client proposition is: • Comprehensive/Holistic • Exclusive • Independent • Bespoke • Professional • Tax Efficient 8
“W e find that from initial contact through to implementation, wereceive an excellent service with all the facts but without thejargon.” MPA Private Client ProfileBelow is an indication of some of the characteristics of our MPA PrivateClients: • Hold pensions and investments of £500,000 that need managing over time • Have complex financial and taxation situations that require expert help • Have inherited capital • Need help planning retirement, sale of business, estate planning and succession planning • Have someone they trust to look after their finances throughout their lives and who can keep them on track • Individuals wanting to work with a portfolio manager who can manage to a risk profile • Have assets to manageServices offered include: • Holistic financial planning • Retirement planning • Wealth management • Discretionary fund management • Portfolio management • Estate and inheritance tax planning • Education fees planning • Business protection • Care home fees planning • Home and car insurance 9
\"T he satisfaction of dealing with knowledgeable professionals whotake pride in their work.\" Contact UsTo discuss the MPA Private Client service please contact:Lois Moseley DipPFSMPA Financial Management98 High StreetHenley in ArdenSolihullB95 5BYPhone 01564 795997Email [email protected] Financial Management Ltd is authorised and regulated by the Financial Conduct Authority. The information contained in this brochuredoes not in any way constitute advice. Professional advice should always be sought before making investment decisions. 10
\"MPA are clearly genuine specialists with meaningful qualifications,long experience, and a rare feel for the task coupled with a friendly,jargon-free manner. I have every confidence in their ability to keep a reassuring eye on my future financial well-being.\"
MPA Financial Management Ltd www.mpafm.co.uk
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