Phil joined MPA in 1996 and was appointed Managing Director in 2010. Since then the Company has grown rapidly from a small firm managing £40M to the firm it is today with excess of £550M funds under management. Phil plays a key managerial role in the company in shaping the future, ensuring standards are maintained as well as advising clients. He has amassed a vast amount of experience in complex pension and investment issues and specialises in pension transfers, income drawdown and investment planning. He is a Fellow of the PFS. He has been married to Emma for over 25 years with 2 children and enjoys cricket, golf and rugby.
MPA Financial Management Ltd:
MPA Financial Management Ltd is a specialist firm of Chartered Independent Financial Advisers. We are unbiased and unrestricted in our advice. This means we can search the whole of the market to find the right financial solutions for our clients.
We have a highly experienced and qualified team to understand, research and find solutions to our clients’ financial needs. Based in Henley-in-Arden, the firm have been operating since 1988. We have a team of 25 staff and manage well over £550m in investments on behalf of our clients. We have been ranked in the Top 100 Adviser firms in the UK by Citywire for the last 3 years. Please view our client services brochure.
Our primary focus is on helping you achieve your financial goals. Our expert advisers and client relationship managers will seek to understand your objectives and deliver to your needs first and foremost. Our philosophy is that we inform, educate and inspire our clients to make the right decisions for their financial success.