Finance Monthly Global Awards 2018 Edition

About Phil McGovern Managing Director 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 £500M 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. www.mpafm.co.uk Finance Monthly Global Awards 2018 www.finance-monthly.com 48 UNITED KINGDOM OWNER MANAGED BUSINESS FINANCIAL PLANNING ADVISORY FIRM OF THE YEAR Firm Profile 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 £400m 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. These are the three promises that we make to our clients: that we will help to inform your knowledge and approach to your financial management, improve your financial position and inspire you to achieve your life goals. Our ethos is built upon professionalism. Our culture is grounded in teamwork – working together and with our clients to deliver the best outcomes and highest standards of client care. How We Work Ethos Our values set us apart. We are committed to achieving and maintaining the highest standards possible in our profession and providing an excellent level of ongoing support. Our team are amongst the most highly qualified in the industry and we strive to be the most qualified we can be. Culture Our people and processes are the cornerstone of our culture. In selecting a financial partner, confidence and trust are imperative. Our clients can have complete confidence in our robust research process that enable us to search the entire market for the right solution for you and total trust in the team behind it to deliver results. Transparency Charges and fees are transparent and there are no hidden costs. Fees will be explained at outset so that you will understand what services we will be providing and what the cost will be. We will work closely with you to understand your present and future goals and come up with solutions to achieve them.