News and Events

August 2009
MPL are delighted to welcome Philip Sutton to our growing team of financial advisors. Announcing Philip's appointment MPL Deputy MD, Aidan Vaughan, said "He boasts a fantastic CV and exceptional technical knowledge, particularly in the realm of investments and pensions". Philip previously worked for wealth manager UBS and he specialises in the legal and financial sectors. Contact Philip.
July 2009
On 15th July MPL hosted a seminar, '50% tax, Pensions and Tax Planning Ideas' for finance professionals. MPL pensions specialist Jim Spicer summarised the punitive measures on larger pension contributions recently announced by HMRC . The freezing of the Life Time Allowance was also covered. A leading London and Isle of Man based tax planning consultancy then introduced Employee Benefit Trusts and several registered tax planning schemes.
May 2009
MPL are pleased to support the local community and are proud sponsors of the Aylesbury U15s youth football team. Congratulations are due following an excellent season in which they won the league and cup. Click here to see the boys in their MPL kit.
April 2009
MPL annuity specialist Billy Burrows has written on the subject of 'With Profit Annuities' for the respected industry publication, Pensions Management. Click here to see the article in full.
March 2009
It is with regret that MPL announce the death of Giles Rackham (44) on the 24th February 2009 from a heart attack. MPL is very grateful for the substantial contribution he made to the business, particularly in developing our Discretionary Management Service (DMS). His kindness, wit and commitment will be greatly missed by staff at MPL and doubtless many clients too. Full continuity of service and investment style is in place via Mark Kitson and the expanding DMS team.
March 2009
MPL launch their 2008/09 Guide to ISAs. If you are thinking about tax-efficient savings then Click here to see the MPL Guide to ISAs. The deadline for an ISA contribution in this tax year is the 5th April and a consultant at MPL will happily help you with your ISA contribution. MPL also offer a review service for existing ISA portfolios. Further details are in the guide.
February 2009
MPL pensions specialist, Jim Spicer, has become aware of an urgent situation regarding the protection of tax free cash entitlements for large pensions (typically £1m or more). Jim has seen many certificates that don't offer the full protection and is offering a review to mitigate against a potential tax liability. The deadline for review is 5th April 2009. Click here to see the full press release.
January 2009
MPL issue a press release demonstrating how a client can use their SIPP to realise the value of illiquid or troubled assets - thereby easing their personal liquidity concerns and more effectively funding retirement. Click here to see the press release.
December 2008
MPL Director David Cummins features in a video on the MPL website. The video explains the role and responsibilites of an independent financial advisor before explaining how the advice process works and how an IFA ensures the best possible outcome for the client's circumstances.
Click here to see David's webcast
October 2008
Congratulations to MPL Annuity Director, Billy Burrows, who has won 'Personality of the Year' at the 2008 Scottish Widows awards ceremony which recognises success and achievement in the financial adviser community. Billy won the award for his commentary on the annuity market, variable and ‘third way’ annuities, a very topical subject which Billy has made his own. The award was presented by Olympic Ambassadors Roger Black MBE and Sarah Bailey MBE.
September 2008
MPL Annuity Director, Billy Burrows, is again featured on the BBC website. Billy's latest article for the BBC focuses on 'third-way' annuities and can be accessed by clicking the following link: "Guaranteed Drawdown Pensions"
August 2008
MPL welcomes existing advisors David Cummins and Billy Burrows to its Board of Directors. They join Brian, Aidan and Giles in making a long-term commitment to MPL that will benefit all MPL clients.
June 2008
Congratulations to MPL Director, Aidan Vaughan, who has completed the 55 mile Rob Roy Challenge raising £2,397 for charitable causes. Aidan would like to thank everyone who sponsored him. He can be seen on the left in this photo taken at the event.
June 2008

Two MPL Advisors are featured in the press this week.

Billy Burrows writes for the BBC website about "Why This is a Good Time to Retire"

David Cummins is featured in an article from the industry magazine CityWire in which he considers his own evolution as an independent adviser and the importance of putting the client's needs first. Click here to see the article in full.
April 2008
MPL Wealth Management are pleased to announce a transfer of clients from a local IFA, Hill Oldridge Financial Services, to MPL. As part of the transfer MPL are pleased to welcome two experienced advisors, Jim Spicer and John Glover.
March 2008
On March 10th MPL held a seminar on the exporting of pension benefits. The ROSIIP (under QROPS legislation) is a scheme specifically designed to enable non UK resident individuals who have accrued pension benefits in the UK to transfer these out once they have left the UK. Click here for more information.
February 2008
MPL launches its Inheritance Tax Planning guide for MPL professional connections and clients. Please contact us for more details.
January 2008
MPL launches its new brochures – download it here…
November 2007
Leading annuity specialist William Burrows joins MPL – read more here…
MPL Wealth Management Limited, 45 Doughty Street, London, WC1N 2LR is authorised and regulated by the Financial Services Authority