News and Events
- September 2011
- MPL Joint Managing Director Aidan Vaughan is again featured in the Christian Press via his
Chairmanship of the Association of Christian Financial Advisors:
Click
here to read Aidan's thoughts on the role of Government spending to boost employment.
- August 2011
- MPL have contributed to the excellent 'New Europe' magazine. We are
particularly pleased to have been asked as the publication 'ensures that its
contributors are the economists, innovators and business personalities that have been
responsible for driving and shaping the economy as we know it'. In the article, senior MPL
staff Simon Weighell, Mark Kitson and Jim Spicer demonstrate how MPL implement a client-centred
strategy using all of the experience, expertise and technology
available to them.
Click below to view the full New Europe article:
MPL: Implementing Strategy by Understanding Needs
For further details of the MPL Discretionary Management Service
please click here.
- July 2011
- Owing to MPL's continued success and expansion, we are pleased to announce the appointment of
Haydn May to the team. Haydn will work primarily with our Joint Managing Directors, Aidan Vaughan
and Simon Stodart, as a Paraplanner. His research and analytical skills will further enhance the
advisory service provided to all MPL clients.
- May 2011
- MPL's 'Ultimate Guide to Care Fees Planning' has been updated and will be valid
until April 2012. Its a great place to start for anyone contemplating the potential costs of care
in later life. If you would like to contact MPL for a confidential discussion about how we
can help you or somebody you care for, please call us on 020 7831 4711 and ask for Adam Stewart
or Francesca Gandolfi.
For full details of our Later Life Advice service
please click here.
- April 2011
- MPL has updated the 'MPL Guide to ISAs' for the new tax year (2011/12). Contact a MPL advisor
to learn more about how ISAs can help you save tax.
Click here to view the updated guide.
- March 2011
- MPL Joint Managing Director Aidan Vaughan gives his reaction to George Osborne’s budget:
Click
here to read Aidan's response in full.
Clients are invited to click here for
a summary of the main budget announcement.
- February 2011
- On 24th February, MPL hosted its second client seminar of 2011. MPL Managing Director, Aidan Vaughan, presented on
Inheritance Taxation solutions and Simon Weighell, Senior Investment Manager, put forward the investment case for
commodities. There were also contributions from MPL Directors Mark Kitson and Jim Spicer who updated clients on the
performance of the MPL Discretionary Management Service and pension changes respectively. Following the educational
content, clients enjoyed a delicious 3 course meal, also at the Montague Hotel in Bloomsbury.
If you are interested in attending future MPL Client seminars, please contact
enquiries@mplltd.co.uk
- January 2011
- It is with great regret that MPL announce the death of Dominik Wyhowski on the 15th January 2011
following a courageous battle with cancer. Dominik was a founder partner of MPL and gave so
much of himself to the business and to his clients. Dominik retired last year and will be sadly
missed by all. Our condolences to Frances and all the family. His funeral will be held at
2pm on 24th January, Holy Trinity Church, Sloan Square, London. All his many friends are welcome.
Click here for directions
- December 2010
- MPL is pleased is pleased to announce further expansion of the Investment Management
Team. Simon Weighell is an experienced wealth manager who will add considerable depth to
the current service proposition, including the development of a 'third way' advisory / discretionary
proposition. Leading industry publications have reacted positively to the appointment.
'MPL Wealth Management hires ex-Heartwood man to head ‘third way’ service'
- December 2010
- MPL has two advisors fully qualified to offer advice on Long Term Care Planning.
Owing to rising demand for advice on this subject, we have recently launched a dedicated page
on our website which will introduce you to the subject of Long Term Care and the funding
solutions that are available.
Click here to see our Long Term Care Planning webpage
- November 2010
- Industry magazine Citywire has published a list of '10 key financial planners wealth managers
should know'. MPL is featured on account of our ambitious plans for the future. Click below or
call 0207 831 4711 to speak with Simon Stodart, MPL Managing Director.
'10 key financial planners wealth managers should know'
- October 2010
- MPL Pensions Director, Jim Spicer, has written two articles on changes to pension legislation.
One looks at changes to the 'Age 75 Rule'.
Proposed Changes to Tax Relief on Pensions
Proposed Changes to the Age 75 Rule
- March 2010
- MPL Managing Director, Simon Stodart, has been featured in leading industry publication, Citywire.
He talks about his own experience in the financial services industry and the unique proposition MPL
have built for their clients. Click here to see the article in full
- February 2010
- We extend a warm welcome to Francesca Gandolfi, the latest addition to the MPL Wealth Management
advisory team. Francesca has over 20 years experience within the financial services industry
She has a broad knowledge of investments, retirement planning, pensions, protection and long term
care fees planning. Contact Francesca.
- 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…