We offer our clients, Life Centred Financial Planning. Plus, Lifestyle Financial Planning. These two areas provide you with the knowledge, guidance and or advice within the financial services sector. This allows you to achieve a brighter financial future. Both are also authorised and regulated by the Financial Conduct Authority (FCA) working within the UK regulatory regime.
Our life centred planners work with you to understand your financial planning requirements. We are unlike other traditional independent financial advisers that just offer financial advice - we are so much more. We assist you, businesses and families by utilising the money you have to achieve the best quality of life you can.
Our life centred planners work with you to understand your financial planning requirements. We are unlike other traditional independent financial advisers that just offer financial advice - we are so much more. We assist you, businesses and families by utilising the money you have to achieve the best quality of life you can.
Services
Since our formation in early 2002, MRA have built up a reputation of providing high quality, face-to-face advice on all aspects of finance. We have invested in the most up to date technology and industry software to ensure that we are in a position to deliver the highest level of financial solutions for our clients.
The Financial Conduct Authority does not regulate Will writing or taxation and trust advice. The content of the articles on this website is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice.
Phil goes to great lengths to explain all his services and to make certain that we understand all aspects of them. His financial knowledge is most valuable in arriving at a beneficial solution for us and our future. Very happy to be working with MRA Associates and their friendly approach. Mike and colleagues are happy to listen and understand aims before offering lots of good advice.
An excellent opportunity to join a well-established, busy, Lifestyle Financial Planning practice. We are looking for someone to join our friendly company and to be a fully integrated member of our team with the ability to further qualify as a Chartered Lifestyle Financial Planner. This is a full time, permanent position.
There are a number of ways that you can get in touch with us. We offer a half-hour complimentary consultation where you can speak to one of our experienced Certified Financial Planners. Whether you wish to discuss your business concerns or your personal finances, we can help. There is free parking on site.
Reviews (7)
Hazel Hanley
Jan 12, 2020
Report
Heather Brown
Dec 23, 2019
Report
I never imagined I would make use of a financial advisor but once I took the first step I knew I’d made the right decision. The team at MRA are really helpful, knowledgeable and really seem to understand the concerns I had never having used similar services before. Now 5 years on I feel really comfortable with my financial goals, have confidence for my financial future and have explored some options I would never have considered before.
David Wells
Dec 18, 2019
Report
We have been with MRA for 15 years and without their help and guidance we would not be in the property we have now, being able to retire at 58 in the knowledge that are finances are secure and we have no need to worry about money. They have given us the confidence in knowing we are financially secure and receiving income growth better than inflation. Many thanks to all the great people at MRA.
Heather Adams
Nov 06, 2019
Report
Phil goes to great lengths to explain all his services and to make certain that we understand all aspects of them. This is done in an unhurried and pleasant environment allowing us to speak freely about our requirements
His financial knowledge is most valuable in arriving at a beneficial solution
for us and our future.
His financial knowledge is most valuable in arriving at a beneficial solution
for us and our future.
Wendy Waddington
Oct 20, 2019
Report
I first contacted MRA nearly fifteen years ago, and in the time since Mike Robertson and Phil Hassell have given sound financial advice to me, both with regard to my family and to my own retirement planning. They have taken the time over this period to understand my financial situation in detail and, as it has changed, to recommend tailored products which have met specific investment needs - and they have augmented this with more general contextual financial advice. The whole team have been, and continue to be, very helpful.
John Waterman
Sep 12, 2019
Report
14 years ago Alison had to give up work through ill health at 56 years. This had a major impact on our finances which, at best, had always been modest. We realised that we needed to reassess all areas of our life, but money was top of the list.
MRA reviewed all our finances, confirmed our goals and reassured us that with the correct realignment of our assets, we could reasonably manage our future monetarily. Because of their wisdom, our investments have been "bomb proof" throughout the financial crises of the past few years. We are now happily retired with investments that will support us until
MRA reviewed all our finances, confirmed our goals and reassured us that with the correct realignment of our assets, we could reasonably manage our future monetarily. Because of their wisdom, our investments have been "bomb proof" throughout the financial crises of the past few years. We are now happily retired with investments that will support us until
Paul Begent
Aug 18, 2019
Report
