We recently spoke to Phil McGovern, Director of MPA Financial Management, about his experience of using Money Alive.
MPA Financial Management have used Money Alive since June 2018, mainly as a way of meeting regulatory requirements using our Final Salary box set for DB triage. Phil’s now looking to expand the use of the platform in his business.
In this video he speaks to us about his first opinions, how using Money Alive has improved his advice process, and his clients' views of this "wonderful bit of kit".
With twelve box sets on topics as diverse as the State Pension, Equity Release, Drawdown and Protecting Yourself From Scams, book a short demo to see how our award winning platform can help your firm’s advice process. We also have some practical and easy to implement ideas about how the platform can help supercharge your digital marketing campaigns and enhance your service to existing clients.