MVAM is a community-based investment business. We help you to invest your savings by building a relationship with you based on communication and trust. We invest after agreeing a mutually accepted level of risk based on your own personal circumstances. With our offices in Dorking and York, you get to know your investment manager who has the experience to invest directly into the markets.
Find out more about Mole Valley Asset Management and our aim to encourage you to have a more open and honest relationship with your money. In these times of machines and automation, helping you make investment decisions for the future takes more than just a tick box exercise. At MVAM we meet you, we talk to you and together decide the best route forward.
Find out more about Mole Valley Asset Management and our aim to encourage you to have a more open and honest relationship with your money. In these times of machines and automation, helping you make investment decisions for the future takes more than just a tick box exercise. At MVAM we meet you, we talk to you and together decide the best route forward.
Services
If you want a relationship with your money, a place where you are listened to and valued, then MVAM could be right for you. We are clear and honest with the risk we take and communicate your positions regularly and clearly. We invest directly into the markets, not using funds or platforms, meaning we can change tack quickly when things turn out unexpectedly.
At MVAM our aim is to encourage you to have a more open and honest relationship with your money. We do this by taking an active interest in you as a person, so we can provide you with a clear view on what risk you can take with your savings and what rewards you can expect. If you'd like an idea of what portfolio might work for you please answer the questions below.
Personal attitude to risk is hard to measure and can be changeable, what feels comfortable one day might not the next. At MVAM we help you to understand the risk you are able and comfortable to take with your money today and work with you if things change in the future. Use the Haretoise to find suitable portfolios for you.
MVAM is a boutique asset manager and, as such, we can implement decisions quickly. The office is structured to ensure excellent team working and a crossover of roles and skills. To ensure people remain with our organisation, we foster an environment in which talented individuals are encouraged to express themselves and their ideas.
It's never nice to pay for something that doesn't work. That's why we at MVAM don't charge for any investment advice. We have low running fees that only get to industry average levels when we achieve serious investment returns for you. Our unique fee structures are thought through to be fair to you and fair to us.
Reviews (8)
Liz Bradshaw
Dec 22, 2021
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We have been a client of MVAM since late 2020 and have been hugely impressed with Craig and the whole team.
The onboarding process was thorough but straight forward and the advice, reporting and ongoing client service has been excellent.
They go the extra mile to ensure you feel valued as a client and knowledgeable of the decisions they make.
The onboarding process was thorough but straight forward and the advice, reporting and ongoing client service has been excellent.
They go the extra mile to ensure you feel valued as a client and knowledgeable of the decisions they make.
Luke Gilman
Nov 06, 2021
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I worked with MVAM and I am now an investor and from both the point of view of an employee and a client, I have only positives to say!
It was an amazing place to work, the whole team was so friendly and genuinely passionate about trying to improve every aspect of the business. I feel like it was a hugely important step in my career, and I will be forever grateful to Craig, Andrew, John, Vikki, Lisa, Alisson, Bronni, Duncan and Rachel.
And as an client, my investment has doubled in the first year! Not only that, there's always great communication from Craig.
Highly recommend MVAM!!!!
It was an amazing place to work, the whole team was so friendly and genuinely passionate about trying to improve every aspect of the business. I feel like it was a hugely important step in my career, and I will be forever grateful to Craig, Andrew, John, Vikki, Lisa, Alisson, Bronni, Duncan and Rachel.
And as an client, my investment has doubled in the first year! Not only that, there's always great communication from Craig.
Highly recommend MVAM!!!!
Richard Adler
Oct 27, 2021
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Richard Adey
Oct 14, 2021
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James Hardy
Oct 14, 2021
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I have invested through MVAM since 2015. In that time, funds have grown fivefold - I am delighted by this, especially given the market gyrations due to Covid. Craig has deep understanding of markets, is relentlessly positive, professional, accessible and is always ready to take time explaining investment (and risk) to the financially naïve.
Nick Russell
Oct 12, 2021
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As a cautious Finance Director I make investment decisions slowly, and it took a few years of coming across MVAM before I transferred my pension funds over to them. Since then I have been delighted by my decision and wish I'd moved earlier; from my experience MVAM have been great to deal with and most importantly, the returns they have made on my investments have been excellent.
Richard Lanyon
Oct 11, 2021
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Antony Parry
Oct 07, 2021
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