MVAM Financial Advice

Life is all about relationships, and that is what we build here at MVAM. Yes, we can offer advice, create a financial plan, and invest your savings - but if we don't have a relationship with you, we won’t do any of those things well.

If you do want a relationship with your financial adviser, we’ll build it on the values that shape how we work. Care means being consistent, responsive, and taking your goals seriously - we focus on getting things right, not just ticking boxes. Community reflects our roots in Dorking, York, and Hertford - local connections, local sponsorships, and face-to-face meetings build the trust that lasting relationships rely on. We believe in Courage - offering honest advice, even when it’s difficult and in helping you make bold but informed decisions. And through open, ongoing Communication, you’ll always know where things stand.

If that sounds like what you’re looking for, please get in touch. We even answer our phones.

Is MVAM right for you?

Find out more about MVAM and our aim to encourage you to have a more open and honest relationship with your money.

Find out more about MVAM

Select your portfolio

Look at our simple, structured portfolios to find out about which one is right for you.

Find out more about our portfolios

Choose your account

We offer a range of accounts, find out which is the right one for you.

Find out more about our accounts

Warning: Your investment and any income from it may go down as well as up.
You may not get back the original amount you invested.

Join our mailing list to get regular updates and information from MVAM Financial Advice.

“MVAM are friendly and supported me in understanding my next steps heading into retirement. I highly recommend this company. I feel very reassured about my financial plans now.” - VP

Read our latest client reviews on VouchedFor.

MVAM Financial Advice profile

Our latest news

We treat risk differently

Should you choose to continue your relationship with MVAM, an important step is to agree your level of risk. Once we agree this, we stick to it, and your adviser works closely with our in-house investment team on your personalised financial plan.

The MVAM mascot is here to help. The Haretoise® is a simple guide that helps to find your personal investment style. Whether you're more of a steady tortoise, a fast-paced hare, or a bit of both, we want to work to your comfort level and at the right pace for your goals.

Meet the Haretoise