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.
