Now’s the time to begin a real relationship with your money

MVAM Financial Advice 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, Hertford and York, you get to know your investment manager who has the experience to invest directly into the markets.

Is it time for you to have a real relationship with your money?

Please note that having an enjoyable relationship with MVAM does not guarantee investment returns. Your investment and any income from it could fall as well as go up. You may not get back the original amount you invested.

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 I'm ready to start investing

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 I'm ready to start investing

Choose your account

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

Find out more about our accounts I'm ready to start investing

Why choose MVAM?

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. Watch our video to see what we’re all about.

Read about the MVAM way

Safe and secure, so you can relax

We understand how important it is to keep your money and investments secure at all times. Mole Valley Asset Management is authorised and regulated by the Financial Conduct Authority (FCA) and covered by the Financial Services Compensation Scheme (FSCS).

Meet our money management team


“Your report reads well, and provides us with a very good account of our financial situation, and importantly, what actions we need to take.”
“I think that the way you portray this kind of disappointing news is absolutely right for any fair-minded client, who must already be well aware of current economic circumstances. Factually correct, fully explained, and above all without any attempt to make excuses on behalf of MVAM or yourself, which might imply that you have something to hide, which of course you don't. Keep this basic integrity going because it is sadly becoming an ever-scarcer commodity in the rest of the world.”
“Thank you for your honesty and of course we perfectly well understand why the markets have taken such a hit in recent months. We aim to be with you for the long haul and so we trust your judgements to sell and buy in a fashion that will ultimately benefit us.”
“For the last twenty years my pension was invested in one of the big providers, but as circumstances changed I felt it needed more of personal touch moving forward. Duncan and Craig took the time to listen and explain, thoroughly taking me through the options, the risk levels and potential outcomes, before helping me decide the right investments for me. We’re in constant dialogue and it really feels like they are watching out for me and my fund in the constantly evolving markets.”
Shay R

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