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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.
Managing Director
Dorking
Craig has over 20 years’ experience managing assets, portfolios and people, for prominent investment houses including Société Générale and Daiwa SB in London. Prior to that, he worked for Colonial First State Investment Managers in both London and Melbourne. Craig holds a BSc degree in Economic Geography and a Securities Industry Diploma.
T. 01306 776980
Compliance Manager
Dorking
Lisa is the Compliance Manager at Mole Valley Asset Management. She ensures that we comply with all current regulation, maintaining our relationship with the Financial Conduct Authority and would be the contact for any complaints that clients may have. She has previously worked at JP Morgan in the City of London for a number of years, before choosing to work more locally. Lisa lives in Dorking and enjoys the beautiful local countryside with her family and young Labrador.
T. 01306 776982
Director and Portfolio Manager
York
Duncan Sanford has over 20 years’ experience in the international financial industry, successfully combining direct investment and managing active investment teams. He worked as CEO and CIO for Nestlé Capital Management Ltd. He joined MVAM from LGPS Central Limited, an aggregation of nine U.K. public pension funds, where he was responsible for building the internal investment team and selecting external investment opportunities.
T. 01904 929432
Finance Director & Chief Operating Officer
York
Rachel has over 20 years’ experience in the financial services industry working as an accountant for Citigroup Asset Management, ABN Amro and Aviva before moving into project management at Aviva. She is a Fellow of the Association of Chartered Certified Accountants. Rachel lives in York and loves Pilates, so much so that she became a qualified Pilates teacher for both equipment and matwork.
T. 01904 929431
Investment & Systems Administration Manager
Dorking
Vikki has worked in investment support roles since the turn of the millennium including stints at London based firms Julius Baer and Daiwa SB Investments. She joined MVAM when it opened in 2014 helping to set up the systems and welcome our new clients. She manages the investment administration department and keeps the systems rolling. The job title says it all!
T. 01306 776981
Investment Administration
Dorking
Alison has over 11 years’ experience in the pensions industry having worked for Legal & General in their final salary department. She joined MVAM in February 2018 and works alongside Vikki in the investment administration team.
T. 01306 776984
Assistant Portfolio Manager
Dorking
Aidan joined MVAM in March 2021 and has experience in project management and private equity. He graduated in 2020 with a master’s degree from London Business School and holds a BEng in Civil Engineering. Aidan joined MVAM as an Assistant Portfolio Manager, responsible for providing support to the portfolio managers over a range of investment processes.
T. 01306 776980
Client Relationship Manager
Dorking
Sherry joined us in early September 2021. She brings with her a successful background in building and maintaining client relationships whilst dealing with the day to day nitty-gritty of administration and on-boarding. Sherry has a passion for numbers, so much so she became AAT qualified to Diploma level in her spare time. If she isn’t hard at work, Sherry enjoys going to the gym, checking out the next new movie in the cinema or dining out.
T. 01306 776986
Head of Advice
Hertford
Sarah has eight years experience as a financial adviser, specialising in pensions advice and savings and investments. Prior to starting and developing Leabourne Financial Advice, Sarah worked for 20 years as an investment manager working for a number of prominent investment houses including SG Asset Management and Barclays Global Investors. Sarah holds a Degree in Business, a Teaching Degree and a Diploma in Regulated Financial Planning.
T. 01992 310292
Paraplanner
Hertford
Annemarie is our first recruit of 2022 and has joined the Hertford office to help look after our clients. She has over 15 years’ experience in the financial services industry as well as a stint in Real Estate. Annemarie will be supporting both new and existing advice clients as well as establishing our base in Hertford. Annemarie holds a Masters’ Degree and a Diploma in Regulated Financial Planning. When not at work, Annemarie can be found at home with her family or on the tennis court. She likes to travel as and when she can get away with it…
T. 01992 310292
Portfolio Manager Asisstant
York
Gruff joined MVAM in September 2023 and is a recent graduate from Swansea university. He is responsible for providing support to the portfolio managers over a range of investment processes. When not at work, Gruff can be found on the cricket field or golf course.
T. 01904 929430
Paraplanner
Dorking
Fran has been working in Financial Services since 2006. First as an independent mortgage advisor for 2 years and then joining the banking world as a Financial Advisor for 12 years working for Barclays, Santander & Lloyds Private Bank. Following a career break to concentrate on family, Fran returned to financial services at the end of 2021 as a Paraplanner helping to support advisers with their role. Fran holds a Degree in Physical Geography and her diploma in Mortgage Advice and Financial Planning and has taken the first step to becoming chartered status with completion of one of the chartered examinations in tax and trusts whilst on her career break.
T. 01306776983
Join our mailing list and get instant access to our regular monthly updates about MVAM and stories from our community.
Mole Valley Asset Management is authorised and regulated by the Financial Conduct Authority. Registered No. 613008 (www.fca.org.uk), 12 Endeavour Square, London E20 1JN
Mole Valley Asset Management, Registered in England No 08600041. Registered office: 275 High Street, Dorking, Surrey, RH4 1RY
MVAM Financial Advice is a trading style of Mole Valley Asset Management Limited which is authorised and regulated by the Financial Conduct Authority.