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
Head of Advice
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
Director and Portfolio Manager
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
Financial Adviser & Business Development Manager
William joined Mole Valley Asset Management in November 2021 to help look after our clients. He has worked alongside business owners and investors for over 15 years in roles with firms such as Towry Law, Waverton Investment Management and Brewin Dolphin. He holds the Diploma in Financial Planning and certificates in Discretionary Investment Management, Mortgage Advice and Equity Release. When not at work William is kept busy at home with his young family, countryside walks and occasionally a good book.
T. 01306 776983
Karin holds a Diploma in Regulated Financial Planning and a Master’s Degree in Design. Having worked as a manager for London-based design companies for over a decade she grew tired of the lengthy daily commute and switched to Finance, eventually gaining her Diploma in 2019. She has worked in various roles for pension companies and IFA businesses, gaining thorough knowledge of various aspects of financial planning, products and reporting. She enjoys research, planning and meeting new people. In her role at Mole Valley Asset Management she will be supporting the advice and reporting function of the company. Karin has lived in Dorking for some time and enjoys hiking in the surrounding areas, annual holidays in Cornwall and painting in her spare time.
T. 01306 776985
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