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
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
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
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
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
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.