MVAM Financial Advice
MVAM Financial Advice is an investment business that focuses on building relationships with clients through communication and trust. They provide investment solutions based on individual risk levels and personal circumstances.
- Tax planning
- Estate planning
- Savings & investments
- Small business advice
- Financial advice services
- Bespoke investment portfolios
- Retirement planning & pensions
- Discretionary investment management
Locations
Competitors
Realm Investment Management is a wealth management firm that helps clients achieve their financial goals and build a secure future.
Principal & Prosper is a financial advisory firm that has been providing dependable advice and solutions for over a decade.
Company Details
MVAM Financial Advice is operated by Mole Valley Asset Management Ltd and is a Active company incorporated on 8 July 2013 with the registered office located in Dorking, Surrey. Mole Valley Asset Management Ltd was registered 12 years ago.
Status
Active
Size
Small
Directors
5
Age
12 years old
Employees
15
Turnover
£1M
Total Assets
£697.23K
Cash in Bank
£346.07K
Total Liabilities
-£129.04K
Teams
8
6
1
1
Chief Investment Officer • Joined Feb 2023
Assistant Portfolio Manager • Joined Mar 2021
Director Of Finance • Joined Feb 2021
Investment & Systems Administration Manager • Joined Apr 2014
Client Administrator • Joined Jan 2025
Portfolio Management Assistant • Joined Oct 2024
Financial Advisor • Joined Feb 2023
Financial Advisor • Joined Jan 2022
Chief Investment Officer • Joined Feb 2023
Assistant Portfolio Manager • Joined Mar 2021
Director Of Finance • Joined Feb 2021
Portfolio Management Assistant • Joined Oct 2024
Financial Advisor • Joined Feb 2023
Financial Advisor • Joined Jan 2022
Client Administrator • Joined Jan 2025
Investment & Systems Administration Manager • Joined Apr 2014