Dorking
| 01306 776 999
Hertford
| 01992 310 292
York
| 01904 929 430
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Financial Advice Services

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Our financial advice can be categorised as:

Wealth Enhancement

Advice aimed at ensuring that you are maximising your savings and investment potential; that your pension is appropriately structured and invested to provide for your retirement goals; and that you are acting in as tax-efficient a manner as possible.

Wealth Preservation

Advice aimed at making sure that you can protect your estate so that it can be passed on to your descendants.

Our aim is to free up your time and take away your financial worries, so that you can enjoy the more important things in life.

We advise on:

  • Saving and Investment Advice
  • Retirement Planning
  • Tax Planning
  • Small Business Advice
  • School/Uni Fees Planning
Our Financial Advice

Portfolios you may be interested in

Bespoke Investment Portfolio

Our definition of a Bespoke Investment portfolio is directly correlated to the situation and need of each individual client. A portfolio, which is created for a young businesswoman might not be diversified enough for a retired army officer. As you can imagine the situation and needs, in this case, are likely to be dramatically different.

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AIM Inheritance Tax Portfolio

To reduce your IHT liability we invest in companies listed on the UK’s Alternative Investment Market (AIM) that qualify for Business Property Relief. Investments in such companies held for at least two years are potentially IHT tax-free under current legislation.

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Premium Dividend Portfolio

The Premium Dividend portfolio will invest in 25 companies in the UK and Europe that will give you a steady and growing stream of income. The companies we invest in will demonstrate an ability to pay a consistent, growing dividend throughout the business cycle.

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View all our portfolios
Contact Dorking
275 High Street,
Dorking,
Surrey, RH4 1RY
T. 01306 776 999
MVAM in Dorking
Contact Hertford
3 Port Hill,
Hertford,
SG14 1PJ
T. 01992 310 292
MVAM in Hertford
Contact York
28 High Petergate
York
YO1 7EH
T. 01904 929 430
MVAM in York
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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.

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