Managing Director
Dorking
Craig Harper is the founder of Mole Valley Asset Management (MVAM), established 10 years ago with the vision of creating a community-based investment business. After over two decades of experience investing for professional clients, Craig wanted MVAM to focus on engaging with individual investors and small companies ensuring a closer relationship between investors and their money than is the norm in financial services. This reflects his belief that life is about relationships. Under his leadership, MVAM has grown client numbers and funds by more than tenfold. Craig emphasizes a deep understanding of markets and the importance of a strong company culture in serving both clients and employees effectively.
T. 01306 776980
Head of Advice
Hertford
Sarah has eleven years’ experience as a financial adviser, providing clients with holistic financial advice. Sarah joined MVAM in 2022 having built up her own advice business in Hertford over the previous nine years. Prior to becoming a financial adviser Sarah worked for 20 years as an investment manager working for a number of prominent investment houses including SG Asset Management where she worked with Craig Harper. Sarah holds a Diploma in Regulated Financial Planning. Diploma in Regulated Financial Planning, a Teaching Degree and a Degree in Business.
T. 01992 310292
Director and CIO
York
Duncan Sanford is a Director and the CIO for MVAM. He has over 25 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 accountable for the global pension fund assets, managed both internally and externally. He joined MVAM from LGPS Central Limited, an aggregation of nine U.K. public pension funds, where he was the responsible for building the internal investment team and selecting external investment opportunities.
T. 01904 929432
Financial Adviser
Hertford
Annemarie joined the Hertford office in 2022 supporting both new and existing clients. She brings with her a breath of experience including 15 years in the financial services industry as well as a stint in Real Estate. Annemarie became a financial adviser to help people reach their goals whether that is planning for retirement, making the most of your investments or putting protection for your family in place. 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
Trainee Paraplanner
Dorking
Gabriele is a trainee paraplanner at Mole Valley Asset Management. He studied Mechanical Engineering at University of Surrey before working in the Travel Insurance business and then moved into financial advising and is currently studying towards his Diploma in Regulated Financial Planning. He is an excellent cook (by his own account, although no one in the office can yet attest to that) and during his free time he enjoys travelling and playing football.
T. 01306776999
Financial Adviser
Dorking
Alison (Ally) spent many years working as a Personal Finance writer for The Motley Fool, as well as writing for financial websites, newspapers and magazines. She decided to qualify as a Financial Adviser after meeting with one and being thoroughly impressed with how effectively she could map out her family’s future. Ally enjoys helping clients of all ages to reach their financial goals, plan for retirement and generally be as tax efficient as possible. She holds a degree in Chemistry, the Diploma in Regulated Financial Planning, the European Financial Adviser certificate and is currently working towards becoming a Chartered Financial Planner. When not at work, Ally can be found walking with friends in the Surrey Hills, travelling with her family or protecting her fridge from her teenage sons.
T. 01306776999
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.