Dorking
| 01306 776 999
Hertford
| 01992 310 292
York
| 01904 929 430
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Savings & Investments

Home>Our Financial Advice>Savings & Investments

We Can Help:

  • Work out regular savings plan. How much can you comfortably afford to save and where to invest those savings
  • Provide you with an investment plan for a lump sum
  • For both we will ask you what you hope to achieve, over what timescale and how much risk you’re prepared to take with those savings and investments.
  • Make sure that investments recommended are suitable for you, that you understand any investment risk involved and that this is consistent with the level of risk you’re happy to take and the return you might expect to receive
  • Make sure that any product charges are low and that they are not eating into your investment returns
  • Maximise tax advantages and tax allowances
  • Monitor and review existing savings and investments to ensure you’re still on track
  • Advise on any changes that may be necessary to keep you on track
  • If you are a trustee and need advice on an investment strategy for the trust monies.

We Advise On:

  • Savings Accounts;
  • National Savings and Investments
  • ISA’s
  • Unit Trusts and OEIC’s
  • Onshore and Offshore Bonds
  • Investment Trusts
  • With-Profit Investments
  • Structured Products and Hedge Funds
  • Exchange Traded Funds
  • Venture Capital Trusts
  • Enterprise Investment Schemes
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.

Explore this portfolio I'm ready to start investing

Fixed Income Portfolio

If you just need some peace of mind that your money won’t disappear in the hard times and at least make some return in the good, this is the portfolio for you.

Explore this portfolio I'm ready to start investing
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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