Mole Valley Asset Management

Service provider
Investment Manager
Min. account size
£50,000
Ownership
Private
Size of wealth manager
Small
Founded
2013
Size
Boutique

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Mole Valley Asset Management Factfile

Andrew Holder
Finance Director/Portfolio Manager

Mole Valley Asset Management (MVAM) help you invest your savings by encouraging you to make conscious decisions about your money. They ensure information and opportunities are clear, transparent and easy to understand.

Based in Dorking, Surrey, they build bespoke investment portfolios to meet your future needs, working with investors large and small.

They ensure you get to know your Investment Manager, someone with experience and skills to invest directly into the markets and that you receive full access to them whenever you need.

Contact person Investment Manager
Portfolio types Model, bespoke
Composition Direct
Questions to ask?

Questions to ask?

What is your investment performance over 1-3 and 5 years
How do you manage assets that might be different to others and why
I've heard your fees are very competitive. Can you tell me more
What we like

What we like

Simple to understand and highly effective approach to managing money
They always put the client first no matter what the account size
Local presence with a breadth of senior internationally experienced managers

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