Mole Valley Asset Management

17/12/2021

We hope you enjoy the festive season over the next couple of weeks and we look forward to the opportunities that 2022 will bring to us all.

#2022

01/12/2021

We are very proud to announce that MVAM have been selected as a finalist at the Yorkshire Financial Awards, an award ceremony that celebrates the success of Yorkshire’s innovative financial products and services.

MVAM are nominated as a finalist for the Innovative Product of the Year Award with our T20 Portfolio. We believe this portfolio is the only county portfolio of its kind and only invests in listed companies based in Yorkshire.

To find out more and hear what York Director, Duncan Sanford had to say, visit our website:

https://bit.ly/3d5A7e7

19/11/2021

Last night we held our first post-Covid event at Mansion House with Hunter Gee Holroyd Accountants & Business Advisors.

A huge thank you to Dr Stewart Green for giving an incredible presentation on innovative Yorkshire company, ZOO Digital.

We would also like to give another big thank you to our York businesses, Dancing Goat Coffee and Cocoa Joe's UK for their demonstrations on two fantastic products.

Finally we would like to thank all our guests who attended. It was great to see both familiar and new faces in the audience.

If you missed out on our event but would still like to talk to us about our AIM-IHT portfolio or in please get in touch by emailing [email protected].

If you would like to be invited to our next event, please register for our mailing list here: https://bit.ly/3CuEJER

18/11/2021

opportunities in are being highlighted as part of a free event designed to shed light on Inheritance Tax as featured in The York Press.

The event, at Mansion House in tonight, will cover the latest issues and what solutions may be available:

INVESTMENT opportunities in Yorkshire are being highlighted as part of an event designed to shed light on inheritance tax.

09/11/2021

We are joining forces with Hunter Gee Holroyd Accountants & Business Advisors Holroyd to present an informative free seminar on Inheritance Tax planning solutions and investing directly with a Yorkshire focus, to be held at Mansion House on Thursday 18 November 2021.
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As well as meeting the team and hearing the latest on Inheritance tax issues, there will be opportunity to hear from one of the investments from the Inheritance Tax and portfolio, Stuart Green from Zoo Digital, based in Sheffield. There will also be the chance to meet local Yorkshire companies including Dancing Goat Coffee and Cocoa Joe's UK.
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As places are limited, please register as soon as possible to avoid disappointment.
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Please register via the following link https://bit.ly/3B124gL. Alternatively, please contact [email protected] or [email protected].

08/11/2021

Have you been keeping up with the UN Climate Change Conference, ?

We at created the Make the World Better portfolio with the idea that investing over the long term can help you reach your financial goals, while meeting your ethical and sustainable beliefs . This portfolio does what is says on the tin and only invests in companies that meet one or more of the 17 UN Sustainable Development Goals. Get in touch to find out more or visit our website to see our top 5 holdings.

https://bit.ly/3qizMMP

01/11/2021

Our October newsletter, What happens if we can't catch up? is now available to read on our website.

You can also head over to our website to subscribe to our mailing list and be the first to receive news updates.

Back in February 2020, just as Covid was beginning to be felt across the world, we wrote - only half convincing even ourselves - that it wasn’t the disease itself that would really hurt the financial markets of the world, but the disease’s impact on the ’just in time’ global supply chain. Ou...

27/10/2021

This year we are one of the businesses taking part in the York mysterious and magical half term treasure trail. Find us and our clue just by the Minster!

21/10/2021

We are joining forces with Hunter Gee Holroyd Accountants & Business Advisors to present an informative free seminar on Inheritance Tax planning solutions, to be held at York Mansion House in York on Thursday 18 November 2021.

This event will cover the inheritance tax issues which currently apply and what potential issues and innovative solutions may be available, along with investment opportunities and a chance to meet local suppliers. The seminar will highlight the importance of planning and taking professional advice to ensure current standards of living can be maintained, whilst protecting your assets.

Nick Lawson, B.Sc (Hons) PGDip BA Dip PFS, Investment Adviser and Director of HGH Wealth Management Ltd and Duncan Sanford, Director and Portfolio Manager at community-based investment company Mole Valley Asset Management will be available to answer any questions.

As well as meeting the team and hearing the latest on Inheritance tax issues, there will be opportunity to hear from one of the investments from the Inheritance Tax and Yorkshire portfolio, Stuart Green from Digital, based in Sheffield. There will also be the option of questions and informal discussion following the seminar.

The event starts at 5.00pm, followed by a drinks reception and canapes. As places are limited, please register as soon as possible to avoid disappointment.
Please register via the following link https://bit.ly/3B124gL. Alternatively, please contact [email protected] or [email protected].

15/09/2021

Did you know it is today?

It is never too late or too early to get your plans in place. At MVAM we have professionals experienced in running both small and large pension pots and have the systems and set up to cater specifically for you and your retirement needs.

We offer SSIPs, SSASs and Corporate Pension Schemes.

Follow our haretoise and head over to https://bit.ly/396cm3L to learn more.

08/09/2021

Our team has officially moved into their brand new (to us) office! Our location couldn't be any more central with the York Minster opposite.

Thank you to Harrisons Signs Ltd for installing our new sign this morning.

Find us at 28 High Petergate, York, YO1 7EH.

Pop down for a chat and a Dancing Goat Coffee or book your consultation at www.mvam.com.

28/08/2021

The team at wishes you a lovely August weekend to celebrate the end of .

Our and offices will be closed on Monday 30th August with usual opening hours resuming on Tuesday 31st August.