MVA ADVISORY LIMITED
We specialise in providing personalised financial advice to a select group of private clients including professional sportspeople, entrepreneurs and investment professionals.
MVA ‘most valuable asset’ is a concept that runs through the heart of our business.
We value our clients financial welfare and understand they value their family, their home, their health and the freedom financial security provides.
With experience and expertise, we safeguard our clients financial future, keep the value of money in perspective and encourage our clients to enjoy their financial independence.
We engage with clients via personal referrals and enjoy meeting potential new clients who share our values.
OUR VALUES
We are protective over our clients finances and emotionally invested in their financial security. This means we think deeply about our advice, set high standards and assume personal responsibility for the service we provide.
We are passionate about financial planning and believe in absolute transparency when discussing investment costs and adviser charges. Whilst like all businesses we are commercial, the integrity of our advice is never compromised by how we are remunerated.
Such values govern our behaviour, underpin our advice and bind long-standing relationships with clients and professional partners alike.
JONATHAN DOUGLAS FPFS
FOUNDER AND CHARTERED FINANCIAL PLANNER
After graduating with an English degree from Loughborough University in 2005, where he represented the Men’s Football 1st Team, winning the British Universities & Colleges Sport championship, Jonathan embarked on a career in financial services and continued playing football semi-professionally.
Between 2006 and 2011 Jonathan gained valuable experience at two advisory firms specialising in Sports, Media and Entertainment. He then joined a national advice firm in 2011 and successfully advised a diverse range of clients ranging from investment professionals and entrepreneurs, to professional sportspeople, becoming a Partner in 2018.
As a Chartered Financial Planner and Fellow of the Personal Finance Society, Jonathan established MVA in May 2019 with a close group of founding clients. His advanced qualifications put Jonathan in the top tier of qualified advisors in the country.
MICHAEL KENNEDY FPFS
CHARTERED FINANCIAL PLANNER
Upon graduating from Manchester Metropolitan University in 2011 including a year at Universidad de Sevilla with a degree in International Business, Michael joined the same national advice firm as Jonathan at the time. Working his way through the various roles in the business, he set out on his journey to become a Chartered Financial Planner. Having achieved that goal and advised both at retirement and professional clients successfully for a number of years he decided to take on a new challenge by joining forces with Jonathan again at MVA in August 2023.
Michael is proud of his status as a Chartered Financial Planner and Fellow of the Personal Finance Society, qualifications that put him also in a small group of highly qualified advisers across the country.