MVA ADVISORY LIMITED
We specialise in providing highly personalised financial advice to a select group of private clients including professional sportspeople, entrepreneurs and investment professionals.
MVA ‘most valuable asset’ is a concept central to our values and culture.
We value your financial welfare and our professional integrity in equal measure; in turn we understand your most valuable assets are your family, your home, your health and the freedom financial security provides.
With experience and expertise, we will safeguard your financial future, help you keep the value of money in perspective and encourage you to enjoy the financial independence we achieve together.
OUR VALUES
We are protective over your finances and emotionally invested in your 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 operate commercially, 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
Jonathan has advised elite professional sportspeople and senior business leaders for approaching 20 years, building a reputation for discretion, sound judgement and long-term strategic thinking.
In 2019, he founded MVA Advisory Limited, a privately owned and independent wealth management firm, established to primarily serve high net worth families who value trusted, highly personalised advice.
As a Chartered Financial Planner and Fellow of the Personal Finance Society, Jonathan sits within the highest tier of qualified financial advisers in the UK.
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.