MVA ADVISORY LIMITED
We specialise in highly personalised financial advice for high-net-worth individuals and their families — professional sportspeople, entrepreneurs and investment professionals.
We hold our clients' financial wellbeing and our professional integrity in equal regard, recognising that your Most Valuable Assets are not measured in money: they are your family, your home, your health, and the freedom that financial security provides.
Drawing on specialist expertise, we safeguard your financial future, help you keep wealth in its true perspective, and build the financial independence you'll enjoy for years to come.
Our Values
We are protective of 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. Like any business we operate commercially, but the integrity of our advice is never compromised by how we are remunerated.
These values govern our behaviour, underpin our advice and sustain the long-standing relationships we hold 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
Michael advises MVA’s clients across every aspect of their financial lives — from investment and pension strategy through to protection and long-term planning — with the same discretion and attention to detail on which the firm was built.
A Fellow of the Personal Finance Society, Michael holds the profession’s highest qualification, placing him among a small minority of advisers in the UK to have achieved Chartered and Fellowship status. He built his career advising private clients at a national advice firm, working alongside Jonathan for several years before rejoining him at MVA in 2023.