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.
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INTUITIVE SUPPORT
CLIENT SUPPORT
We partner with Intuitive Support to provide us with a professional administrative support service; each member of the Intuitive Team have substantial industry experience, along with a solid understanding of financial products, compliance and regulation. This partnership enables our advisers, Jonathan and Michael, to focus on spending quality time with clients.
THE TIMEBANK
PARAPLANNING
We are supported by The Timebank to provide us with technical support including product research, data collection and in depth analysis. With over 400 years' experience across the team, and some of the most highly qualified people in the profession, The Timebank are a trusted partner and enable us to deliver both personalised and detailed financial planning reports to our clients.
SENSE NETWORK
REGULATION
We are an appointed representative of the award-winning Sense Network which is authorised and regulated by the FCA. Sense provide compliance and business support and are a modern, forward thinking network who are selective with which firms they engage with. For context, joining a network is a recognised route to authorisation for financial advice companies and the infrastructure and support they provide is invaluable.
For more information please visit: Sense Network