We believe we're in the human nature business and our product is financial wellness


Maven Adviser was founded by Andy Hart. Andy has a passion for simplifying the complex, and loves nothing more than helping families make the right financial and life decisions.

Having spent his entire career in financial services advising clients, in 2017 Andy made the decision to set up his own leading financial advice business to continue sharing wisdom with the families that he serves.

Maven Adviser will only ever share the unvarnished truth. We believe that the best advice is achieved through a completely focused approach. This means that we immerse ourselves in the lives of our clients to create a plan that will help them live a life free from financial worry. This also means that we'll be there to help them through life's ups and downs. 

 

We'll provide you with a lifetime Financial Master Plan that lists everything you wish to achieve. We'll be there with you during the inevitable market extremes - both periods of unsustained euphoria and exaggerated armageddon. We'll prevent you from doing anything that is financially self destructive. If we can ensure you don't make life-changing errors during these periods, our value is exponential. Employing a caring adviser is like taking out 'big mistake insurance'.

What we'll do

- Help remove the anxiety you feel about being financially disorganised.

- Get to know your hopes and fears.

- Be a caring, considerate sounding board for all your major (or minor) life decisions. 

- Provide clarity about the confusing world of wealth creation.

- Help you avoid the 'big mistakes'.

- Provide optimism during periods of major pessimism.

- Manage your money in the same way we manage our own. 

What we can't do

- Predict the direction of the economy or the stock market.

- Pick hot sectors/hot funds/hot managers in advance. No one can.

- Provide high returns with low volatility (impossible).

- Sell into a temporary declining market.

- Allow you to do anything we wouldn't do ourselves. 

- Manage your investment portfolio without a clear financial plan.

- Pick the correct time to invest - we believe in 'time in' the market and not 'timing' the market.
The best time to invest was 30 years ago, the second best time is today.

- Have an opinion on things that are outside of our control or are unimportant - the bulk of what most commentators focus on.

- Manage half your investment account and the rest be managed elsewhere. An army general would never manage half an army.

Andy Hart
Founder
Chief Maven

Passionate, driven, spontaneous

Caroline Hart
Founder
Creative Director

caring, creative, DELICATE

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Julie Gilbert

Executive Assistant 

Loyal, optimistic, energetic  


Abraham Okusanya
Investment Director

ANIMATED, focused, ANALYTICAl

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Nikki
Operations Director

organised, thoughtful, detailed

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Nathan Fryer
Technical Specialist

DILIGENT, creative, EMPATHETIC


 
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Maven
Founder
Happiness Hound

Mischievous, Excitable, Adorable