Journey

Independent Financial Adviser  173 Lower Mortlake Road, Richmond, TW9 2LP
First meeting at adviser's own cost
Working hard to maximise and protect what you earn, save and own - today and into the future - we give independent and valued financial advice in a way that is simple, sound and cost-conscious.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Marco Turrent
Director & Financial Planner

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

This exam accesses understanding of the financial services industry including regulation and legislation.

About us

We are a family owned and run independent financial planning firm offering expert financial advice on pensions, investments, tax and estate planning.

Our services

Investments and Savings: Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

Pensions: Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.

Retirement income (annuities, drawdown): Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

Inheritance Planning: Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Insurance and Protection: Get help to understand the best level of life cover, critical illness cover and income protection for you.

Where to find us
Head office address: 173 Lower Mortlake Road, Richmond, TW9 2LP
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Journey is a trading name of Journey Invest Limited. Registered in England and Wales, Reg. No. 12580064. Registered address: 173 Lower Mortlake Road, Richmond, TW9 2LP.

Journey Invest Limited is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Journey Invest Limited is entered on the FCA Register under reference 926480.

Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022

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