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
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Last authorised 14th June 2021
Meet our advisers
Director & Financial Planner
Qualifications & Accreditations
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
Member of the Chartered Institute For Securities and Investments
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
CF1 - UK financial services, regulation & ethics (CII)
This exam accesses understanding of the financial services industry including regulation and legislation.
What our clients say
Marco was absolutely fantastic. He explains things in every day language and started with the outcome in mind. Marco asked me where I needed to be in 30 years and we worked backwards from there looking at pension plans, savings and mortgage. He is also a realist, he looks at the whole picture of your life and how your finances can work to support that. Finally Marco helped me with the confusion that can be the UK tax system. Marco is knowledgeable and approachable, I feel like I am in safe hands when we speak about money. I would recommend without hesitation.
Marco has provided clarity as to suitable financial planning, with clear, accurate and objective advice. Marco has helped me to execute on our strategy, including gathering up the pensions collected in different countries over the years. Excellent all-round.
Marco carried out a thorough review of our financial status, current and future needs. He then produced an illustrated report indicating where we are and what future options are available. He presented things in a simple jargon free way. He then set out a range of options for us to consider. His independent status was a positive. His projections were conservative. He assisted us in making a series of changes in our financial plans changing a number of investments including pension funds.
Despite the economic uncertainty that covid has brought the plan is going as expected, if anything a little better. We have reviews to track progress which is reassuring.
I was approaching retirement age and had various pensions from old employers. I wanted to know my pension / retirement options and make things simpler to understand and feel more in control.
Marco looked at all my previous and present pensions and advised how to get the best from my pensions as well as consolidating them so that I didn't have various pensions to keep track off. By consolidating them I benefited financially as well as having more control of how I used them alongside my savings. He also advised on tax efficiency.
I couldn't have asked for a better, personal service and honest advice that I trust completely. I can't recommend Marco and Journey Invest highly enough. They look at what's individually best for each of their clients.
Marco's trusted advice has got my retirement planning on track and helped with my short/medium term financial goals as well. He is extremely knowledgeable and always tailors his advice to my personal situation. I would not hesitate in recommending Marco to any of my friends or colleagues.
Marco has been a great advisor on my personal retirement and wealth management plans. He is personal but equaly very professional.
Marco is great! Knowledgeable, engaging and supportive, and is never pushy. Great to speak to and is certainly a long term partner for helping my family managing our finances.
Marco is an extremely positive and helpful and always willing to go the extra mile which is refreshing to see people like him still exist.
Marco was fantastic at dealing with my hectic lifestyle to offer timely recommendations at convenient times.
Marco’s expert advice and knowledge has been invaluable and I can’t thank him enough for his honesty and attentiveness. The whole process has been conducted professionally along with personal attention, and has made a significantly positive difference to my life.
We are a family owned and run independent financial planning firm offering expert financial advice on pensions, investments, tax and estate planning.
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
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Online (Live chat, video, email)
Face to face
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.