0203 551 0160
Based in Richmond
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2021
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Marco and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 April 2025
Marco and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Marco has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marco has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Marco has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Marco has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Marco has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Marco has provided information on their typical fees
Marco has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marco (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Marco
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marco (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Marco and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 April 2025
Marco and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Marco has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marco has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Marco has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Marco has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Marco has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Marco has provided information on their typical fees
Marco has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marco (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Marco
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marco (based on 6 first impressions)
I have over 20 years’ experience of working in financial services advising investors - from individuals to family offices and institutional asset owners - and a deep understanding of global financial markets having worked in New York, Mexico City and London. My clients range from successful young professionals starting out on their financial planning journey to those five to ten years from retirement. I provide them with detailed financial planning advice in areas such as tax management; pensions; retirement income planning; inter-generational tax and estate planning. It is a wonderful privilege and responsibility to engage on such personal matters and to see the very immediate benefits that sound financial advice affords. When not working, my time revolves around my young family - usually rocking out with my three daughters but also, on occasion, succeeding in stealing a moment of peace with a strong espresso, The Economist, or other good read. Awarded Top Rated Adviser 2023 by VouchedFor.
Offers available through VouchedFor
Contact Marco through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Marco's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
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 (www.fca.org.uk/register) under reference 926480.