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Forthview Financial Planning Limited

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Bio

Karen is an experienced Financial Adviser with 22 years in the financial industry and an Advanced Diploma in Financial Planning. 

After eight successful years as a financial adviser with Prudential Financial Planning, Karen was delighted to establish her own financial advice business,  Forthview Financial Planning Limited, as part of M&G Wealth Advice.

Karen has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Karen takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Karen provides sound, personal and expert advice. 

In her spare time, Karen enjoys spending time with family and friends.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

April 2022

I have known Karen for a number of years and she has guided my husband and I through our financial planning journey which has resulted in both of us retiring early.

She has a straightforward manner and takes time to explain products and investment options in a clear and concise way. She is a hard worker and delivers on her promises. I trust Karen implicitly with our financial requirements.

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Karen McLeod

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Forthview Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.