Marco Wealth Management Limited
Karen Marsom is a Director of Marco Wealth Management Limited and is a fully qualified Financial Adviser. With over 27 years’ experience in the Financial Services industry, she attributes her success to putting her clients’ needs at the heart of her approach.
Karen is committed to providing a first class client experience and can provide personalised advice across investments, pensions, estate planning and protection. She has a genuine interest in all of her client’s needs and future aspirations and takes pride in offering a professional and friendly service.
Karen joined Prudential in 2014 as a Financial Adviser with Prudential Financial Planning Limited. After six successful years she decided to set up her own business, Marco Wealth Management Limited. This allows her to continue advising both new and existing clients, as a Member of The Advice Partnership from Prudential.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
Marco Wealth Management 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.