OUR SERVICES
Our team is set-up to offer advice in a wide range of areas with several specialisms within the practice to ensure our knowledge is always right up to date.
Fed up with rock bottom interest rates? Looking for a new home for some of your savings which has potential for growth? We have over 25 years’ experience in helping people to invest and have access to products and funds to suit everybody, regardless of their needs and attitude to risk. With no charge to find out more and certainly no pressure, why not get in touch, even if only to allow you to make an informed decision that best suits yourself as you move forward? The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Here at Marble FP we love pensions but then we would say that wouldn’t we but with tight regulation, excellent tax advantages and the new pension freedom rules, they are a compelling choice for anybody looking for tax efficient savings, whether from a business or individual and at just about any age. The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
We’ve been in this industry long enough to see the difference between those who fall ill or pass away with no protection in place and those who take the time and spend the money to protect themselves and their loved ones. We appreciate that people can be concerned about the cost of such things but having at least some cover in place is better than none at all, take it from us. We urge you to protect your loved ones, whoever you may choose to help you.
They are not as hard to get as people would have you believe, it’s just a matter of knowing where to turn. As whole of market mortgage advisers, we are aware of which lender suits which client, which one will allow you to borrow what you need etc. and perhaps even more importantly we will hold your hand through the entire process to ensure that you avoid the many pitfalls of the house buying process. We get a real buzz from making a difference in people’s lives and take some of the worry out of a very stressful process. Your home may be repossessed if you do not keep up repayments on your mortgage.
Here at Marble Financial Planning we take great pleasure in helping you to release money in order to achieve your goals. Maybe you have outstanding debt to clear, perhaps you wish to help family or even just to spoil yourselves after years or working hard. Whatever it is, we love to help. We are a local, family run firm and our main objective is to simplify financial advice, ensuring that it is available to all. All of our advice is given face to face either at our office, your home or anywhere else of your choosing to ensure that every aspect of the advice is explained and understood so that you can come to the right decision, for you. Please note: Equity Release will reduce the value of your estate and can affect your eligibility for means-tested benefits.
CONTACT US
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice.
ABOUT US
We base our advice on an easy to understand approach, in which we explain everything to you in full with absolutely no pressure at all. We simply want to improve your situation.
Ethical
We will always put your interests first and will apply no pressure whatsoever. We work on the basis of 'if it’s right for the client, it is right for the business'.
Local
We are a company full of people who have grown up in the area, live in the area and enjoy helping people who live and work in the community around us.
Value
We believe in delivering advice and service based on the time taken and complexity involved, not a fixed fee set by a large corporate. Fairness comes as standard.
Family Run
We are a business that has grown from a Husband & Wife team to now include a Sister, Best Friend and a client too.