Investments
If you have some money earmarked for the longer term then it is probably worth considering this area. Not for everything but maybe for a little.
Pensions
Pensions are a fabulous planning tool again with the new freedom rulings and simply cannot (and should not) be ignored at any stage of your life.
Protection
Perhaps you insure your home, car or even mobile phone but do you insure your family’s future against the effects of injury, illness or death?
Mortgage
Every lender has different criteria and it is tricky to know where to turn for the best. We know where to turn and will cut through the red tape.
Equity Release
Fancy spoiling yourself or perhaps you need to pay off some debt? Speak to our in-house specialists.*
*Equity Release will reduce the value of your estate and can affect your eligibility for means-tested benefits.
Investments
If you have some money earmarked for the longer term then it is probably worth considering this area. Not for everything but maybe for a little.
Pensions
Pensions are a fabulous planning tool again with the new freedom rulings and simply cannot (and should not) be ignored at any stage of your life.
Protections
Perhaps you insure your home, car or even mobile phone but do you insure your family’s future against the effects of injury, illness or death?
Mortgage
Every lender has different criteria and it is tricky to know where to turn for the best. We know where to turn and will cut through the red tape.
Welcome to Marble Financial Planning
We are a local, family run financial advisory company covering the whole of Kent, from our office in Whitstable. We base our advice on an easy to understand approach, in which we explain everything, including costs to you in full with absolutely no pressure at all. We simply want to improve your situation.
OUR TEAM
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. For further contact details please see our “Contact Us” page
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
Having grown from a husband & wife team, we now have four advisers and three support staff. Despite this growth, we still maintain a friendly, family and personal approach to the business and our clients.
We are absolutely delighted with your service. It is really refreshing to work with a Financial Adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed us was the way you took the time to get a feeling for our financial position, your depth of knowledge, lateral thinking and your common sense approach. Michel & Denise Hutchinson, Iwade, Sittingbourne