Meet the Team

Whether you need help with your mortgage or other aspects of your financial planning, our team can help. View a brief portfolio of each of our team members below, along with details on areas where they could help you.


Ryan joined Marble Financial Planning in August 2022 and has amassed over 10 years of experience in the financial services industry, beginning his career as a Customer Service Agent for NatWest, working his way up to become a diploma qualified Independent Financial Adviser.

Having worked as a Paraplanner for both independent and tied advisors over the last 5 years, he has gained significant knowledge and experience in the industry, obtaining qualifications in all areas of financial planning.

Outside of work, Ryan enjoys spending time with his wife, walking his two cocker spaniels, riding his motorcycle as well as having a particular interest in field sports such as shooting and fishing.

Tel. 01227 276500  |  Email.


Liam joined the industry in 2000, working as an adviser since 2002 having begun his career as an IFA with Barclays.

He left the world of employment in 2009 and moved to a large Wealth Manager which soon made him realise that he needed to do things on his own terms with ethics at the heart of his approach. This was when Marble FP was born.

Liam is qualified in all areas of Financial Planning, including Pension and retirement planning (R04), Personal taxation (R03), Investment principles and risk (R02), Regulation & Ethics (R01), Equity release (ER1), Long term care planning (CF8) and Mortgages (CF6). He is also a Dementia Friend.

On a personal level, his priority is his two children but when time does allow, architecture, travel, sport and the gym rank amongst his hobbies.

Tel. 01227 276500  |  Mobile. 07826 959670  |  Email.


Kerry has worked in the financial services industry for over 25 years. Her career began with the Halifax and she continued to work there until Marble Financial Planning grew and became a successful business and in turn needed more support.

Kerry works as a Mortgage and Protection Adviser, having previously worked as a Mortgage Adviser, Financial Adviser and a Regional Risk Manager within the Lloyds Banking Group before joining Marble FP, attaining an enormous amount of knowledge within the financial services sector while coupling that with a 'doing what is right for the client' attitude. Kerry is diploma qualified in financial advice and also holds CeMap 1,2 & 3 for mortgages, alongside Cefa 1,2,3 & 4 for financial advice, enabling her to work as an extremely knowledgable and qualified business manager within the practice. Kerry enjoys spending quality time with her family and is also part of a 'Back to Netball' team which is one of her favourite sports.

Tel. 01227 276500  |  Email.


Robert joined Marble Financial Planning from a nationwide Estate Agency group and comes from a background of Mortgage and Protection consultancy.

As a lifelong friend of Liam, Robert shares in the ethical vision for the company and prides himself on having an approachable manner and offering clear, concise and easy to understand Mortgage and Protection solutions. Outside of work he enjoys spending as much time as possible with his young family and dog, Amber.

Tel. 01227 276500  |  Email.


James joined Marble Financial Planning from a local Estate Agency and comes from a background of Mortgage, Equity Release and Protection advice.

James is passionate about providing excellent customer service and takes great pride in delivering the most suitable outcome for his clients for all areas of the business. His previous employers include the BBC and Houses of Parliament whilst outside of work he enjoys spending time with his wife, family and grandchildren and is a huge Radiohead fan, but don’t hold that against him!

Tel. 01227 276500  |  Email.


Alan is one of our newest team members and has over 20 years’ experience in customer service roles where the customers’ needs come first. Having gained his qualifications in CeMAP & Equity Release, Alan is qualified and experienced in residential mortgages, buy to lets and Equity Release products, whilst also offering advice on Life Insurance, Critical Illness and Income Protection policies.

Whilst not working Alan loves to spend time with his wife and two daughters trying to get them to play any type of sports! A huge Marvel fan, Alan is always on the lookout for the next release and is first in line to catch it at the cinema. Having recently given up on his football team (Spurs, can you blame him?) he has found a new love in American football and his team is the Tampa Bay Buccaneers. Not just a glory seeker as they are the current Super Bowl Champions but Alan and his wife Becky got married in Tampa a few years ago.


Tel. 01227 276500  |  Email.


Pippa has worked in the financial services industry for over 25 years. She started her career at the Halifax and then went on to work as a Mortgage Broker, in a nationwide Estate Agency group for 16 years, where she won many awards.

Pippa prides herself on excellent customer service and doing what is right for the customer. She is well known for her experience with guiding her clients through all types of situations, whilst also helping to protect them and their mortgages.

When she is not working, she enjoys spending time with her family, walking her dog and swimming.

Tel. 01227 276500  |  Email.


Siobhan worked as a Civil Servant for 27 years before joining Marble FP in April 2015 as a Personal Assistant to both Kerry and Liam.

As Liam’s sister, Siobhan has bought into the vision for the company and her administrative experience has proved invaluable in keeping the office running smoothly to ensure clients are kept aware of progress and receive excellent customer service. Siobhan is the lady if you need General Insurance for buildings & contents.

Siobhan has 3 children, 2 of which are grown up giving her more free time and money to spend on shoes and boots!

Tel. 01227 276500  |  Email.


Georgia joined Marble Financial Planning in April of 2018, and works as a Mortgage Administrator.

In her role, Georgia works closely with Kerry, ensuring the administrative side of every mortgage is kept up to date and organised.

Outside of work, Georgia is currently in the process of getting her degree, and also enjoys spending time with family and friends.

Tel. 01227 276500  |  Email.


Ruby is our four legged, brown furry friend. She has been with us for just over 2 years, since December 2019. She can often be found wherever anyone has food or asleep on the sofa. Her main role is to keep up office morale, and make sure everyone always has a smile on their face.