The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. 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 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. 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? 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 people are very important to us, as is making certain we provide you with the best possible professional financial advice.
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. 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? 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 people are very important to us, as is making certain we provide you with the best possible professional financial advice.
Services
About Us
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As a local, family run firm we feel very strongly about doing the right thing by our clients and, in fact, all of those around us.
Whilst we are not a large corporate, we are always looking for ways to do our bit to help worthy causes, in particular those involving children and or those in need in our surrounding areas.
Further to this, we always put our clients' needs first as not only is this the right thing to do, we feel that it helps to grow our business on a firm foundation of happy clients who will hopefully return to us in the future.
Whilst we are not a large corporate, we are always looking for ways to do our bit to help worthy causes, in particular those involving children and or those in need in our surrounding areas.
Further to this, we always put our clients' needs first as not only is this the right thing to do, we feel that it helps to grow our business on a firm foundation of happy clients who will hopefully return to us in the future.
Meet The Team
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Kerry has worked in the financial services industry for over 15 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.
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.
Our Services
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We constantly strive to exceed our customer expectations and it is paramount to us that Marble Financial Planning upholds the highest levels of customer service in all of our dealings with you.
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.
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.
Equity Release
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Our Equity Release Products could help give youthe freedom to really enjoy your retirement.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
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 of working hard.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
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 of working hard.
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