Business Details
12 Years
experience
Expert Financial Advisers in Whitstable
Marble Financial Planning is a local, family-run financial advisory firm established in 2014, dedicated to providing ethical and transparent financial solutions. With a team of experienced professionals, we specialise in financial planning, mortgages, pensions, investments, equity release, and protection services. Our approach prioritises client needs, offering tailored advice without pressure, ensuring clarity and understanding at every stage.Based in Whitstable, Kent, we serve clients across the UK, combining local knowledge with industry expertise. Our commitment to fairness and value-driven service sets us apart from corporate financial institutions, fostering long-term relationships built on trust and client satisfaction.
Services
Financial Planning
Mortgage Advice
Pension Planning
Investment Management
Equity Release
Protection Services
Details
- Year established: 2014
Highlights and features
- We are authorised and regulated by the Financial Conduct Authority.
- Our team has over 25 years of combined experience in financial services.
- We offer whole-of-market mortgage advice tailored to individual needs.
- Our family-run approach ensures personalised, pressure-free financial guidance.
- We provide free initial consultations with no obligation whatsoever.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Excellent service
Knowledgeable
Professional
Stress-free process
Highly recommend
Services
Financial Planning
Our financial planning services help clients navigate long-term financial goals through tailored strategies. We assess individual circumstances to create comprehensive plans covering investments, pensions, and risk management. With a focus on transparency and education, we empower clients to make informed decisions for their financial future.
Mortgage Advice
We offer independent mortgage advice across Whitstable, Herne Bay, and the UK. Our whole-of-market approach identifies suitable lenders while explaining all options clearly. From first-time purchases to remortgaging, we simplify the process with expert guidance and ongoing support.
Pension Planning
Our pension planning services maximise retirement savings through tax-efficient strategies. We explain pension freedoms and help clients consolidate existing arrangements. With regulated advice, we ensure clients understand risks and opportunities to build sustainable retirement income.
Equity Release
We provide specialist equity release advice for clients seeking to access property wealth. Our in-house experts explain lifetime mortgages and home reversion plans, considering estate planning and benefit implications to ensure suitable solutions for individual needs.
Investment Management
Our investment management services cater to clients seeking long-term capital growth. With access to diverse funds and products, we create risk-appropriate portfolios aligned with financial goals. Regular reviews ensure investments remain optimised for changing market conditions and client circumstances.
People
Liam Nash
Independent Financial Adviser
Co-founder with over 20 years' experience in financial services. Holds multiple qualifications including Pension & Retirement Planning (R04) and Equity Release (ER1). Prioritises ethical advice and client education.
Kerry Nash
Mortgage & Protection Adviser
Over 25 years' experience in financial services, holding CeMap and Cefa qualifications. Specialises in mortgage solutions and protection policies, known for exceptional client support and accessibility.
Ryan Davies
Independent Financial Adviser
Qualified financial adviser with 10+ years' industry experience. Specialises in comprehensive financial planning, holding qualifications across all key areas. Focuses on clear communication and client-centric solutions.
Robert Gardner
Mortgage & Protection Consultant
Mortgage expert with extensive industry knowledge, offering tailored solutions and protection advice. Combines technical expertise with approachable service to meet clients' property and financial protection needs.
Pippa Weigh
Mortgage & Protection Adviser
Award-winning mortgage professional with 25+ years' experience. Specialises in complex mortgage scenarios, providing expert guidance while maintaining a strong focus on client protection requirements.
Questions
What financial services do you offer in Whitstable?
We provide mortgage advice, pension planning, investment management, equity release, and protection services tailored to individual needs across Whitstable and the UK.
How does your financial planning process work?
We begin with a free consultation to understand your goals, then create customised plans considering your risk profile and financial circumstances, with ongoing support and reviews.
Are your mortgage advisers qualified?
Yes, our team holds industry-recognised qualifications including CeMap and has decades of combined experience in mortgage and protection advice.
Can you help with first-time buyer mortgages?
Yes, we specialise in guiding first-time buyers through the mortgage process, explaining options clearly and finding suitable lending solutions.
What makes you different from other financial advisers?
We combine local expertise with ethical, client-focused service, offering transparent advice without pressure, tailored to individual circumstances rather than corporate fees.
Do you offer free financial consultations?
Yes, we provide free initial consultations with no obligation, allowing you to explore options before committing to any financial advice.
