Expert Financial Planning for a Secure Future
Our Story
At Marble Financial Planning, we're a local, family-run financial advisory company based in Whitstable, covering the whole of Kent. We pride ourselves on our approachable, ethical, and local approach to financial planning. Our team of experienced financial advisors are dedicated to providing personalized financial planning services to individuals, families, and businesses in Herne Bay, Whitstable, and throughout the UK.
Our Services
We offer a comprehensive range of financial planning services, including investments, pensions, protection, mortgages, and equity release. Our experienced financial advisors will work with you to understand your financial goals and objectives, and provide tailored advice and guidance to help you achieve them.
Our investment services are designed to help you grow your wealth over the long term. We'll work with you to understand your investment goals, risk tolerance, and time horizon, and develop a personalized investment strategy that's right for you.
Our pension services are designed to help you plan for a secure and comfortable retirement. We'll work with you to understand your retirement goals, and provide expert advice on how to maximize your pension benefits.
Our protection services are designed to help you protect your family's future against the impact of illness, injury, or death. We'll work with you to understand your protection needs, and provide expert advice on how to ensure your loved ones are protected.
Our mortgage services are designed to help you find the right mortgage for your needs. We'll work with you to understand your mortgage goals, and provide expert advice on how to navigate the complex mortgage market.
Our equity release services are designed to help you unlock the value in your home. We'll work with you to understand your equity release needs, and provide expert advice on how to use this funding option to achieve your goals.
Our Values
At Marble Financial Planning, we're committed to putting our clients' interests first. We believe in delivering fair and transparent services, and we'll always explain everything to you in full, with no pressure or jargon. We're local, family-run, and ethical, and we're dedicated to helping you achieve your financial goals.
Testimonials
Don't just take our word for it! Our clients have said some wonderful things about our services. Here's what a few of them have said:
- "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." - Michel & Denise Hutchinson, Iwade, Sittingbourne
- "Ryan explained everything to me so I would understand and did all the work for me, superb! My mortgage is coming up for renewal so will definitely be using him for this too!" - Brad Webber
- "Navigating the mortgage market can normally be treacherous and stressful, and especially so with such a dynamic and uncertain economy. Robert Gardner guided us, and continues to guide us, to find and secure the very best options available to us." - Jordan Webb
Mortgage Brokers: Outstanding Service and Expertise
Reliable and Responsive Advisors
The reviewers praised the mortgage brokers for their reliability, responsiveness, and diligence in providing expert advice. Ryan Davies, Robert Gardner, and Kerry from Marble Financial Planning were mentioned specifically for their exceptional service.
Excellent Communication and Patience
The advisors were commended for their excellent communication skills, patience, and ability to explain complex information in a clear and concise manner. They took the time to answer numerous questions and provided reassurance throughout the process.
Proactive and Solution-Focused
The brokers were proactive in finding solutions to complex problems, often going above and beyond to ensure a successful outcome. Robert Gardner, in particular, was praised for his efforts in resolving issues that arose during the property purchase process.
Knowledgeable and Trustworthy
The reviewers trusted their advisors implicitly, citing their extensive knowledge and expertise in the field. They felt confident in the advice given and appreciated the brokers' transparency and honesty throughout the process.
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