Improving your financial situation, with a personal touch
A Local Team, Tailored Solutions
Marble Financial Planning is a family-run financial advisory company based in Whitstable, Kent. We proudly serve individuals and families across the entirety of Kent, offering bespoke financial planning and guidance tailored to each client's unique needs and aspirations.
Our Mission
Our mission is to empower our clients to achieve financial clarity and security through personalized guidance and straightforward communication. We believe in an easy-to-understand approach, where we clearly explain every step of the process and work collaboratively with you to create a tailored plan that aligns perfectly with your goals.
Our Expertise
We offer a comprehensive range of services covering various aspects of financial planning, including:
**Pensions & Retirement Planning
- Comprehensive analysis and review of your existing pension arrangements
- Guidance on maximizing your State Pension and private pension savings
- Retirement planning tailored to your individual goals and aspirations
**Mortgage & Protection Planning
- Independent mortgage advice from experienced specialists
- Holistic approach to assessing your financial situation and determining your mortgage affordability
- Comprehensive insurance planning to protect your family and home from unforeseen circumstances
**Investing & Wealth Management
- Tailored investment plans based on your individual goals and risk tolerance
- Guidance on creating a diversified portfolio and maximizing returns
- Regular review and rebalancing of your investments to ensure alignment with your evolving needs
**A Commitment to Transparency and Ethics
At Marble Financial Planning, we uphold the highest ethical standards. We are committed to:
- Putting your interests first
- Transparent and clear communication
- Providing unbiased and independent advice
- Competitive and affordable fees based on value delivered
Our Values
Our values underpin every aspect of our business:
- Accessibility: We are a local team, always available and approachable.
- Integrity: We act with honesty and transparency in all our dealings.
- Expertise: We constantly update our knowledge and skills to deliver the best possible advice.
- Client-Centricity: Your success is our success.
Get Started Today
If you're seeking reliable financial guidance from a trusted and experienced team, contact Marble Financial Planning today to schedule a complimentary consultation.
Excellent Reviews for Financial Advisors
The reviews provided highlight the exceptional service and expertise of several financial advisors, including Ryan Davies, Robert Gardner, and Kerry from Marble Finance. Many of the reviewers praised their advisors for being reliable, responsive, and patient, making them feel confident and at ease throughout the process.
Advice and Guidance
Several reviewers praised their advisors for providing expert advice and guidance on pension investments, health insurance, and mortgage deals. They appreciated the advisors' ability to explain complex information in a clear and concise manner, putting them at ease and helping them make informed decisions.
Stress-Free Experience
Many reviewers noted that their advisors helped to reduce stress and anxiety during what could have been a daunting process. Robert Gardner, in particular, was praised for his empathy and ability to navigate complex situations, ensuring a smooth and successful outcome.
Personal Touch
Several reviewers praised their advisors for being personable and approachable, making them feel valued and supported throughout the process. Kerry from Marble Finance was particularly noted for her commitment to customer care, going above and beyond to ensure her clients' needs were met.
Recommendations
The reviews are unanimous in their recommendation of these financial advisors. They all emphasized the importance of working with experts who are knowledgeable, reliable, and willing to go the extra mile to ensure a successful outcome.
