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?
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?
Services
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.
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.
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.
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.
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.
Reviews (10)
James
Sep 30, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Amazing people are Kerry, Liam and the team. Before, during and even after sales advice that mean we would go nowhere else when remortgaging. We wouldn’t have our house without them as they found a mortgage all other brokers couldn’t seem to make work. Eternally grateful!
Amazing people are Kerry, Liam and the team. Before, during and even after sales advice that mean we would go nowhere else when remortgaging. We wouldn’t have our house without them as they found a mortgage all other brokers couldn’t seem to make work. Eternally grateful!
Caroline Carpenter
Sep 28, 2021
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Kerry was recommended to us by friends and we're so glad we went with her! As first time buyers, we didn't know what to expect from the process, but Kerry was always on hand to answer any questions we had and was really helpful throughout all stages of our journey. We'd definitely use Kerry's service again and can't recommend her highly enough!
Neil Cooper
Sep 13, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Kerry provided an excellent service throughout the process. She was always on hand to provide advice and support when we needed it, and definitely went above and beyond when we encountered some last-minute challenges in our purchase. Cannot recommend highly enough!
Kerry provided an excellent service throughout the process. She was always on hand to provide advice and support when we needed it, and definitely went above and beyond when we encountered some last-minute challenges in our purchase. Cannot recommend highly enough!
Luke T. Simmons
Aug 25, 2021
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Our first experience with Kerry and Marble FP in 2017 was so rewarding and pleasing that obviously we were going to request her services again when we madly attempted to move during the pandemic/stamp duty holiday. Out of a number of service providers, solicitors, buyers and others only Kerry and our estate agent actually ever maintained a high standard of delivery and expertise. Without Kerry our move wouldn't have happened and her knowledge and professionalism knows no bounds. Thank you!
Simon Carroll
May 21, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Absolutely faultless from start to finish. Very helpful, knowledgeable, honest, professional and knew exactly where to go to get the best deal. Kerry was fantastic and kept us up to speed the whole way through the process. I would recommend marble to anyone and will be back in two years when it’s time to remortgage.
Absolutely faultless from start to finish. Very helpful, knowledgeable, honest, professional and knew exactly where to go to get the best deal. Kerry was fantastic and kept us up to speed the whole way through the process. I would recommend marble to anyone and will be back in two years when it’s time to remortgage.
Ryan Davies
May 05, 2021
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Kerry took my call and within 10 minutes was able to tell me if there was a provider that could both save me money and meet my priorities.
My employer pays my salary in two chunks each month which had previously caused problems, but Kerry was so on the front foot I was able to have everything prepared.
She was polite, knowledgable, reliable and quick. We had our valuation and offer in about a week where in the past it’s been back and forth with more questions.
Some mortgage brokers, especially those within an estate agents give the profession a very poor name, so it’s important to recognise
My employer pays my salary in two chunks each month which had previously caused problems, but Kerry was so on the front foot I was able to have everything prepared.
She was polite, knowledgable, reliable and quick. We had our valuation and offer in about a week where in the past it’s been back and forth with more questions.
Some mortgage brokers, especially those within an estate agents give the profession a very poor name, so it’s important to recognise
Miles Parry
Apr 24, 2021
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Dream come true!! I wasn’t even looking to buy a house, let alone look for a mortgage, as I had never had one before. But, came across my dream home, got introduced to Kerry and it was effortless. From first viewing, to moving in, all within 8 weeks. Mortgage was covered from start to finish in less than a few days!!!! Highly recommend without any hesitation
Paul Reynolds
Apr 19, 2021
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I don't often review companies but after the brilliant service we have received from Robert Gardner at Marble Financial Planning it is the very least we can do and hopefully it will help someone else also looking for advise.
Very professional and efficient. The whole process was without any pressure making it very easy and clear for us with all of our options. Thanks again for you help Rob and all the very best from the both of us.
Very professional and efficient. The whole process was without any pressure making it very easy and clear for us with all of our options. Thanks again for you help Rob and all the very best from the both of us.
Mark Read
Jan 20, 2021
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Brilliant service from start to finish, my mortgage company could not offer me a remortgage for home improvements. One call to Kerry and I had an offer in principle within 48 hours along with great advise on finance to consolidate to allow the remortgage. Everything ran smoothly throughout the entire process and Kerry was very good at responding to any questions I had. She also help with sorting our new life insurance policies.
Five star and have already recommended to friends and family.
Five star and have already recommended to friends and family.
Adam Bird
Jan 17, 2021
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