Discover how equity release works and how it may help you

Marble Financial Planning was born in July 2013 after we became disillusioned with the ethics and conduct of the large corporates, our vision being to change the face of financial services and remove many of the unnecessary barriers that cause people concern when seeking advice that could have a positive impact on both themselves and their families now and in the future.

We are a local, family run firm who look to simplify financial advice, ensuring that it is available to all. Conversations go at your pace to ensure that every aspect of the advice is explained and understood so that you can come to the right decision, for you.

Hi, I’m Kerry. Do you have any questions about equity release?

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We take great pleasure in helping you to release money in order to make your life better, maybe you have outstanding debt to clear, perhaps you wish to help family or even just to spoil yourselves after years of working hard. Whatever it is, we love to help.

All initial discussions and research are at our own cost to ensure that you can explore the possibility of equity release without any concerns. If it turns out not to be for you then you will have lost nothing but a small amount of your time.

We welcome family involvement, second, third or even fourth opinions should you wish, as any financial decision taken, large or small has to be right and all aspects have to be taken into consideration.

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A Lifetime Mortgage will impact the value of your estate and could affect your entitlement to means-tested benefits. Think carefully before securing other debts against your home. To understand the features and risks ask your adviser for a personalised illustration.

Marble Financial Planning Ltd is registered in England and Wales, number 08624344. Registered Address: First Floor, Unit4 Markerstudy Business Park, Whitstable CT5 3FD

Marble Financial Planning Ltd is an Appointed Representative of Rosemount Financial Solutions (IFA) Ltd which is authorised and regulated by the Financial Conduct Authority. Entered on the FCA Register (https://register.fca.org.uk/) under reference 535515. Marble Financial Planning Ltd is registered as a Company in England & Wales No. 08624344. Registered Address: First Floor, Unit 4 Markerstudy Business Park, Whitstable, Kent CT5 3FD

The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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