Marble Financial Planning Ltd: FCA regulated?

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Appointed for 5 years
Protected through the principal
No FCA actions
Active company since 2013
Accounts filed up to 31 July 2025

Responsible principal firm

Rosemount Financial Solutions (IFA) Limited Reference number: 535515 Authorised View firm →

What does this mean?

An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
Marble Financial Planning Ltd (FRN 938798) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Marble Financial Planning's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Marble Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

No website on the FCA register
Phone number

01227 276500
Address

First Floor, Unit 4, Markerstudy Business Park, Whitstable, Kent, CT5 3FD, United Kingdom

In the full report: 2 background checks

What kind of line 01227 276500 is
Who else gives the postcode CT5 3FD

Other names (5)

If you were contacted under any of these names, it is this firm.

Paladin Advice Trading name: A name it trades under now.
Paladin Mortgages Trading name: A name it trades under now.
Paladin Professionals Trading name: A name it trades under now.
Rosemount Partners Equity Release Trading name: A name it trades under now.
Paladin Financial Consultancy Former trading name: A name it used to trade under.

FCA permissions and consumer protection

Protection through the principal firm
Protection works through Rosemount Financial Solutions (IFA) Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number: 08624344 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 25 July 2013 (13 years old)
Registered office: First Floor, Unit 4, Markerstudy Business Park, Whitstable, Kent, CT5 3FD, England
Nature of business: Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Liam Nash	Director	Apr 1976	25 Jul 2013	None
Kerry Nash	Director	Apr 1979	10 Sep 2015	2 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies: 2
closed down: 1
is FCA-registered: 1

In the full report: all 2 companies, named

What each company does, and whether it is still trading
Which of these 2 directors sit on each board, and since when
Any that went into liquidation or administration
The one on the FCA register

Filed accounts and finances

Year to 31 July 2025Small company accountsNot audited

Net assets

£6,340

−81% from £33.5k

Cash at bank

£30.0k

−2.2% from £30.7k

Employees (average)

5

−17% from 6

Owed within a year

£55.8k

+24% from £44.8k

Assets and liabilities

In the full report: all 7 years of accounts

Every year from 2019 to 2025
The chart, over every year
Every filed figure, year by year

About these figures

Turnover: Money taken from sales in the year, before any costs.
Profit before tax: What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity: Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities: Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank: Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year: Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 08624344. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Marble Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (4) All events (12)

2020

18 November 2020

Became an appointed representative

FCA register

2016

6 April 2016

Kerry Nash became a part-owner (25–50% of shares)
Liam John Nash became a part-owner (25–50% of shares)

Companies House

2013

25 July 2013

Incorporated at Companies House

Companies House

In the full report: all 12 events

All 12 events in its history (4 shown here)
Every director appointment and resignation: 2

Firms connected to Marble Financial Planning

Other FCA-listed firms that share a director, phone number or address with Marble Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firm: 1
share a director: 1

In the full report: the connected firm, named

How it is linked: shared directors (1)
Who links it to this firm: the named directors, with dates

Firms like Marble Financial Planning

Other firms of the same type (financial adviser), nearest first.

In the Canterbury (CT) postcode area

Aggi Christou Mortgages LtdMargateAppointed representative Alan O'FarrellFolkestoneAppointed representative Archgate Wealth LtdCanterburyAppointed representative Austin Lakin Clark LtdMargateAppointed representative Bainbridge Financial Planning LimitedCanterburyAppointed representative Barry VickersMargateAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Marble Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

2 other companies its directors have run, named
2 background checks on its contact details
7 years of accounts, charted
All 12 events in its history
1 connected firm, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Marble Financial Planning Ltd FCA authorised?

Marble Financial Planning Ltd (FRN 938798) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.

What does appointed representative mean for Marble Financial Planning?

An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Marble Financial Planning Ltd (FRN 938798) is an AR of Rosemount Financial Solutions (IFA) Limited (FRN 535515). When you use Marble Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Marble Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

What is Marble Financial Planning’s phone number?

The FCA register lists the phone number 01227 276500 for Marble Financial Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Marble Financial Planning a scam or clone?

Marble Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Marble Financial Planning?

Protection works through Rosemount Financial Solutions (IFA) Limited, the principal firm responsible for Marble Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Marble Financial Planning?

Companies House lists 2 people with significant control of Marble Financial Planning: Mr Liam John Nash (25–50% of shares) and Mrs Kerry Nash (25–50% of shares).

Who runs Marble Financial Planning?

Companies House lists 2 directors of Marble Financial Planning: Liam Nash and Kerry Nash.

How long has Marble Financial Planning been in business?

The company was formed on 25 July 2013.

What do Marble Financial Planning’s latest accounts show?

Its latest accounts, to 31 July 2025, show net assets of £6,340 (−81% from £33.5k) and cash at bank of £30.0k (−2.2% from £30.7k).

Does Marble Financial Planning use any other names?

It trades as Paladin Advice, Paladin Mortgages, Paladin Professionals and Rosemount Partners Equity Release. It has previously used the name Paladin Financial Consultancy.