Marble Financial Planning Ltd

Reference number: 938798

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Appointed representative

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

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.

Identity

Check their details

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

  • Verified phone number

    01227 276500

  • Verified address

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

Also trades as 4 other names
  • Paladin Advice
  • Paladin Mortgages
  • Paladin Professionals
  • Rosemount Partners Equity Release

Company details

From the company's Companies House record.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
08624344
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)

Current directors and secretaries

Name Role Born Appointed
Liam Nash Director Apr 1976 25 Jul 2013
Kerry Nash Director Apr 1979 10 Sep 2015

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Paladin Financial Consultancy

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Common questions

Frequently asked questions

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.
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.
Is Marble Financial Planning a scam or clone?
Marble Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Marble Financial Planning's Firm Reference Number (FRN)?
Marble Financial Planning's FRN is 938798. You can verify it on the FCA register.