Since our launch in 2003 we have become one of the leading independent financial advisory firms in the UK specialising in Wealth Management and bespoke financial planning, we focus on treating our clients as people and not as numbers, we do not believe in a one size fits all approach.
We achieve this by using the first meeting with a client to begin to get to know that individual. We initially adopt a blank canvas approach, listening to our clients, understanding your needs and objectives and ultimately creating a portfolio bespoke for each of our clients. You can rest in the knowledge that we ensure all options are explained in plain English and without pressure.
At Marmalade we believe Financial Planning should be transparent and clear to all our clients and have the knowledge that they have received the right advice followed up with the highest standard of service.
Founder Mr Tracy Morris has over 30 years experience in financial services having previously been a director and group manager of some of the largest financial institutions in the UK. Tracy is one of the United Kingdoms highest qualified financial consultants, recognised by the Personal Finance Society and Chartered Insurance institute, with their highest qualification attainable of Fellow. This is only held by a small number of committed Chartered Financial Planners in the UK and demonstrates a life long commitment to on going professional development.
He firmly believes that you are never too old to learn something new and still gets fun out of staying on top of the financial services learning curve even after 30 years.
We are backed up by Obsidian Financial Ltd, one of the UK’s most prestigious firms, which is fully authorised and regulated by the Financial Conduct Authority.We endeavour to exceed our customers expectations by providing a prompt, reliable & professional service.