Approach
Independent, chartered, and paid the same whatever your pot.
Marledge exists to do one thing well: build a plan around your timeline and keep it on track across the decades. We are not a fund manager and we do not sell products. We are the people who make sure you are there for the doubling.
Whole-of-market advice with no tied products and no commission. If the best answer is a provider we do not usually use, that is the answer you get.
A Chartered Financial Planner — the profession's highest qualification standard — leads every plan and signs every recommendation.
We are required to act in your interest and to put it in writing. Our advice is not moved by the size of your pot or the products you already hold.
£1,200 a year, whether your pot is £1,903 or ten times that. The fee does not scale, so our incentive is your plan, not your balance.
How the first meeting runs
- 1You talk, we map.
An hour, no charge. We sketch your timeline — the one this site is a picture of — and where each pot sits on it.
- 2We tell you plainly.
Whether you need us at all, and if so, what the plan would change. No pressure, no same-day signatures.
- 3You decide.
If you engage, you get a written plan, one flat fee, and a named planner you can phone.
Book the first meeting.
Book the first meetingFlat fee £1,200 a year · 020 7946 0198