Marlborough Place Ltd Financial Advisors

Guiding you through life's financial decisions.

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About the Company

Marlborough Place personnel have over 40 years of experience in the financial services industry.

Our advisors specialize in providing independent advice to both commercial corporations and individuals. Employees that take part in their company schemes, have peace of mind that their benefits for health, well-being and retirement provision are safeguarded and catered for by us.

Our Services

Marlborough Place strives to provide a comprehensive service to our clients, whilst building and maintaining strong lifelong relationships to help you make the right decisions regarding your long and short term financial goals.

Financial Health check

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your…

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Financial Planning

Financial planning is the process of identifying your goals in life and how you want to achieve them, it may…

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Wealth Management

There are four stages to the financial planning process, with the first cost of the initial consultation borne by us:…

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Life assurance and Serious Illness Cover

People often think of insurance as insuring their possessions from their cars to their pets, but the biggest asset you…

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Employee Benefit Schemes & Auto enrolment

We are employee benefits experts and will design a benefits package perfect for your business and your people. Whether a…

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Pensions and Retirement Planning Post

Retirement Planning The state pension age has significantly increased in recent years, and soon the UK state pension will not…

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Wealth Management and Preservation 

We understand the needs of our clients and their future goals and aspirations. We work with our clients to discover their medium and long term plans for the future, we listen to what you want from your financial goals, and with our knowledge and skill we set to preserve wealth and realise your financial goals.

Testimonials

Here at Marlborough Place, we pride ourselves on delivering a service that we are proud to have our clients talk about.

“Marlborough Place has looked after First Derivatives company pension scheme from the outset the service we receive is second to none, the service is personal and attentive and highly recommended. “

- Brian Conlon CEO First Derivatives

“We value the wellbeing of our staff and because of this we have trusted Marlborough place with our UK and International healthcare solutions. Marlborough place have combined the needs and wellbeing of our employees with the most cost effective solutions coupled with our continued company growth Marlborough Place have taken the complexity out of arranging our staff healthcare and given us guidance when needed for future solutions.”

- Adrian Toner COO First Derivatives

"When planning for my retirement, I didn't really know which way to go, the personal touch and guidance that I received from the team at Marlborough Place was second to none and has put me on course to be able to enjoy my retirement with zero stress."

- Richard Davidson, Holywood

The benefits of wealth planning with Marlborough Place

We are more than just about offering a service to our clients, we are here to advise you and guide you through the step by step process of all aspects of financial planning.

wealth-planning

A personal relationship to help with ongoing guidance and planning support.

Proactive strategies designed to reduce the impact of taxes on a portfolio.

A wide suite of investing and cash management strategies for both growth and protection.

Specialists in retirement, insurance, inheritance and estate planning guidance.

Planning strategies for education, healthcare and more.

We understand that at times difficult decisions have to be made in relation to your future retirement or your investment products, which is why we are specialists in our industry in the following products.

Specialisms

Corporate Pensions

Wealth Management

Financial Planning

Business and Family Protection

Latest News

Insights and News stories from our experts here at Marlborough Place

Do you know the current transfer value of your old Final Salary pensions?

28th November 2016

Standard Life is urging advisers to manage client expectations that defined benefit transfer values do not increase and decrease in…

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The end of the 2016/ 17 tax-year is approaching fast. Have you made the most of your tax allowances?

23rd November 2016

Financial planning is an all year round activity, but February is an ideal time to review clients’ pension arrangements and…

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Isas: a beginner’s guide to tax perks and rules

21st November 2016

Investors have just over seven weeks to make the most of annual tax breaks on offer through Isas (individual savings…

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Contact Details

  • Marlborough Place
    721a Lisburn Road
    Belfast
    BT9 7GU

    Marlborough Place Ltd. are an appointed representative of the On Line Partnership which is authorized and regulated by the Financial Conduct Authority

  • +(0)28 9068 1999

  • enquiries@marl-place.com