Rob Marek - Chartered Financial Planner, XL IFA

Bio

Rob has professionally advised clients for over 20 years in financial planning and investment management. For 10 years he has been a Chartered Financial Planner, the highest level of qualification for financial advisers in the UK.

Known for his caring considerate approach and working tirelessly to achieve client’s best outcomes, Rob welcomes those whose investments need to reflect their core beliefs and principles whether that be religious/sustainable/ethical or environmental. Rob is personally committed to ethical investing.

He is amongst one of the most qualified in his profession, a Fellow of the Personal Finance Society, and a holder of the Investment Management Certificate with the CFA Institute. He is Accredited and a Regional Coordinator for Society of Later Life Advisers (SOLLA) and has the STEP certificate in Trusts and Estate Planning with a distinction.

Rob is from Essex and graduated from the University of Exeter. He enjoys time with his family and his interests include triathlon, lifeguarding and snow sports.

Fees – 1st hour free, subsequent time at £200 per hour.

Please email for a quote or book a chat here.

Specialisms

The 50+ Lifetime Plan – a unique one-off complete review taking you through the 4 stages of retirement for a set fee of £1,250.

Financial Resilience and Protection – do you have a safety net for you and your family on death, serious illness, or disability?

High earner tax planning – for employees who have pension contribution restrictions and share incentive schemes or working abroad temporarily.

Later life and financial care planning – for those who need more reassurance and help making their financial decisions.

Business owners – exit strategies, succession, and estate planning. SIPP commercial property purchase.

Contact

07462 250746
rob@xlifa.co.uk

Book a meeting | calendly.com/rob-marek