Rob Marek - Chartered Financial Planner, XL IFA

Bio

Rob has 20 years of experience in financial planning and  investment management. Previously he was Investment Director for a group of financial advisers  for 10 years and has been a Chartered Financial Planner since 2010.

He is known for his caring and considerate nature and above all getting the best outcomes for his clients. Rob has an interest in sustainable/ethical investing and innovative investment methods.

There are not many financial planning qualifications Rob does not have and he is a Fellow of the Personal Finance Society and a holder of the Investment Management Certificate with the CFA Institute. He is also on the regional board for the Society of Later Life Advisers and has the STEP certificate in Trusts and Estate Planning with a distinction.

Rob studied at the University of Exeter getting a BSc (Hons) in Engineering. He is married with three children and his interests include triathlon, lifeguarding and winter sports. Rob is a fundraiser for Southend Hospital,  targeting funds to provide better facilities for end of life patient care.

Specialisms

Retirement planning for High Earners
NHS Pension Schemes
Business exit strategies and succession
Later life care and estate planning
SIPP Commercial Property Purchase
Investment management and tax planning

Contact

07462 250746
rob@xlifa.co.uk

Chartered Financial Planner
Later Life Advice Specialist
Step - Advising Families Across Generations