Marcus Rayer
Chartered Independent Financial Adviser @Integrity365
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WORK HISTORY
Chartered Independent Financial Adviser @Integrity365
Bristol, GB
As an Independent Financial Adviser, Marcus provides his clients with a comprehensive and holistic financial planning service. A proven, 5 step approach to financial planning and Marcus\'s genuine consideration for his clients, enables the delivery of a clear, all-encompassing proposition for meeting clients lifestyle objectives.Marcus\'s personal specialisms are in retirement planning, wealth management, life assurance and tax planning.
EDUCATION
University of Reading
BSc, Physical Geography
Chartered Insurance Institute
Certificate in Mortgage Advice, Mortgages
LIBF
Level 4 Diploma for Financial Advisers, Financial Planning and Services
Chartered Insurance Institute
Certificate in Financial Planning, Financial Planning and Services
LIBF
Level 6 Diploma in Financial Advice, Financial Planning and Services
SKILLS
ABOUT MARCUS RAYER
Marcus is a very experienced, Chartered Associate of the London Institute of Banking & Finance. He harnesses a genuine consideration for his clients and strives to exceed their expectations through the provision of accurate, personalised financial planning, delivered with the utmost integrity and professionalism. Throughout his career, Marcus has honed his skills as a wealth management and financial planning specialist. This has enabled him to excel in building trusted, long-standing relationships with business owners and HNW clients, while helping them to achieve their financial planning objectives. Outside of work, Marcus is a committed Dad to his son and daughter, a family man, and a big sports fan. When time allows, Marcus likes to play golf after having retired from playing rugby, walk his dogs, socialise and travel with his partner. Marcus also trains in Karate to maintain his fitness and mental focus.
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