Rob Marek
Chartered Financial Planner @Augustine Financial Planning
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WORK HISTORY
Chartered Financial Planner @Augustine Financial Planning
London, GB
EDUCATION
University of Exeter
BSc Hons
SKILLS
ABOUT ROB MAREK
Providing expert financial advice and investment solutions for nearly 20 years.Chartered Financial PlannerFellow of the Personal Finance SocietySTEP AffiliatedSociety of Later Life Advisers - Essex Regional BoardInvestment Management Certificate - Society of Chartered Financial AnalystsBSc (Hons) Engineering - Exeter UniversityMy main area of expertise is modelling different financial scenarios when planning for client’s life events, then identifying any shortfalls and recommending modifications to their existing arrangements. I spent 12 years heading client investment strategy as the Investment Director for a medium sized IFA practise. I am also a holder of the Chartered Financial Analyst - Investment Management Certificate. I am well placed to devise an investment plan to deliver a client’s goals.
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