Mr Robert Marek


Membership category: Affiliate i

'Affiliate' is STEP's entry-level membership category. Affiliates are either working towards gaining the requisite qualifications and/or experience for full STEP membership (TEP), or have chosen to remain at Affiliate level. Affiliates must adhere to STEP's Code of Professional Conduct.

Norfolk House
New Lion Barn Estate
Needham Market
IP6 8NZ
United Kingdom

Email: [email protected]
Telephone: 01449 723526
Practice Areas: Elderly and vulnerable clients, Family business, Family office, Investment, Tax Advisory - Trusts and estate planning, Succession planning
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Profession:
Financial Planner / Wealth Management
STEP Qualifications:
STEP Certificate for Financial Services - Trusts and Estate Planning
Firm:
XL IFA Ltd
Branch/Chapter:
STEP Suffolk and North Essex

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