Robert Marler Chartered FCSI

CEO

United Kingdom26 yrs 1 mo experience

Key Highlights

Expert in wealth management and financial planning.
Proven track record in raising capital and managing portfolios.
Dynamic speaker and leader in financial advisory.

Stackforce AI infers this person is a seasoned expert in Fintech and Wealth Management with extensive advisory experience.

Contact

Skills

Core Skills

Independent Financial AdviceFinancial ServicesFinancial AdvisoryWealth ManagementFinancial PlanningFinancePortfolio ManagementTradingRetirement Planning

Other Skills

Cross-border TransactionsExpatriate TaxLife CoachingInternational BankingOffshore BankingDigital InnovationBusiness DevelopmentTax Planning for LLC'sFinancial GoalsPensionsPerformance MotivationInvestmentsInheritance Tax PlanningInvestment StrategiesBehavioral Finance

About

🔷 Who is Mr M? Mr M is not just a name — he’s a mindset. Born out of a desire to bring clarity, courage, and conscience back into leadership and finance, Mr M represents a grounded, forward-thinking approach in a world of noise. He speaks with presence, acts with integrity, and questions the systems others are too invested to challenge. A strategist. A storyteller. A still voice in chaotic times. Whether he’s unpacking the mechanics of modern wealth models or mentoring through metaphor, Mr M invites us to think deeper, lead better, and live more purposefully.

Experience

26 yrs 1 mo

Total Experience

2 yrs 8 mos

Average Tenure

1 yr 2 mos

Current Experience

Forest wealth

Partner - International IFA

May 2026 – Present · 1 mo · Switzerland, South Africa, Mauritius, UK · Remote

Partner at Forest Wealth | International & UK Independent Financial Adviser
Working across global jurisdictions, supporting expatriate and UK-based clients with tax planning, pensions, investment strategy, wealth structuring and broader financial planning solutions.

Independent Financial AdviceFinancial ServicesCross-border TransactionsExpatriate TaxLife CoachingInternational Banking+2

Career break

3 roles

Health and well-being

Apr 2025 – Present · 1 yr 2 mos

Taking a moment. Pressing pause. Not to retreat—but to build. I will launch the Mr M brand. Peaceful guidance for Life and Wealth

Full-time parenting

May 2023 – Oct 2024 · 1 yr 5 mos

Personal goal pursuit

Apr 2022 – Oct 2022 · 6 mos

I took time out to focus on my children. Worked with medical professionals to obtain an Educational Health Care Plan for my eldest son who has ADHD. I learnt about Mental Health and the Educational system to help other parents.

Self employed

International Financial Advisor

Oct 2024 – Mar 2025 · 5 mos · Marbella, Andalusia, Spain · Remote

Who we are:
SJB Global specialises in providing fee-based financial planning to expats worldwide and work under the largest financial adviser network outside of the UK with USD 2 billion under management.
Holistic financial planning is quite a complex area of advice which requires special tax planning, investment knowledge and a good understanding of retirement advice including advice on defined benefit schemes, defined contribution schemes, SIPPs, QROPS, QNUPS, annuities, and trust and estate planning. We hold both MiFID and IDD permissions.
What we have achieved:
SJB Global has thrived in all areas and has led to us winning the following 3 awards:
Best adviser firm established in under 3 years '20
Excellence in digital innovation '21
Excellence in professional development '21

Independent Financial AdviceFinancial ServicesCross-border TransactionsExpatriate TaxLife CoachingInternational Banking+2

Self - employed

Independent Financial Planner

Oct 2022 – May 2023 · 7 mos · Greater London, England, United Kingdom · Remote

Aventur are a Fintech business offering Independent Financial Advice to the wider market using cutting edge technology. I provide face to face financial planning to empower individuals and business to achieve their financial goals.
Empathetic
Understanding
Exceptional communication skills
Expert
Dynamic

Business DevelopmentWealth ManagementTax Planning for LLC'sFinancial GoalsPensionsPerformance Motivation+12

Delta wealth management (chelmsford) limited

Wealth Management Consultant

Sep 2019 – May 2022 · 2 yrs 8 mos · Remote

New role as a financial adviser - short term goal achieved.
Financial planning for doctors
Tax planning
Creative
Passionate
Innovative

Business DevelopmentWealth ManagementTax Planning for LLC'sPensionsResearchStrategic Planning+9

Global preservation strategies limited

Head of Discretionary Fund Management

Sep 2018 – Sep 2019 · 1 yr

Head of the Fund Management Team - Specialised in small cap, mid cap and FTSE companies.

Business DevelopmentFinanceStock MarketTradingLeadershipFinancial Services+9

Ts capital

Head of Trading and Portfolio Management

Jul 2016 – Sep 2019 · 3 yrs 2 mos

Raised capital from investors through placings and other enterprise schemes. Built risk adjusted portfolios using ETF's Investment Trust's, FI and Equities that outperformed the market.

Business DevelopmentFinanceEquitiesTradingFixed-Income InvestingCollaborative Problem Solving+10

Templeton securities limited

Senior Wealth Manager

Nov 2015 – Sep 2019 · 3 yrs 10 mos · London Area, United Kingdom

Raised capital for seed, growth and FTSE companies for the benefit of shareholders. Set up my own trading desk with full support of the company directors and investment team.

Business DevelopmentTrading SystemsFinanceTradingFinancial ServicesPortfolio Management+8