Mark Rolfe

Mark is a Financial Planner and he joined u in January 2015. He is based at our Market Harborough office.

Qualifications and experience

Mark is Diploma qualified and is currently studying towards Chartered status. He is also a member of both the Personal Finance Society and Chartered Insurance Institute. He can call on more than 30 years of experience in the financial services industry, working previously for Vestra Wealth and Bluefin.

About Mark

Outside of work, Mark has been married for 37 years and has two grown up children. Mark is a classic car enthusiast and enjoys watching motorsport. He is also a member (and former president) of the Milton Keynes Stony Stratford Lions Club, which is part of a worldwide charitable service. Additionally, when Mark isn’t helping local (and some overseas) charitable causes he likes to research his Family History, do a ParkRun every Saturday and watch rugby.