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Biography - Robert Reid

Robert Reid APFS CFPcm Chartered Financial Planner; is a Director of Syndaxi Financial Planning; a fee based firm of Chartered Financial Planners whose clients are from all parts of the UK.

Born in Scotland, Robert entered the financial services sector in 1976, and has since 1985 provided personal financial planning advice initially in Scotland; from 1993 he returned to London where he had worked in the 80’s.

He is a past President of the Personal Finance Society (PFS www.thepfs.org ); and the Chairman of Practitioners Advice Committee – European Financial Planning Association (EFPA www.efpa-europe.org ). Robert led the successful project which secured the Chartered Financial Planner title for the CII/PFS. He is a past Vice President of the CII (www.cii.co.uk ) and is a Life Vice President of the Insurance Institute of London (IIL) and is a past member of Council of the CII and an ongoing member of the council of the IIL.
Robert also served as the Diversity champion for the Insurance Institute of London.

Robert is the Readers editor of Money Marketing [UK’s leading Financial Advice Weekly Newspaper] he has previously worked with the Financial Times and writes extensively on market conditions and on technical planning issues. Robert is a regular speaker at events in UK, Europe, the Far East and North America.

Robert is an Associate of the Chartered Insurance Institute (ACII); an Associate of The Personal Finance Society (APFS), a Certified Financial Planner (CFP); a Chartered Financial Planner became an Accredited Adviser with Resolution (www.resolution.org.uk ) all by examination.

In October 2008 Robert was the recipient of The Widows Lifetime Achievement Award for 2008, an award from Scottish Widows in recognition of his work at the PFS and the work he has done to improve the adviser industry. The Widows awards were launched in 2006 and are an opportunity for the life and pensions industry to recognise success and achievement in the financial adviser community. The Lifetime Achievement Award is given to the financial adviser who has given the most to financial services over his or her life.

In 2013 he was awarded the prestigious Chartered Insurance Institute Bridgewater award which recognises “exceptional and distinguished service” to the CII.

He remains a passionate supporter of Partick Thistle FC.

 

Further information

Robert and the team at Syndaxi are prepared and willing to provide comment and/or provide technical support for personal finance articles. 

We already have a close working relationship with many members of the press where we provide direct comment and just as important technical support where no credit is given or sought.

We will always try to accommodate requests from journalists and broadcasters we do not take part in case studies where specific product/fund recommendations are required as our advice is planning and not product led.

Press contacts

Our primary press spokesman is Robert Reid, an established media friendly IFA.

Robert is available for television and radio appearances, subject to current commitments. Robert has appeared on the BBC and other television channels as a personal finance expert. He is available for live or recorded television interviews or guest appearances.


You can contact Robert during office hours on 020 7600 1320. Alternatively, you can email Robert directly at rjreid@syndaxi.co.uk.

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