Asset Management
Institute Role for Raymond James Financial Planning Head

Robert Reid, managing director and founder of financial planning practice Syndaxi Financial Planning has been appointed as an advisory board member of the Chartered Insurance Institute Faculty of Life & Pensions. Mr Reid entered the financial services sector in 1976 and has been an IFA since 1985 for both provincial and national operations. He set up fee based Syndaxi in 1998, which operates in the City of London as an appointed representative of Raymond James Investment Services. Syndaxi is provides personal financial planning advice to high net worth individuals and employee benefits services to small and medium sized enterprises, as well as expert witness testimony and reports in respect of pensions in divorce and other dispute cases. Mr Reid also heads up the Financial Planning department for Raymond James Investment Services, and was one of the first advisors to graduate as a Chartered Financial Planner in 2006.