Robert Siddall is a Financial Advisor at Chase de Vere, specializing in regulated financial planning and discretionary investment management. He has a comprehensive background that includes roles as a Financial Planner and Home Finance Advisor. People on review sites often describe him as professional, knowledgeable, and patient.
He has experience in Shariah-compliant finance from his time as a Home Finance Advisor at Gatehouse Bank plc.
Robert Siddall
Financial Advisor at Chase de Vere
Towcester, England, United Kingdom
Overview
Topics They Care About
Regulated Financial Planning
He holds a Diploma in Regulated Financial Planning, indicating a core expertise in providing advice that adheres to strict financial regulations.
Investment Management
Holds a Certificate in Discretionary Investment Management, showing his qualification in managing investment portfolios on behalf of clients.
Ethical Finance
[Predicted] His experience with Gatehouse Bank, a Shariah-compliant institution, suggests a familiarity with ethical and faith-based financial principles.
Media Appearances
Robert has no verified media appearances
Work History
5-2023 - 4-2025
Financial Advisor at Chase de Vere
9-2020 - 4-2023
Financial Planner at Vizion Wealth Llp
4-2019 - 9-2020
Home Finance Advisor at Gatehouse Bank plc
5-2018 - 4-2019
Mortgage Advisor at NM Money
Education
Robert has no verified education history
More Information
Social Presence :
Prographics :
Exp : 6
Location : Towcester, England, United Kingdom
Job Level : N/A
Designation : Financial Advisor at Chase de Vere
