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Anna Sidat

Financial Planning Manager and Chartered Financial Planner
Chartered Financial Planner

What does “Chartered Financial Planner” mean?

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

About Anna

Anna joined the team in 2016 and is a Chartered Financial Planner with over a decade of experience. As Financial Planning Manager, she not only supports her clients with expert, holistic advice but also leads and mentors the planning team.

Anna specialises in retirement planning and helping professionals and business owners make confident, long-term decisions. She’s known for her clear, values-driven approach and her ability to turn complex planning into conversations clients feel comfortable and in control of.

Qualifications

Advanced Diploma in Financial Planning
This qualification enables professional advisers to develop specialist planning capabilities and covers topics like personal tax and trust, business financial, pension and investment planning.
DipPFS (Diploma in Financial Planning)
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
Certificate in Discretionary Investment Management
The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.
Certificate in Securities Advice and Dealing
This certificate satisfies the FCA appropriate qualification requirement for those advising or dealing in securities, developing in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.
Diploma in Regulated Financial Planning
The RQF Level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.

Specialises in

Retirement planning
Later Life Planning
Complex financial planning strategies
intergenerational wealth planning
Leading and mentoring financial planners

We’re here to help you

Build a personalised Financial Road Map®
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    2-3 Rectory Place, Loughborough, LE11 1UW

    Chesterton House Financial Planning Ltd
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