Our people are very important to us, they are here to make certain we provide you with the best possible professional financial advice. Here you can find out more about each of our colleagues.
Independent Financial Adviser
I am a fully qualified Financial Adviser having worked for PSA Financial Services Ltd since 2016.
In addition to my Financial Services qualifications, I hold a Master’s Degree in Physics from the University of Birmingham from which I graduated in 2014.
I really enjoy the problem-solving aspect of my job; I get to know a client’s situation and objectives and then use my expertise to create the right plan for them. A high degree of job satisfaction is gained from knowing that I have put a client in a better position, leaving them feeling reassured and happy with our service.
I am married with two children and in my occasional spare time I enjoy travelling, reading and cooking.
Qualifications:
Physics
University of Birmingham
MSci (Hons)
Financial Services, Regulation & Ethics
Dip PFS
R01
Investment Principles & Risk
Dip PFS
R02
Personal Taxation
Dip PFS
R03
Pensions & Retirement Planning
Dip PFS
R04
Financial Protection
Dip PFS
R05
Financial Planning Practice
Dip PFS
R06
Pensions Transfers
AF7
Mortgage Advice & Equity Release
Cert CII
(MP & ER)
Financial Planning Process
AF5