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