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 have been involved in the Financial Services industry since 1980, having previously worked for Prudential, Standard Life and AXA. I joined PSA in 2001. My qualifications include a degree in Economics from the University of Warwick and a Diploma in Financial Planning.
Long Term Care planning is my specialist area and I have helped many clients meet the challenges that ageing presents. I currently sit as Chairman of CLASP (a local independent care charity). As an Independent Mortgage Adviser, I have helped thousands of families buy homes. I also assist clients with their retirement and investment planning requirements.
My Wife and I have 5 children of our own, ranging from a cheeky youngster, through to adulthood. For many years we have also enjoyed fostering children locally, and consider ourselves as one big family.
I regularly watch Leicester City and I am a season ticket holder. I am an active member of my local church, including serving as a missionary in the early 80s in Ohio, USA.
Qualifications:
Economics
University of Warwick
BA
Financial Services, Regulation & Ethics
Dip PFS
Mortgage Advice & Practice
CeMap
Equity Release
ER1
Long Term Care
CF8
