Independent Financial Adviser

I am a fully qualified Independent Financial Adviser, bringing experience from my time working at major international banks and global audit firms to my role here at PSA.
I studied Biomedical Science at the University of Birmingham, which shaped my analytical approach and attention to detail. These foundations continue to inform my work today; alongside the expertise I have developed within financial services. I am currently working towards achieving Chartered Financial Planner status, reflecting my commitment to maintaining the highest professional standards.
I now advise clients on navigating their financial lives with clarity and confidence, offering thoughtful, tailored guidance built around their individual circumstances. I place strong emphasis on long-term relationships, delivering considered, high-quality advice with a focus on trust, discretion, and consistency.
Outside of my professional life, I have a passion for cooking, which I share with my wife, together with a love of running and spending meaningful time with my wider family.
+44 116 402 2069
Qualifications
BSc(Hons)
Univesity of Birmingham
Biomedical Science
Dip PFS R01
Financial Services, Regulation & Ethics
Dip PFS R02
Investment
Principles & Risk
Dip PFS R03
Personal Taxation
Dip PFS R04
Pension & Retirement Planning
Dip PFS R05
Financial Protection
Dip PFS R06
Financial Planning Practice
Cert PFS
(DM&Securities)
Discretionary Investment Management & Securities Advice and Dealing
Cert CII
(MP&ER)
Mortgage Advice & Equity Release
CF8
Long-term Care Insurance

