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Independent Financial Adviser

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I am a fully qualified Independent Financial Adviser with a broad and practical background in financial services, having begun my career in 2021 as an Office Coordinator. Since then, I have progressed through every department within the business, gaining extensive hands-on experience while completing all required professional qualifications.

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This progression has provided me with a strong attention to detail and a comprehensive understanding of the end-to-end financial advice process, from initial client engagement and fact-finding through to implementation, ongoing review, and long-term planning. I am currently working towards the Advanced Diploma and Chartered status, reflecting my commitment to continuous professional development and delivering the highest standard of advice to my clients.

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Outside of work, I am a passionate Leicester City supporter and a proud father to my young daughter.

0116 509 5370
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Qualifications

FA2

Pension Administration

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

CF6

Mortgage advice

J10

Discretionary Investment Management

J12

Securities Advice and Dealing

PSA Financial Services Ltd

PSA House, 3 Rose Way, Blaby, Leicester, LE8 4BY

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PSA Financial Services Ltd is authorised and regulated by the Financial Conduct Authority 231108

PSA Financial Services Ltd is registered in England and Wales company number 03934365

Paul Smith Associates is a trading name of PSA Financial Services Ltd

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