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 and have worked for PSA (financial services) Ltd since 2020, having previously worked for a large national wealth management company.

 

I graduated from De Montfort University with a First-Class Honours degree in Business and Management.

 

My true passion comes from connecting with individuals and helping them achieve long-term financial goals through Pension, Investment, and Retirement Planning. I am also seeking to improve myself by studying toward chartered status.

 

I am happily married with one child and another on the way and in my (limited) spare time enjoy reading and football.

Qualifications:

Business and Management

DeMontfort University

BA (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