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Trainee Independent Financial Adviser

Harry Barnes

Having spent an enlightening 2 years serving a mission for my church is Spain, I was approached by PSA to become part of the trainee advisor program.

 

Since starting the trainee advisor program I’ve gained priceless experience and have thoroughly enjoyed becoming better acquainted with the Financial Services. It drives me to know that once I become a qualified Independent Financial Adviser, I will be able to help others achieve their financial goals.

 

I have a passion for surfing, playing basketball and always enjoy a good challenge.

George Smith Qualificatons

Qualifications

Dip PFS     R01

Financial Services, Regulation & Ethics

Dip PFS     R02

Investment

Principles & Risk

Dip PFS     R03

Personal Taxation

Dip PFS     R04

Pension & Retrement Planning

Dip PFS     R05

Financial Protection

Dip PFS     R06

Financial Planning Practice

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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