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Independent Financial Adviser

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I joined PSA Financial Services Ltd in 2019, having worked within Financial Services since 2006, performing various roles. The biggest part of my career was spent at Fairstone Financial Management.


I am a fully qualified Financial Adviser, achieving my qualifications via the Chartered Insurance Institute. I assist my clients with all aspects of their Financial Planning including, Retirement Planning, Investment, Tax Planning, Life Assurance and Mortgages.


I thoroughly enjoy what I do, and hold the mantra that ‘my clients come first at all times’, always making sure everything remains suitable for them on an ongoing basis.


Outside of working, I enjoy exercise, watching Leicester City, attending car events and socialising with friends and family.

07867 492 543
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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 & Retirement Planning 

Dip PFS     R05

Financial Protection

Dip PFS     R06

Financial Planning Practice

PFE (PIP)

Investment Planning

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