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
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