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 have been with PSA (Financial Services) Ltd since 2009. I started as an administrator, before moving into the Paraplanning department as part of my development, and ultimately becoming an adviser; this career path has enabled me to gain knowledge and experience in a working ‘real world’ environment, whilst studying and obtaining the qualifications needed so I can provide Financial Advice.

I graduated with a First Class Honours degree in Psychology from De Montfort University and I also hold the Diploma in Regulated Financial Planning. I am currently working towards holding chartered status. I enjoy using the analytical experience that I have gained to formulate plans that help my clients reach their financial needs and objectives. I specialise in various areas of Financial Planning including Pensions, Investments and Protection.  

 

I am happily married with two children. I am an active member of my local church and in my spare time I enjoy playing badminton, table tennis, playing the piano and spending quality time with my family.

Qualifications:

BSc (Hons)

Dip PFS

R01

Dip PFS

R02

Dip PFS

R03

Dip PFS

R04

Dip PFS

R05

Dip PFS

R06

 

PSA (Financial Services) Ltd

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

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 3934365

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

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