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Independent Financial Adviser

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I am a fully qualified Independent Financial Advisor with a particular focus on complex matters such as trust planning. I am committed to maintaining high standards in all aspects of my work, while fostering strong, long-lasting relationships with my clients.

 

I began my working career in the army, serving as member of the Grenadier Guards. During this time, I developed a keen eye for detail, both in my ceremonial duties and as a mortar detachment commander.

 

In 2018, I transitioned into the financial services industry and began working towards my Diploma in Regulated Financial Planning. I also became a member of the Society of Will Writers in 2020. Although I am no longer a subscribing member, the knowledge I gained in this area remains invaluable, especially since joining PSA in 2022.

 

I am currently pursuing the Advanced Diploma in Regulated Financial Planning to further enhance my expertise. Outside of work, I enjoy staying active by going to the gym, walking my dog, and clay pigeon shooting on weekends.

Qualifications

BA (Hons)

De Montfort

Psychology

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

  Cert CII 

 (MP &ER)

Mortgage Advice & Equity Release

PFE (PIP)

Investment Planning

CF8

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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