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 joined PSA in 2021 as a fully qualified Independent Financial Adviser, having previously worked within Insurance and Accounting before entering the Financial Services sector in 2018. I have worked within various departments of the Financial Planning process and have both practical and technical knowledge in key areas such as Pensions, Investments, Tax and Protection. 

 

I look to work with my clients as a Financial Planner, incorporating a holistic approach to advice in order to make, shape and implement plans for your long-term goals. 

 

Having achieved my Diploma in Regulated Financial Planning, I am now studying towards achieving chartered status and in my spare time I enjoy learning languages and have recently piqued an interest in chess. 

Qualifications:

Psychology

Nottingham Trent University

BSc (Hons)

Financial Services, Regulation & Ethics

Dip PFS

RO1

Investment Principles & Risk

Dip PFS

RO2

Personal Taxation

Dip PFS

RO3

Pensions &  Retirement Planning

Dip PFS

RO4

Financial Protection

Dip PFS

RO5

Financial Planning Practice

Dip PFS

RO6