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 started working at PSA Financial Services Ltd in 2003 in an administrative role and have progressively taken on more responsibilities. I passed my first financial planning exam in 2008.
After graduating from Durham University with a degree in Physics, I have been applying the analytical and mathematical skills I developed into my role as a fully qualified Independent Financial Adviser.
I specialise in Pensions, Investments, Life & Critical Illness Insurance, Estate and Inheritance tax planning as well as Ethical Investments.
Outside of work I enjoy playing badminton, basketball, table tennis, socialising with friends and reading.
Qualifications:
Physics
Durham University
BSc (Hons)
Financial Services, Regulation & Ethics
Dip PFS
R01
Investment Principles & Risk
Dip PFS
R02
Personal Taxation
Dip PFS
R03
Pensions & Retirement Planning
Dip PFS
R04
Financial Protection
Dip PFS
R05
Financial Planning Practice
Dip PFS
R06
Pensions Transfers
AF7
PFE (PIP)
Investment
Planning
