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 being 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. I hold the most recent Pension Transfers qualification, AF7, which allows the transfer of Defined Benefit pensions.

Outside of work I enjoy playing badminton, basketball, table tennis, socialising with friends and reading.

Qualifications:

BSc (Hons)

Dip PFS

RO1

Dip PFS

RO2

Dip PFS

RO3

Dip PFS

RO4

Dip PFS

RO5

Dip PFS

RO6

AF7

 

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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