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.
Chartered Independent Financial Adviser
I have been working for PSA Financial Services Ltd since 2011 and am a fully qualified Chartered Financial Adviser.
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I graduated from the University of Leicester with a first-class honours degree in Business Economics. I have a Diploma in Financial Planning and hold the most recent pension transfers qualification.
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While building up my expertise in all areas of Financial Planning, I am drawing on my experience in Economics. My particular interests are Investment Strategy and Behavior and I specialise in Pensions, Investments and Estate Planning.
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I am happily married, a proud father to triplet and twin boys, and am an active member of my local church. In my spare time I like to play football.
Qualifications:
Business Economics
University of Leicester​
BA (Hons)
Dip PFS
R01
Financial Services, Regulation & Ethics
Dip PFS
R02
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Investment
Principle & Risk
Dip PFS
R03
Personal Taxation
Dip PFS
R04
Pensions & Retirement Planning
Dip PFS
R05
Financial Protection
Dip PFS
R06
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Financial Planning Practice
Cert CII (MP & ER)
Mortgage Advice & Equity Release
Pensions Transfers
AF7
Long Term Care
CF8
Pensions Update
R08
Personal Tax & Trust Planning
AF1
Financial Planning
AF5
Investment
Planning
Practical Investment Planning
LP2
Financial Services
Products & Solutions
LP3
Life & Pension Principles & Practices
LP1
Life & Pensions
Customer Operations