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 have been working for PSA (Financial Services) Ltd since 2011 and am a fully qualified Financial Adviser, currently working towards chartered status.

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.

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.

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:

BA (Hons)

Dip PFS

R01

Dip PFS

R02

Dip PFS

R03

Dip PFS

R04

Dip PFS

R05

Dip PFS

R06

Cert CII (MP & ER)

AF7

CF8

R08

AF1

AF5

 

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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