Chartered Independent Financial Adviser
I have been working for PSA Financial Services Ltd since 2011 and am a fully qualified Chartered Financial Adviser.
​
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)
De Montfort
Psychology
Dip PFS R01
Financial Services, Regulation & Ethics
Dip PFS R02
Investment
Principles & Risk
Dip PFS R03
Personal Taxation
Dip PFS R04
Pension & Retirement Planning
Dip PFS R05
Financial Protection
Dip PFS R06
Financial Planning Practice
Cert CII
(MP &ER)
Mortgage Advice & Equity Release
PFE (PIP)
Investment Planning
Qualifications
BA (Hons)
De Montfort
Psychology
Dip PFS R01
Financial Services, Regulation & Ethics
Dip PFS R02
Investment
Principles & Risk
Dip PFS R03
Personal Taxation
Dip PFS R04
Pension & Retirement Planning
Dip PFS R05
Financial Protection
Dip PFS R06
Financial Planning Practice
Cert CII
(MP &ER)
Mortgage Advice & Equity Release
PFE (PIP)
Investment Planning
AF7
Pension Transfers
CF8
Long-Term Care
Dip PFS R08
Pensions Update
AF1
Personal Tax &
Trust Planning
AF5
Financial Planning
LP1
Life & Pensions
Customer Operations
LP2
Financial Services
Products & Solutions
LP3
Life & Pension Principles & Practices
J10
Dicretionary Investment Mnagement