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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.

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:

Business Economics

University of Leicester​

BA (Hons)

Dip PFS 

R01

Financial Services, Regulation & Ethics

Dip PFS 

R02

Investment

Principle & Risk

Dip PFS 

R03

Personal Taxation

Dip PFS 

R04

Pensions & Retirement Planning

Dip PFS 

R05

Financial Protection

Dip PFS 

R06

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

Jonathan Shenton Qualifcations

LP1

Life & Pensions 

Customer Operations

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