Qualifications:
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
J10
Dicretionary Investment Mnagement
LP1
Life & Pensions
Customer Operations
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.
OUR SERVICES
BA (Hons)
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