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 am a fully qualified Financial Adviser and have worked for PSA Financial Services Ltd since 2020, having previously worked for a large national wealth management company.
I graduated from De Montfort University with a First-Class Honours degree in Business and Management.
My true passion comes from connecting with individuals and helping them achieve long-term financial goals through Pension, Investment, and Retirement Planning. I am also seeking to improve myself by studying toward chartered status.
I am happily married with one child and another on the way and in my (limited) spare time enjoy reading and football.
Qualifications:
Business and Management
DeMontfort University
BA (Hons)
Financial Services, Regulation & Ethics
Dip PFS
R01
Investment Principles & Risk
Dip PFS
R02
Personal Taxation
Dip PFS
R03
Pensions & Retirement Planning
Dip PFS
R04
Financial Protection
Dip PFS
R05
Financial Planning Practice
Dip PFS
R06