I am a qualified Independent Financial Adviser joining PSA Financial Services in September 2021 after graduating from Loughborough University with a Master of Physics (MPhys). I have transitioned through the various departments whilst completing my level 4 Diploma in Regulated Financial Planning.

 

During my time in the industry thus far, I have gained valuable experience that helps me combine by analytical and research skills, which I developed at university, with my financial knowledge and interpersonal expertise. This allows me to see my clients’ situations from various perspectives to tailor a financial plan specific and suitable for them. My motivation is ensuring my clients have all areas of their finances taken care of. From pensions, personal insurance and investments, all the way through to retirement and inheritance tax planning.

 

I am happily married, active in my local church and enjoy all sport. I currently play golf and am a member of a badminton team that participates in Rugby and Leicestershire leagues.