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Independent Financial Adviser

George Smith

I have been with PSA Financial Services Ltd since 2009. I started as an administrator, before moving into the Paraplanning department as part of my development, and ultimately becoming an adviser; this career path has enabled me to gain knowledge and experience in a working ‘real world’ environment, whilst studying and obtaining the qualifications needed so I can provide Financial Advice.

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I graduated with a First Class Honours degree in Psychology from De Montfort University and I also hold the Diploma in Regulated Financial Planning. I am currently working towards holding chartered status. I enjoy using the analytical experience that I have gained to formulate plans that help my clients reach their financial needs and objectives. I specialise in various areas of Financial Planning including Pensions, Investments, Mortgages and Protection.  

 

I am happily married with three children. I am an active member of my local church and in my spare time I enjoy playing badminton, table tennis, playing the piano and spending quality time with my family.

Unbiased

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

George Smith Qualificatons

PSA Financial Services Ltd

PSA House, 3 Rose Way, Blaby, Leicester, LE8 4BY

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PSA Financial Services Ltd is authorised and regulated by the Financial Conduct Authority 231108

PSA Financial Services Ltd is registered in England and Wales company number 03934365

Paul Smith Associates is a trading name of PSA Financial Services Ltd

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