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Independent Financial Adviser

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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.

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.

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George Smith Qualificatons

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

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