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 joined PSA (Financial Services) Ltd in 2019, having worked within Financial Services since 2006, performing various roles. The biggest part of my career was spent at Fairstone Financial Management.


I am a fully qualified Financial Adviser, achieving my qualifications via the Chartered Insurance Institute. I assist my clients with all aspects of their Financial Planning including, Retirement Planning, Investment, Tax Planning, Life Assurance and Mortgages.


I thoroughly enjoy what I do, and hold the mantra that ‘my clients come first at all times’, always making sure everything remains suitable for them on an ongoing basis.


Outside of working, I enjoy exercise, watching Leicester City, attending car events and socialising with friends and family.

Qualifications:

Dip PFS

R01

Dip PFS

R02

Dip PFS

R03

Dip PFS

R04

Dip PFS

R05

Dip PFS

R06

Cert CII

(MP)

 

PSA (Financial Services) Ltd

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

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 3934365

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

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