I joined PSA Financial Services in September 2022 as a graduate in BSc Economics and Finance from De Montfort University. During my degree, I gained knowledge about macro and microeconomics and investment management. I continued to pursue my interest in this area by completing the Investment Management Certificate (IMC) and I am currently participating in the Chartered Financial Analyst (CFA) Program.
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I joined PSA as a Trainee Independent Financial Adviser on their graduate program; through this I will gain creditable experience in all aspects of the business, enabling me to provide quality and reliable advice in my future role as an independent financial adviser. I will also complete the Diploma in Regulated Financial Planning. I am an avid car enthusiast who follows the Formula 1 season, a gym goer to maintain a healthy lifestyle, and a foodie who likes to dine out, and discover new places.
Qualifications
IMC
Investment Management Certificate
BSc (Hons)
De Montfort University
Economics and
Finance
Dip PFS R01
Financial Services, Regulation & Ethics
Dip PFS R02
Investment
Principles & Risk
Dip PFS R03
Personal Taxation
Dip PFS R04
Pension & Retirement Planning