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.
Trainee Independent Financial Adviser
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.
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, discovering new places.
Qualifications:
Investment Management
Certificate
IMC
BSc
(Hons)
Economics and
Finance
Financial Services, Regulation & Ethics
Dip PFS
R01
Investment Principles & Risk
Dip PFS
R02
Personal Taxation
Dip PFS
R03
Pensions & Retirement Planning
Dip PFS
R04