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Kaylan Holmes

I hold a degree in Economics and Finance from De Montfort University and began my professional journey on the PSA Trainee Adviser Scheme. This program provided me with invaluable experience across various areas of the business, allowing me to develop a diverse skill set. However, my expertise lies in investments.

As a fully qualified financial adviser, accredited through the Chartered Insurance Institute, I am committed to delivering clear and concise advice tailored to help clients achieve their financial goals. My previous experience in banking has reinforced the importance of effective communication and client-focused solutions. I am currently working towards achieving Chartered status to further enhance my professional qualifications.

Outside of work, I am an avid car enthusiast and a passionate follower of the Formula 1 season. I also enjoy maintaining an active lifestyle as a regular gym-goer.

07366 389 087

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

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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