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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

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