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 January 2022.
I have been in the Financial Services industry since 2018 after making a career move from corporate finance, because I always wanted to work with private clients. During my time within the industry, I have gained exposure to various pension and investment solutions, whilst gaining technical knowledge within these areas. I have also completed the Diploma in Regulated Financial Planning Level 4 Qualification and aim to work towards Chartered Status.
I am happily married with two children. In my spare time I enjoy going to the gym, travelling and spending time with my family and friends. I have also been a Leicester City supporter since childhood, and enjoy going to matches, whenever I can.
Qualifications:
Business & Management
De Montfort University
BA (Hons)
Financial Services, Regulation & Ethics
Dip PFS
R01
Investment Principles & Risk
Dip PFS
R02
Personal Taxation
Dip PFS
R03
Pensions & Retirement Planning
Dip PFS
R04
Financial Protection
Dip PFS
R05
Financial Planning Practice
Dip PFS
R06
Practical Investment Planning
Investment
Planning