Independent Financial Adviser
I joined PSA Financial Services Ltd in 2022, and specialise in Retirement, Investment and Financial Protection Planning, with the aim of helping our clients achieve their personal and business financial goals. I have extensive finance and accounting experience, gained through my educational background and professional career.
I currently live in Warwickshire but travel throughout the country looking after my clients. I consider myself to be exceptionally disciplined, with everything precisely planned – ensuring that both clients aims, and my personal goals are met with ease.
In my spare time I invest in self-improvement, learning the German language (I am also fluent in Lithuanian), am a keen fitness enthusiast, and an accomplished mixed martial artist.
Qualifications
BA (Hons)
Coventry University
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Accounting 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
Dip PFS R05
Financial Protection
Dip PFS R06
Financial Planning Practice
Cert CII
(MP )
Mortgage Advice
PFE (PIP)
Investment Planning