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 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:
Accounting & Finance
Coventry 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
PFE (PIP)
Investment Planning
Cert CII (MP)
Mortgage Advice