Meet the Team

I started the company in 1992, having previously worked in the industry since 1986. Before starting the company, I worked for various major financial companies such as Prudential and Standard Life.

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I hold Diploma status from the Chartered Insurance Institute and have extensive experience of all aspects of financial advice, but I am especially interested in Retirement Planning, Life and Business Protection Insurance, Mortgage Financing, and Taxation & Trusts.

I am the proud parent of 7 children, who are taught the value of hard work through gainful employment in the firm as they grow up.

My personal interests include sport and outdoor pursuits. I am also an active volunteer and lay minister in a local church and a prison Chaplin.

I have been working for PSA Financial Services Ltd since 2010 and I am a fully qualified Adviser specialising in Pensions, Investment, Taxations and Financial and Retirement Planning.

In addition to holding Financial Services Qualifications, I am a proud recipient of my Mathematics with Management (BSc) degree from Leicester University and I am also a part qualified Accountant (ACCA).

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I thoroughly enjoy my job, and the most appreciated skills made known to me by my clients are my attention to detail, excellent listening skills, and great empathy.

I am happily married with two children. In my spare time I like to go running and spending quality time with my family.

I have been working for PSA Financial Services Ltd since 2011 and am a fully qualified Chartered Financial Adviser.

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I graduated from the University of Leicester with a first-class honours degree in Business Economics. I hold the Advanced Diploma in Financial Planning and hold the most recent pension transfers qualification.

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While building up my expertise in all areas of Financial Planning, I am drawing on my experience in Economics. My particular interests are Investment Strategy and Behaviour and I specialise in Pensions, Investments and Estate Planning.

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I am happily married, a proud father to triplet and twin boys, and am an active member of my local church. In my spare time I like to play football.

I started working at PSA Financial Services Ltd in 2003 in an administrative role and have progressively taken on more responsibilities. I passed my first Financial Planning exam in 2008.

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After graduating from Durham University with a degree in Physics, I have been applying the analytical and mathematical skills I developed into my role as a fully qualified Independent Financial Adviser.

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I specialise in Pensions, Investments, Life & Critical Illness Insurance, Estate and Inheritance Tax Planning, as well as Ethical Investments.

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Outside of work I enjoy playing badminton, basketball, table tennis, socialising with friends and reading.

I am a fully qualified Financial Adviser having worked for PSA Financial Services Ltd since 2016.

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In addition to my Financial Services qualifications, I hold a Master’s Degree in Physics from the University of Birmingham from which I graduated in 2014.

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I really enjoy the problem-solving aspect of my job; I get to know a client’s situation and objectives and then use my expertise to create the right plan for them. A high degree of job satisfaction is gained from knowing that I have put a client in a better position, leaving them feeling reassured and happy with our service.

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I am married with four children and in my occasional spare time I enjoy travelling, reading and cooking.

I joined PSA Financial Services Ltd in 2019, having worked within Financial Services since 2006, performing various roles. The biggest part of my career was spent at Fairstone Financial Management.

I am a fully qualified Financial Adviser, achieving my qualifications via the Chartered Insurance Institute. I assist my clients with all aspects of their Financial Planning including, Retirement Planning, Investment, Tax Planning, Life Assurance and Mortgages.

I thoroughly enjoy what I do, and hold the mantra that ‘my clients come first at all times’, always making sure everything remains suitable for them on an ongoing basis.

Outside of working, I enjoy exercise, watching Leicester City, attending car events and socialising with friends and family.

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I have been with PSA Financial Services Ltd since 2009. I started as an administrator, before moving into the Paraplanning department as part of my development, and ultimately becoming an adviser; this career path has enabled me to gain knowledge and experience in a working ‘real world’ environment, whilst studying and obtaining the qualifications needed so I can provide Financial Advice.

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I graduated with a First Class Honours degree in Psychology from De Montfort University and I also hold the Diploma in Regulated Financial Planning. I am currently working towards holding chartered status. I enjoy using the analytical experience that I have gained to formulate plans that help my clients reach their financial needs and objectives. I specialise in various areas of Financial Planning including Pensions, Investments, Mortgages and Protection.  

I am happily married with three children. I am an active member of my local church and in my spare time I enjoy playing badminton, table tennis, playing the piano and spending quality time with my family.

I am a fully qualified Financial Adviser and have worked for PSA Financial Services Ltd since 2020, having previously worked for a large national wealth management company.

I graduated from De Montfort University with a First-Class Honours degree in Business and Management.

My true passion comes from connecting with individuals and helping them achieve long-term financial goals through Pension, Investment, and Retirement Planning. I am also seeking to improve myself by studying toward chartered status.

I am happily married with two children and in my (limited) spare time enjoy reading and football.

I joined PSA Financial Services Ltd in 2020 as their Senior Mortgage Adviser. I am a fully qualified Financial Adviser, specialising in Mortgages, Equity Release and Protection.

Buying a house is one of the biggest financial commitments most people undertake, and I pride myself in guiding my clients along this journey. My favourite part of the role is getting to know my clients and finding the correct solution for their financial needs.

I am happily married with two adult daughters and a rescue dog. In my spare time, I enjoy watching Arsenal play football, baking and photography.

I joined PSA Financial Services 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.  

I joined PSA Financial Services Ltd in 2022, having worked in the financial services industry for most of my career. This has included many years in commercial banking covering various roles, followed by five years working abroad as a Financial Adviser based in Rio de Janeiro, Brazil, where I was providing advice to expatriated individuals and families.

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I am fully qualified as a Financial Adviser, holding the Chartered Insurance Institute’s’ Diploma in Regulated Financial Planning, and also hold the Practical Investment Planning qualification.

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Outside of work I enjoy sports, chess and travelling. My travels have included eleven months in South America, backpacking in Europe, and I have also spent time reading philosophy in Chiang Mai.

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.

I am a qualified Independent Financial Adviser joining PSA Financial Services in September 2021 after graduating from Loughborough University with a Master of Physics (MPhys). I have transitioned through the various departments whilst completing my level 4 Diploma in Regulated Financial Planning.

During my time in the industry thus far, I have gained valuable experience that helps me combine by analytical and research skills, which I developed at university, with my financial knowledge and interpersonal expertise. This allows me to see my clients’ situations from various perspectives to tailor a financial plan specific and suitable for them. My motivation is ensuring my clients have all areas of their finances taken care of. From pensions, personal insurance and investments, all the way through to retirement and inheritance tax planning.

I am happily married, active in my local church and enjoy all sport. I currently play golf and am a member of a badminton team that participates in Rugby and Leicestershire leagues.

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.
 
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, discovering new places.