PSA (Financial Services) Ltd

1 The Parade, Needham Avenue, Glen Parva, Leicester, LE2 9JW

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PSA (Financial Services) Ltd is authorised and regulated by the Financial Conduct Authority 231108

PSA (Financial Services) Ltd is registered in England and Wales company number 3934365

Paul Smith Associates is a trading name of PSA (Financial Services) Ltd

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Our people are very important to us, they are here to make certain we provide you with the best possible professional financial advice. You can find out more about each of our colleagues using the buttons below:

 

Managing Director

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

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 and I am also an active volunteer and lay preacher in a local church.

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Independent Financial Adviser

I have been involved in the Financial Services industry since 1980, having previously worked for Prudential, Standard Life and AXA. I joined PSA in 2001. My qualifications include a Degree in Economics from University of Warwick and a Diploma in Financial Planning.
 
Long Term Care planning is my specialist area, I have helped many clients meet the challenges that ageing presents and formed strong relationships with many local care sector groups. As an Independent Mortgage Adviser, I have also helped thousands of families to buy their homes. I can also assist clients with their retirement and investment planning requirements.

My Wife, Suzanne, and I enjoy fostering children and have fostered many local children in our home. We have 5 children ranging in age from 29 to a 1 year old.  I'm a regular BBC broadcaster, a Leicester City season ticket holder, and an active member of my local church; I served as a missionary for my church in the early 80s.

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Independent Financial Adviser

I have been working for PSA Financial since 2010 and I am a fully qualified advisor 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).

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 a young daughter. In my spare time I like to go running and spending quality time with my family.

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Independent Financial Adviser

I have been working for PSA (Financial Services) Ltd since 2011 and am a fully qualified Financial Adviser, currently working towards chartered status.

I graduated from the University of Leicester with a first-class degree in Business Economics, have a Diploma in Financial Planning and hold the most recent Pension Transfers qualification.

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 behavior and I specialise in Pensions, Investments and Estate planning.

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

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Independent Financial Adviser

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.

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

I specialise in Pensions, Investments, Life & Critical Illness Insurance, Estate and Inheritance tax planning as well as Ethical Investments. I hold the most recent Pension Transfers qualification, AF7, which allows the transfer of Defined Benefit pensions.

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

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Independent Financial Adviser

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

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.

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.

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

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 Independent Financial Adviser 

Ravinder Gill PSA (Financial Services) Ltd

I joined PSA (Financial Services) Ltd at the beginning of 2018. Since then I have gained experience in all departments within the company to secure a deeper understanding of the industry.

Prior to joining PSA, I graduated from De Montfort University with first class honours, as a Bachelor of Science, in Economics and Finance. During my degree course I fulfilled a one year placement at the HM treasury.

Having achieved the Diploma, I am now building experience whilst also studying towards achieving Chartered Status.

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Independent Financial Adviser 

Matt Baker PSA (Financial Services) Ltd

I have been with PSA (Financial Services) Ltd since the start of 2018. In my time here I have gained experience throughout the business in various departments, to establish an extensive understanding of the industry. Prior to this I worked within the Finance sector for 5 years.

 

I hold a BA Hons degree in Business Management: Finance from York St John University.

My particular interests are Tax, Estate Planning, Pensions and Investment.

Matt Baker PSA (Financial Services) Ltd
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Independent Financial Adviser 

Lauren Herrick  - PSA (Financial Service

As a qualified Adviser, I assist my clients with all aspects of their financial planning, whether it be pensions, investments, mortgages or protecting their families. I pride myself on the quality of service that I give, being contactable at all times for my clients.

 

We all know that financial queries don't just arise during office hours and as a result of that, I am always on the end of the phone. Although my clients do understand that there may be a short delay in responding if I'm at Elland Road watching the football!

 

I love what I do, and looking after my clients is my passion. I work with my clients to ensure that everything remains suitable on an ongoing basis, and I am always available to them should any questions arise. Please feel free to contact me for an initial chat to see if I can help you make your financial life that bit easier.

Lauren Herrick  - PSA (Financial Service
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Trainee Financial Adviser

I have been with PSA (Financial Services) Ltd since 2009 as an administrator, progressively taking on more responsibilities.

 

Since graduating with a First Class (Honours) degree in Psychology from De Montfort University, I am studying for the Diploma in Regulated Financial Planning.

 

I am happily married with a young son and another baby on the way.

 

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.

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Operations Manager

I joined PSA Financial Services in 2019 as Operations Manager. My previous work experience has been managing people and processes. I owned and ran my own business for several years before moving to Papua New Guinea with my wife to work as missionaries for our church.


My wife and I enjoy spending time with our four children and their spouses and our 12 grandchildren.

 

Compliance Manager

Having been involved in the Banking and Financial Services Industry for over 40 years, I have been with PSA (Financial Services) Ltd since 2009. My past experience includes working for well-known financial sector names such as the Bank of Scotland in Scotland and London, AMP Pearl, Britannic Assurance and AXA in the Midlands.

 

I hold Chartered Banker and Professional Mortgage Adviser status and in addition to holding the Financial Services Diploma I am also qualified in Long Term Care and Equity Release.

Trainee Compliance Manager

I graduated from the University of Leicester with a first-class degree in Banking and Finance.

 

After graduating, I worked for Santander in the Credit Risk department working with both the US and UK sides of their business thus growing my general experience of financial services.

 

My role within PSA (Financial Services) Ltd in Compliance requires an eye for detail and problem solving, further building on my financial services expertise.

 

I am currently working towards the Diploma in Regulated Financial Planning.

 

Paraplanning Manager

I have extensive experience in the financial industry, having worked in financial services since 1997 and have been with PSA (Financial Services) Ltd since 2018.

After graduating from the University of Sheffield in 1996, I went on to gain the diploma in financial planning.

 

I specialise in product research and suitability report writing.

Paraplanner

I joined PSA (Financial Services) Ltd in 2016 as part of the admin team and am currently studying towards the diploma in financial planning.
 
After obtaining a degree in Law and Business at the University of Lincoln, I gained financial experience in banking for 3 years before joining PSA.

I am now a Paraplanner and specialise in policy research, analysis, reporting and remuneration.

Paraplanner

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 currently studying towards the Diploma in financial planning.

 

My specialties are policy research, analysis and suitability report writing.

Paraplanner

I joined PSA (Financial Services) in July 2019, having worked within financial services since 2015, predominately in Mortgage services.

 

I am currently a member of the CII Society of Mortgage Professionals, Personal Finance Society and the Chartered Banker Institute. In the coming months I will be completing the Diploma in Regulated Financial Planning whilst developing role specific knowledge with the support of the PSA team.

Trainee Paraplanner

I joined PSA (Financial Services) Ltd at the beginning of 2019 and am currently studying for the Diploma in Regulated Financial Planning.

 

Prior to joining PSA, I gained a Master’s Degree from De Montfort University in MSc Global Finance and Investment and a First Class Honours Degree in Business Management and Finance.

 

In my spare time, I do boxing, because it is a sport that I have had an interest in from a very young age.

 

HR Manager

Having joined PSA (Financial Services) Ltd in September 2013, I work alongside Paul Smith, Managing Director, assisting him with his clients and deal with the administration side of things at PSA.

I am responsible for the Human Resources within the Business.  My qualifications cover business, finance and administration, as well as personnel practice.  My experience in these fields covers numerous years.

Senior Administrator

I joined PSA (Financial Services) Ltd in 2009 as Senior Administrator, having worked for Berkeley Burke and Beckett Financial Services. 

My qualifications cover business finance and administration.

 

My duties are varied assisting the Director, Consultants and Compliance Department.  I also provide a range of administrative and support services for all members of staff.

Administrator

I joined PSA (Financial Services) Ltd in October 1998 with my background in Financial Services, having previously worked at Prudential and Britannic.  

 

My main role and responsibilities at PSA are in Administration, including ensuring the smooth process of mortgage, home and commercial insurance applications. My responsibilities also include overseeing the Office IT requirements and providing support to our team of Financial Advisers.

Administrator

I joined PSA (Financial Services) Ltd in February 2019 having worked in the Financial Services Industry since 1995, predominantly within Discretionary Fund Management, and more recently Self Invested Personal Pensions.

 

My qualifications include the Financial Planning Certificate I, II, and III and my role at PSA covers administrative support to the Consultants and Director.

Administrator

I have been with PSA (Financial Services) Ltd since 2013. I work as an administrator.

I specialise in policy research, report writing, spreadsheets, file preparation and distribution of correspondence.