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:
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.
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 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 the University of Warwick and a Diploma in Financial Planning.
Long Term Care planning is my specialist area and I have helped many clients meet the challenges that ageing presents. I currently sit as Chairman of CLASP (a local independent care charity). As an Independent Mortgage Adviser, I have helped thousands of families buy homes. I also assist clients with their retirement and investment planning requirements.
My Wife and I have 5 children of our own, ranging from a cheeky youngster, through to adulthood. For many years we have also enjoyed fostering children locally, and consider ourselves as one big family.
I regularly watch Leicester City and I am a season ticket holder. I am an active member of my local church, including serving as a missionary in the early 80s in Ohio, USA.
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).
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 Financial Adviser, currently working towards chartered status.
I graduated from the University of Leicester with a first-class honours degree in Business Economics. I 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 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.
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.
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.
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.
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.
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.
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.
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.
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 and Protection.
I am happily married with two 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 one child and another on the way 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 in 2021 as a fully qualified Independent Financial Adviser, having previously worked within Insurance and Accounting before entering the Financial Services sector in 2018. I have worked within various departments of the Financial Planning process and have both practical and technical knowledge in key areas such as Pensions, Investments, Tax and Protection.
I look to work with my clients as a Financial Planner, incorporating a holistic approach to advice in order to make, shape and implement plans for your long-term goals.
Having achieved my Diploma in Regulated Financial Planning, I am now studying towards achieving chartered status and in my spare time I enjoy learning languages and have recently piqued an interest in chess.