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:
Sales & Development Manager
Dip PFS CertSMP (ER) CCIB
I joined PSA (Financial Services) in 2019, having previously worked extensively within the financial services industry. I am currently a member of the CII Society of Mortgage Professionals, Personal Finance Society, and the Chartered Banker Institute.
As Sales & Development Manager – a role which forms part of the Senior Management team – I have over-arching responsibility for our family of Financial Planners and Mortgage Advisers. At PSA, we foster a highly professionally progressive, functional operation, within a friendly, ethically prioritised environment, founded on a company ethos entirely focused on client needs and satisfaction, predicated on achieving best possible outcomes on an ongoing business relationship.
I’m a family man with two teenage children. Outside work I enjoy keeping fit and I also like to travel.
Human Resources 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.
I started at PSA (Financial Services) Ltd in December 2020. I have an MSc in Accounting and BSc in Accounting and Finance. I also intend to complete my ACCA certification.
I am the Financial Controller for PSA and the purpose of my job is to ensure that the company’s data is accurately recorded and reported according to the FCA guidelines.