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 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.

Qualifications:

Mathematics with Management

Leicester University

BSc

Financial Services, Regulation & Ethics

Dip PFS

R01

Investment Principle & 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

Mortgage Advice & Equity Release

Cert CII (MP & ER)

Pensions Transfers

AF7

Long Term Care

CF8

Pensions Update

R08