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
Pensions Update
R08
PFE (PIP)
Investment Planning