Independent Financial Adviser
I am a fully qualified Financial Adviser, having worked for PSA Financial Services Ltd since 2016. Prior to working in financial services I obtained a master’s degree in physics at the University of Birmingham and worked in medical physics in the NHS.
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What I love most about my job is the problem-solving aspect. I take the time to understand each client’s unique situation and objectives, and then leverage my expertise to develop the right financial plan for them. There’s nothing more satisfying than knowing I’ve put a client in a better position, leaving them feeling reassured and confident about the future.
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Outside of work, I am married with four young children. In my very occasional spare time, I enjoy playing guitar, reading, and cooking.
Qualifications
MSci (hons)
Univesity of Birmingham
Physics
Dip PFS R01
Financial Services, Regulation & Ethics
Dip PFS R02
Investment
Principles & Risk
Dip PFS R03
Personal Taxation
Dip PFS R04
Pension & Retirement Planning
Dip PFS R05
Financial Protection
Dip PFS R06
Financial Planning Practice
Cert CII
(MP &ER)
Mortgage Advice & Equity Release
AF7
Pension Transfer
AF5
Financial Planning Process