Independent Financial Adviser
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.
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After graduating from Durham University with a degree in Physics, I have been applying the analytical and mathematical skills I developed into my role as a fully qualified Independent Financial Adviser.
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I specialise in Pensions, Investments, Life & Critical Illness Insurance, Estate and Inheritance tax planning as well as Ethical Investments.
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Outside of work I enjoy playing badminton, basketball, table tennis, socialising with friends and reading.
Qualifications
BSc (hons)
Durham Univesity
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
AF7
Pension Transfer
PFE (PIP)
Investment Planning