I have been with PSA (Financial Services) Ltd since 2009. I started as an administrator, before moving into the Paraplanning department as part of my development, and ultimately becoming an adviser; this career path has enabled me to gain knowledge and experience in a working ‘real world’ environment, whilst studying and obtaining the qualifications needed so I can provide financial advice.
My speciality is in pensions and investments.
Where to find us
Head office address: PSA house 3 Rose way, Blaby, S40 1XJ
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
Contact our award winning team for friendly advice and guidance for all your current and future financial needs. We are a dynamic, modern company who offer face to face or remote consultations -online/Telephone
Best Private Client Tax Practice - Tolley's Taxation Awards 2020.
Est in 1890, we are Chartered Financial Planners providing independent, financial advice to individuals, businesses and trustees. Helping them create, manage and preserve their wealth.
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