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, LE4 8BD
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.
At MB Capital we offer Friendly Independent pension and investment advice. Face to Face meetings at your Home, with the Initial meeting at No cost, and No obligation.
Financial, Investment and Pension Health checks
We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
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