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  11. PSA Financial Services Ltd

PSA Financial Services Ltd

Independent Financial Adviser  PSA house, Blaby, LE8 4BY
First meeting at adviser's own cost
Call us to book your free initial consultation.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Long term care
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 23rd May 2022
Meet our advisers
Mr Daniel Smith
IFA

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This exam accesses understanding of the financial services industry including regulation and legislation.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Certified Financial Planner
What our clients say
We were very impressed with Clive. He was patient, clear and knowledgeable. Delighted with the service offered.
Mrs S, Coventry
It made a stressful and difficult situation a much more positive experience. In fact it turned around our attitude for money.
Mr & Mrs B, Leicestershire
Jonathan was prompt, professional and courteous. He also had an empathy towards the importance of these investments to us. No improvement that I could suggest.
Mr W, Rugby
I am happy with the service I received. Everybody was so friendly and helpful.
Mrs K, Blaby
About us

We are a firm of Independent Financial Advisers offering specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.

With over 25 years experience and managing over £280m of client money we provide a holistic financial planning service, and pride ourselves in offering loyalty and long-lasting trusting relationships.

We offer a personal service.
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Our services

We specialize in pensions, investments, insurance, inheritance tax planning and retirement planning.

Where to find us
Head office address: PSA house, 3 Rose Way, Blaby, LE8 4BY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 23rd May 2022

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