Secure Your Financial Future with Expert Guidance
We are a firm of Independent Financial Advisers based in Leicestershire, 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 35 years of experience and managing over 300 million of client money, we provide a holistic financial planning service, and pride ourselves in offering loyalty and long-lasting trusting relationships.
Our Story
Paul Smith, Managing Director, Founder & CEO, has drawn on his extensive industry experience gained with major financial companies such as the Prudential and Standard Life. His wife, Lesley, has experience in financial management, and together they founded Paul Smith Associates in the early 1990s. The firm has since grown and expanded, incorporating in the year 2000, and continues to grow its loyal client base and wealth of experience year on year.
Meet the Team
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Our team of experts includes:
- Paul Smith, Managing Director, Founder & CEO
- Neeraj Sood, Independent Financial Adviser
- Jonathan Shenton, Independent Financial Adviser
- Daniel Smith, Independent Financial Adviser
- Alex Glenn, Independent Financial Adviser
- Glen Coleman, Independent Financial Adviser
- George Smith, Independent Financial Adviser
- Elliott Conteh, Independent Financial Adviser
- Raividas Jay, Independent Financial Adviser
- Ethan Griffiths, Independent Financial Adviser
- Kaylan Holmes, Trainee Independent Financial Adviser
- Eden Moreton, Trainee Independent Financial Adviser
- Harry Barnes, Trainee Independent Financial Adviser
Each of our colleagues is dedicated to providing you with the best possible professional financial advice. You can find out more about each of our colleagues and our team by using the buttons below.
Services
Our services include:
- Retirement & Pension Planning: Maximize your income potential and safeguard your retirement with expert guidance.
- Long Term Care: Secure your future with our tailored pension plans.
- Estate Planning: Ensure the safe passage of your wealth to future generations.
- Investments & Savings: Navigating through the array of savings and investments options can be overwhelming. We can guide you in pinpointing the best fit for your financial goals and circumstances.
- Mortgages: A mortgage is a significant decision. We'll do the research and handle the paperwork, easing your stress.
- Family Health & Income Protection: If you were unable to work due to illness, could you enjoy the same lifestyle? If you passed away unexpectedly, would your family be able to cope financially?
Testimonials
Discover what our clients have to say about their experience with us. Read our testimonials for valuable insights.
Frequently Asked Questions
Find answers to all of our most frequently asked questions here. If you can not locate an answer to your question, then please do contact us.
Contact Us
Please feel free to contact us at your earliest convenience to discuss your financial planning needs. We would be delighted to assist you in securing your financial future.
Excellent Service
PSA Financial Services has received numerous glowing reviews from satisfied customers. Many have praised the company's prompt, professional, and organized service. Clients have expressed gratitude for their financial advisors' knowledge, expertise, and ability to meet their individual needs.
Personal Touch
Reviewers have highlighted the importance of a personal touch, with many praising the company's approachable and personable advisors. The office is also described as beautiful, creating a welcoming atmosphere for clients.
Reliability and Trust
PSA Financial Services has been trusted by customers with their financial needs, including mortgages, life insurance, pensions, and investments. The company's reputation as a reputable and local firm has earned it a strong reputation among its clients.
Difficulty and Disappointment
However, not all reviews have been positive. Several customers have expressed disappointment and frustration with the company's service. Some have reported difficulty accessing their accounts, issues with customer service, and unprofessional behavior.
Technical Issues and Fees
Some reviewers have highlighted technical issues with the company's online system, leading to frustration and wasted time. Others have been upset by unexpected fees and charges.
