Empowering Your Financial Future, One Relationship at a Time
Who We Are
At PSA Financial Services, we are a trusted and experienced firm of Independent Financial Advisers, based in Leicestershire. With over 35 years of expertise and managing over 300 million of client assets, we pride ourselves on providing a holistic financial planning service and fostering long-lasting, trusting relationships with our clients. Our team of specialists has a wealth of knowledge and expertise in all aspects of financial planning, from investment advice to retirement planning, estate planning, long-term care planning, mortgage advice, and more.
Our Story
Our founder and CEO, Paul Smith, has drawn upon his extensive industry experience gained with major financial companies such as the Prudential and Standard Life. With his wife, Lesley, who has experience in financial management, they combined their skills to build a robust process-driven framework for the firm. This framework has enabled us to grow quickly and establish ourselves as a reputable and trusted financial advisory firm. Since incorporating in 2000, PSA Financial Services has continued to grow its loyal client base and wealth of experience year on year.
Meet Our Team
At PSA Financial Services, our people are our greatest asset. We take pride in recruiting and nurturing talented professionals who are dedicated to delivering exceptional service and expert financial advice to our clients. You can learn more about each of our colleagues by clicking on their profiles below.
Our Services
We offer a comprehensive range of financial services, including:
Retirement and Pension Planning: We help you build a secure retirement, ensuring you can enjoy your golden years with financial peace of mind.
Long Term Care: We provide guidance on how to plan for the unexpected, ensuring your loved ones are protected and cared for.
Estate Planning: Our experts help you put in place a comprehensive estate plan, ensuring the distribution of your assets according to your wishes.
Investments and Savings: We navigate the array of investment options to identify the most suitable opportunities for your financial goals and risk tolerance.
Mortgages and Equity Release: Our experts will guide you through the mortgage application process, ensuring you secure the best possible deal.
Family Health and Income Protection: We help you protect your loved ones by providing guidance on income protection and critical illness cover.
Our Expertise
At PSA Financial Services, we have a team of highly qualified and experienced financial experts who are committed to delivering exceptional service and expert advice. Our team has the necessary qualifications, including Dip PFS, CeMap, and Cert CII (MP & ER), to name a few. We are dedicated to staying up-to-date with the latest industry developments and best practices to ensure our clients receive the most effective and personalized financial guidance.
Frequently Asked Questions
Visit our FAQs section to find answers to all of our most frequently asked questions. If you cannot locate an answer to your question, please do not hesitate to contact us.
Overall Experience
The majority of customers have reported an excellent experience with PSA Financial Services, praising their prompt, professional, and friendly service. Many have commended their advisors, such as George Smith and Ravi, for being knowledgeable, organized, and helpful in meeting their financial needs.
Positive Aspects
- Friendly and helpful staff
- Prompt and professional service
- Knowledgeable advisors
- Willingness to go the extra mile to meet clients' needs
- Beautiful office
Negative Aspects
- Some customers have reported poor experiences, including:
+ Mismanagement of pensions and lack of transparency
+ Unfair and excessive fees
+ Incompetent customer service
+ Difficulty in getting hold of staff and resolving issues
Specific Incidents
- One customer experienced a issue with their pension being moved to an unsuitable scheme, resulting in financial loss and a lengthy resolution process.
- Another customer was unhappy with the company's handling of a car return, including the issuance of unfair damages fees.
- Some customers have reported difficulties with online systems and customer service, including being directed to robots and experiencing software issues.
