Glen was very professional and clear in explaining the entire process with my pension advice.....i would like to say also Teresa kept me informed every step of the way.
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Scopri cosa dicono le persone
PSA Financial Services have saved my family from losing substantial sums of money in the last ten years. Other financial advisers have lost me personally many thousands of pounds, unlike PSA. The gain... Leggi di più
I'm just entering my third year with Ravi as my pensions adviser. He's helped me consolidate my portfolio and gives no pressure advice. He answers my messages if I have any questions or concerns and I... Leggi di più
My brother visited Glen who he has his private pension with (PSA Finance Services LTD) to find out how best to use his private pension, Glen was extremely helpful and supportive and explained every... Leggi di più
Dettagli dell'azienda
Scritti dall'azienda
We are a firm of Independent Financial Advisers based in Leicestershire, offering specialist financial planning in all areas, ranging from investment advice, retirement, estate and inheritance tax planning, mortgages and equity release, long term care planning, and family and income protection. With over 35 years of experience and managing over £500m of client money, we provide a holistic financial planning service, and pride ourselves in offering loyalty and long-lasting trusted relationships
Informazioni di contatto
PSA House , LE8 4BY, Blaby, Regno Unito
- 0116 299 3000
- bmorris@psafinacial.co.uk
- psafinancial.co.uk
Professional friendly advice
Glen was very polite with straight forward
advise, took as much time as needed to explain all the advice given and was such a relief to get my finances in place. The company support team were helpful and kept me informed all through the process, very professional would not hesitate to recommend. John, Cambridge
Excellent service
As i am due to retire very soon i started doing some research into where to invest my pension funds, i was recommended to consider contacting PSA by a work colleague who himself has been with PSA for many years & has been extremely happy with their service & returns on his investments. I was put in touch with Glen Coleman who from day one has given me good honest advice as to where to invest my pension, he ran me through the whole process very smoothly so i understood every part of the plan.
I would trust Glen 100% & would wholeheartedly recommend him to anyone as he is a steadfast type of guy who is easy to liaise with & is quick to respond if you have any issues or concerns. I myself have already passed his name on to family & friends
Glen Coleman has been nothing but…
Glen Coleman has been nothing but amazing helping me sort out all my finances after losing both my parents. Going above and beyond to help me understand everything and working out ways for me to be able to live independently. I couldn’t recommend the company services enough.
Exceptional service from Ravi and the team.
I finally decided that it was time to seek assistance with sorting my pensions and chose PSA as it is local to me. From the moment I stepped through the doors the team could not do enough for me. I am not a computer literate person but Ravi and the team guided me through this process seamlessly and made me feel at ease with every step of the way. Clear and full explanations provided and if I was ever unsure or questioned anything this was then explained further which put my mind at ease. Ravi had exceptional customer service and was very thorough while reviewing all paperwork provided and advising the different options I could take. I also noticed that Paul who I believe is the owner of the company took the time to go out of his way to also ensure that Ravi and the team was looking after me and I was happy with the service I was being provided. I would highly recommend this company to anyone especially people who may have had a box full of letters from the past 30 years regarding their pensions and no idea where to start or how to take the first steps into retirement.
Investing mums funds
We used PSA to invest our mother’s funds from selling her bungalow and the service we received was absolutely brilliant. Ravi was helpful, communicative and fabulously responsive. We’d recommend them to anyone.
Excellent service
Karen at PSA has been an excellent mortgage advisor and has found us the best rate, while sorting everything for us and making it stress-free. She has also been very patient with us while it has taken us a little time to complete on our house purchase. Thank you Karen!
Bespoke support…
As a recently newcomer to financial advise services I have appreciated the way Glen at PSA has reviewed my situation and listened to my preferences. He has identified suitable investment opportunities and supported me to achieve my objectives. Much appreciated.
Financial advisor for pensions
Ravi is an excellent professional financial advisor.just gives you very good advice and explained in detail for my pension fund.
I would highly recommend Ravi as an advisor for any type of financial advise
Excellent experience. We needed help with our finances as my…
We needed help with our finances with a number of pensions and not a lot of knowledge on how to get the best from them! We were recommended PSA by a friend who uses them and we are so glad we took the step. Ravi contacted us very early on after an initial appointment with another colleague who had retired. Ravi came to our house one evening and spent a couple of hours going through paperwork and ensuring he understood our requirements. Since then he has been in regular contact with any updates or information to help us get the best from our finances while also ensuring we understand and are comfortable with our decisions, no rushed appointments. He has great knowledge of the products but also understands the importance of building a trusting, long term relationship with you while remaining professional. Ravi was also able to put us in contact with other colleagues for mortgage and will advice and based on our experience so far we look forward to dealing with PSA on broader level.
Ravi gives excellent and understandable…
Ravi gives excellent and understandable advice. Does not try to preach to you about what is best , just gives sound advice and guidance.
Excellent service
Great Financial Advice with a Human Touch
Ravi has always given great financial advice over the many years I have been dealing with him. He is always very approachable, which is a rare thing in these days of faceless corporate management. He is always available to explain even the smallest detail in laymans terms so I can make informed decisions with regard to my finances.
I would definitely recommend Ravi if you need financial advice, especially on pension investments.
Great advice from Daniel
We have been working with Daniel for a few years now on our pensions and other savings/investments. Can't fault the service we get and would recommend him to anyone.
Go for it…
Glenn understood my requirements immediately. His communication and persona was great. He was able to calculate with fair accuracy the numbers on my return and gave valuable tax advice. I would say that without his expertise it would have been a different navigation.
Really pleased with the support that…
Really pleased with the support that Dan has been able to provide as I hurtle towards retirement. Great clear advice and very very responsive to queries or guidance. Dan along with assistant Victoria, have given me peace of mind in supported my objective of achieving a worry free retirement,
Ravi as always been friendly punctual…
Ravi as always been friendly punctual more than helpful quick to reply and we no he as our best interests at heart a genuine man you no you can trust thank you Ravi
PSA and Ravi make a great team to provide advice and support
We have been a client of PSA for a couple of years now regarding both our retirement plans to access our pensions.
Ravi has been brilliant to pull all our pensions together and he always provides clear advice for our future finance management. He is very knowledgeable and easily contactable, and very quick to respond on any follow up questions we have to clarify answers that help stop our confusion! We would highly recommend Ravi as a pensions advisor to our friends, family, and others who may read this positive review.
I'm just entering my third year with…
I'm just entering my third year with Ravi as my pensions adviser. He's helped me consolidate my portfolio and gives no pressure advice. He answers my messages if I have any questions or concerns and I feel he genuinely has my best interest at the heart of his advice. He's always friendly and helpful and will go the extra mile to make sure I fully understand the pros and cons of the recommendations he makes.
Great service from PSA and Glen
Great service from PSA and Glen
Highly recommend
Clear, uncomplicated pension advice
I have been a client of PSA for just over a year, having been recommended to contact them by a family member regarding my pension. Ravi has helped de-mistify pensions for me, providing clear, uncomplicated advice and financial planning for my future. He is knowledge and is easily contactable with any follow up questions. I would highly recommend Ravi as a pensions advisor.
Pension Advisers
Needing pension advice PSA financial services were recommended to me. Glen Coleman has been my advisor for three years and I can not thank him enough for all his hard work and dedication. I would highly recommend Glen and PSA to anyone.
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