Raividas Jay Hons
Independent Financial Advisor @Psa Financial Services Ltd
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WORK HISTORY
Independent Financial Advisor @Psa Financial Services Ltd
Leicestershire, GB
As an Independent Financial Adviser I Am helping clients to reach their personal and business goals. My process includes detailed analysis of expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information.I give professional and strategic advice to my clients on - retirement planning, financial protection, investment planning, cash management, business protection and other aspects.Reviewing client accounts and plans on a regular basis to make sure it is in line with their objectives, as well as - economic changes, situational concerns, or financial performance necessitate changes in their plan.Analysing financial data received from clients to develop strategies for meeting clients\' financial goals.Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.Managing and updating client portfolios, contacting my clients proactively to make sure I keep meeting their objectives long term.
EDUCATION
Coventry University
Bachelor's degree, Accounting and Finance
ABOUT RAIVIDAS JAY HONS
As an Independent Financial Adviser I help people to achieve their personal financial goals. I specialise in Pension, Investment & Protection areas of advice. I work with people to whom I can offer my expertise about tax advantages & investment planning. Think you could benefit from second opinion? I offer no obligation financial consultation, and if I can\'t help you, I will certainly put you the right direction.RaviRaividas JayIndependent Financial AdvisorPSA Financial ServicesTel: 01•••99 r•••@psafinancial.co.ukMobile: 07•••••••63The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
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