About PSG Financial Consultants

PSG Financial Consultants is an independent firm based in Norwich, offering a range of financial services.

Paul Goode

Paul Goode

Director / Advisor

CeMAP CeRER

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Dan Crabb

Dan Crabb

Director/Advisor

CeMAP CeRER

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Helen Earl

Helen Earl

Director/Head of Operations

CeMAP CeRER

Tim Beardmore

Tim Beardmore

Advisor

CeMAP CeRER

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Tess Morley

Tess Morley

Partnership

Manager

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Jason Sweeney

Jason Sweeney

Advisor

Cert CII (MP)

John Sale

John Sale

Advisor

Cert CII (MP)

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Will Baird

Will Baird

Advisor

CeMAP CeRER

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Megan Cologne

Megan Cologne

Advisor

CeMAP CeRER

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Katie Olma

Katie Olma

Protection Specialist

Cert CII

Leyannder Frost

Leyannder Frost

Administrator

Jake Wharton

Jake Wharton

Administrator

Who Are we?


  • We are independent advisors, fully approved and regulated by the FCA (Financial Conduct Authority).
  • We are proud to have been presented with an award in the ‘Mortgage Broker of the Year’ category at the Moneyfacts Awards 2023
  • We continue to grow our business through client endorsements and referrals

Our Core Values


Our business operates under the following set of core values:

  • Integrity & honesty
  • Fair value
  • The right customer outcomes

What we do


We provide the following range of services which are tailored to meet the individual needs of our clients:

How do we work


We build long standing client relationships, growing the business through referrals, by:

  • Listening and taking care to gain a full understanding of our clients’ circumstances and what they are seeking to achieve.
  • Assessing current and future risks and opportunities for our clients.
  • Delivering our advice and services in the agreed timescales, whilst working unremittingly to ensure the journey to reaching the desired outcome is smooth, stress free and tailored to customers individual needs.

Achieving the best possible customer outcomes

We understand that everyone’s personal circumstances are different. We will offer support throughout the advice process, adapting our approach where required. Where we feel that it could be beneficial to do so, we can direct customers to external support. Our aim is to give every customer the best possible journey, resulting in the right outcome for their individual needs.