Jatish Pindolia - Financial Planner Email and Phone Number
Thank you for viewing my profileI am passionate about helping you to realise your financial aspirations and helping you achieve them. My aim is to offer a bespoke wealth management service to you, which suits your needs and goals. The tailored service which I provide to you:★ Understanding you, your business and your goals.★ A dedicated consultant which designs and monitors your financial plan★ A financial planning service which is based on your financial goals.Following my degree in business management I started my career in the Financial Services industry and providing a superlative service.My clients include:✔ Medical professionals✔ Directors and Executives✔ High net worth✔ Contractors✔ Lawyers and Accountants✔ Investment BankersI have helped many clients with their financial goals ranging from investments, pensions, and protection. if you would like to find out more please visit http://www.lyfefs.comI am looking to help individuals with their financial aims and offer a financial plan aiming to meet their objectives, so please drop me a call or connect with me. I have been a coordinator for the local hospice charity and I have worked with them closely to raise money in events such as Jail and Bail and Christmas present wrapping. I also enjoy photography, playing golf and fitness.Approved by The Openwork Partnership on 22/01/2024
-
DirectorLyfe Fs Ltd Oct 2020 - PresentHarrow, England, United KingdomWe help private clients with there long term goals. We tailor our approach with every client and their situation. We believe in building a long term relationship with our clients make changes to financial plans as and when it is needed. Our objective is to provide a high standard of service to our clients. We believe the best approach to this is to provide Lyfestyle financial planning to our clients and there family. -
Wealth ManagerCapital Financial Consultants (Uk) Ltd Oct 2012 - Oct 2020Harrow, United KingdomAt Capital Financial Consultants (UK) Ltd, I provide Financial advice in areas such as: • Analysis and advice about your pensions and retirement planning. • Investments. We consider tax efficiency, asset allocation and attitude to risk ensuring that your portfolio matches your objectives.• Tax efficient and estate planning. We are committed to ensuring our clients financial plans are as tax efficient as possible.• Protection and life insurance. Protecting your income is often the most important element in your financial landscape.• Residential mortgages and buy-to-let mortgages for individuals who are looking to buy properties in the United Kingdom.• Home and landlords insurance. Protection both owner occupier and landlords who would like to protect their property.YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
Jatish Pindolia - Financial Planner Skills
Jatish Pindolia - Financial Planner Education Details
Frequently Asked Questions about Jatish Pindolia - Financial Planner
What company does Jatish Pindolia - Financial Planner work for?
Jatish Pindolia - Financial Planner works for Lyfe Fs Ltd
What is Jatish Pindolia - Financial Planner's role at the current company?
Jatish Pindolia - Financial Planner's current role is Director at Lyfe FS ► Helping you achieving your financial aspirations and dreams.
What schools did Jatish Pindolia - Financial Planner attend?
Jatish Pindolia - Financial Planner attended Middlesex University.
What are some of Jatish Pindolia - Financial Planner's interests?
Jatish Pindolia - Financial Planner has interest in Personal Fitness, Social Services, Education, Science And Technology, Disaster And Humanitarian Relief, Digital Photography, Golf, Arts And Culture.
What skills is Jatish Pindolia - Financial Planner known for?
Jatish Pindolia - Financial Planner has skills like Financial Advisory, Investments, Financial Services, Wealth Management, Financial Planning, Income Protection, Pensions, Strategic Financial Planning, Insurance, Residential Mortgages, Finance, Wealth.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial