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Jatish Pindolia - Financial Planner Email & Phone Number

Director at Lyfe FS Ltd
Location: Harrow, England, United Kingdom 2 work roles 1 school
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Current company
Role
Director
Location
Harrow, England, United Kingdom

Who is Jatish Pindolia - Financial Planner? Overview

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Quick answer

Jatish Pindolia - Financial Planner is listed as Director at Lyfe FS Ltd, based in Harrow, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jatish Pindolia - Financial Planner.

Jatish Pindolia - Financial Planner previously worked as Wealth Manager at Capital Financial Consultants (Uk) Ltd. Jatish Pindolia - Financial Planner holds Ba (Hons), Business Administration, Management And Operations., 2.1 from Middlesex University.

Company email context

Email format at Lyfe FS Ltd

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Lyfe FS Ltd

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Profile bio

About Jatish Pindolia - Financial Planner

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

Listed skills include Financial Advisory, Investments, Financial Services, Wealth Management, and 26 others.

Current workplace

Jatish Pindolia - Financial Planner's current company

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Lyfe FS Ltd
Lyfe Fs Ltd
Director
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2 roles

Jatish Pindolia - Financial Planner work experience

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Director

Current

Harrow, England, United Kingdom

We 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.

Oct 2020 - Present

Wealth Manager

Harrow, United Kingdom

  • At 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.
Oct 2012 - Oct 2020
1 education record

Jatish Pindolia - Financial Planner education

FAQ

Frequently asked questions about Jatish Pindolia - Financial Planner

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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 Lyfe FS Ltd?

Jatish Pindolia - Financial Planner is listed as Director at Lyfe FS Ltd.

Where is Jatish Pindolia - Financial Planner based?

Jatish Pindolia - Financial Planner is based in Harrow, England, United Kingdom while working with Lyfe FS Ltd.

What companies has Jatish Pindolia - Financial Planner worked for?

Jatish Pindolia - Financial Planner has worked for Lyfe Fs Ltd and Capital Financial Consultants (Uk) Ltd.

How can I contact Jatish Pindolia - Financial Planner?

You can use AeroLeads to view verified contact signals for Jatish Pindolia - Financial Planner at Lyfe FS Ltd, including work email, phone, and LinkedIn data when available.

What schools did Jatish Pindolia - Financial Planner attend?

Jatish Pindolia - Financial Planner holds Ba (Hons), Business Administration, Management And Operations., 2.1 from Middlesex University.

What skills is Jatish Pindolia - Financial Planner known for?

Jatish Pindolia - Financial Planner is listed with skills including Financial Advisory, Investments, Financial Services, Wealth Management, Financial Planning, Income Protection, Pensions, and Strategic Financial Planning.

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