Jatish Pindolia

I have been in the financial services industry since 2012. I believe in building long term relationship with clients. I am very passionate about working with clients with there long term goals and help them achieve these goals. I provide bespoke financial plans and solutions for our clients which we review with them over the long term. I’m a member of the Chartered Insurance Institute (CII), hold a Statement of Professional Standing and am working towards gaining Chartered Financial Planner status. Approved by The Openwork Partnership on 16/04/2024 Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.