Get to Know Us

You take center stage in our business. We are an expert firm who believe that experience delivers foresight.

What does this mean for you ?

It means a tailored approach to your unique situation, finances, and objectives. It means you gain a clearer understanding of how your finances work, empowering you throughout the process. And it means peace of mind for you and the ones you love. With almost a decades' experience in the industry, LYFE FS' professionals combine specialist knowledge on investments, pensions, and financial planning with a human approach. We can't predict the future. But we will help protect you from it.

Meet the Team

Get to know your expert financial planning team.

FINANCIAL PLANNER

Jatish has been a financial adviser since 2012, always operating with a core belief: that every financial plan has the client at its heart. He holds a DipPFS qualification and is in the process of achieving chartered status. 

FINANCIAL PLANNER

Ankur focuses on building long term relationships with his clients to help achieve their financial objectives and guide them through the complex landscape of financial planning.

 

Practice manager

Awaiting a awesome bio

Client relations

Having come from a successful Practice that I set up 27 years ago, Tulip Financial Services, my main aim has always been in helping my clients protect their families, their assets and income, their financial portfolios, and guiding them towards a prosperous future.

 

ADMINISTRATOR

Urvashi has extensive experience in book keeping and administrative support. She has been working with Jatish for over three years, supporting him with building and implementing financial plans. 

This Could be YOU - GET IN TOUCH

We're Here to Help

Your questions are our concern. Our expert team of advisers is on-hand to help.