Dave Phatak
Independent Financial Adviser @Lyndhurst Financial Management Ltd
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WORK HISTORY
Independent Financial Adviser @Lyndhurst Financial Management Ltd
Harpenden, GB
Providing comprehensive financial advice and solutions to clients, specializing in investment, protection, and retirement planning.• Conducting in-depth financial analysis to tailor personalized financial plans for clients\' specific needs.• Collaborating with a team of professionals to deliver top-notch financial services and support to clients.• Successfully managing client portfolios, resulting in significant growth and financial security for clients.
EDUCATION
Leeds Beckett University
Bachelor of Arts - BA, European Finance & Accounting
University of Warwick - Warwick Business School
Master of Business Administration - MBA
SKILLS
ABOUT DAVE PHATAK
AboutAfter a rewarding career in the global automotive industry, I made a purposeful shift into financial services — combining my commercial acumen with a lifelong passion for personal finance.As a Financial Adviser, I work with individuals and families to help them make confident, informed decisions about their financial future. My background in building long-term relationships and delivering practical solutions translates seamlessly into helping clients navigate key life events — from retirement and inheritance planning to investing for future generations.I bring not just technical knowledge, but lived experience. Having already faced many of the decisions my clients are dealing with, I’m able to offer advice that’s not only professional, but deeply personal and empathetic.I\'m currently working towards the Advanced Diploma in Financial Advice (Adv DipFA), I am on the path to Chartered Financial Adviser status — with a commitment to high standards, lifelong learning, and client-first service. Outside of workWhen I’m not working with clients, I’m outdoors — walking, travelling, running after my teenage children, or picking up a new sport. Boundless energy helps!
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