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Yash Lalit

Trainee Adviser

Based in our Brighton office, Yash Lalit is a dedicated Trainee Adviser who combines financial expertise with genuine care for clients’ wellbeing. Holding a Master’s Degree in Financial Planning from UniSA, Yash is passionate about learning how to guide people to achieve their financial goals without compromise. His career is driven by the desire to make a meaningful impact, guiding clients through both their challenges and triumphs.

Yash’s journey into financial advice was inspired by his commitment to creating positive change in people’s lives. He views his role as a privilege, valuing the trust clients place in him. For Yash, financial advising isn’t just about numbers; it’s about understanding each client’s unique story and aspirations and providing tailored guidance and support.

Outside of work, Yash is an avid runner and fitness enthusiast with a passion for trying new cuisines. A former hospitality aspirant, he still enjoys cooking at home, especially for family and friends. Switzerland, with its blend of adventure and tranquillity, is his favourite travel destination. When he’s not working out or experimenting in the kitchen, you’ll likely find him cheering on his favourite F1 team, Red Bull.

Yash is deeply committed to making a positive impact, whether professionally or by simply brightening people’s day with a smile. He believes that consistency and discipline are the keys to success and always ensures that his client’s best interests come first.

In three words, Yash describes his career as impactful, rewarding, and evolving. He looks forward to continuing his journey in financial advice, making a lasting difference in the lives of his clients.

If you’d like to ask Yash any questions, please contact him by phone or email