SUNNY IN-MAIL
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(FCA Reg No:770385)
- Inheritance Tax Planning
- International Wealth Management
- Investment Planning
- Pension Transfers
- Protection
- Retirement Planning
- Trusts
- Wealth Management
No minimum
Financial Hi, I’m Lena.
I’m not your traditional Chartered Financial Planner; if you are looking for a professional, yet more relaxed and perhaps informal approach, I’d love to hear from you.
I specialise in providing Independent Financial Advice to those people who:
• Want to plan for their retirement; a financially secure retirement doesn’t happen by accident. I’ll use my financial planning experience to build you a plan that will allow you to finish work on your terms
• Want to retire now; there’s more to life than the 9-5. If you’ve reached a point where you want to stop working, I’ll help you plan your finances to ensure you can do everything you want to in retirement
• Have money to invest; whether it’s money you’ve only recently come by, or capital you’ve had for a while, my advice will ensure it is managed carefully to achieve your objectives
• Are getting divorced; I’ll lend a sympathetic ear (and sometimes a shoulder too!) to help you rebuild your financial life following a divorce or separation
I work from offices in Leicester, but am very happy to meet you in your home, or an alternative location that’s convenient for you.
Financial
The recommendations below represent are customers views, not the views of Sunny Avenue.
Initial fee free consultation 
Face 2 Face
Telephone Appointments
Video Conferencing
Whole of MarketWhole of Market means this adviser can offer advice on products from a wide range of providers
Leicester, Leicestershire
01162960090 
admin@isjfinancialplanning.co.uk 
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