ISJ Independent Financial Planning Limited

ISJ Independent Financial Planning Limited (FCA Reg No:770385)

ISJ Independent Financial Planning Limited (FCA Reg No: 770385)

Sunny Avenue verified the details on this profile
Sunny Avenue verified the details on this profile
ISJ Independent Financial Planning Limited
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.
Minimum Wealth
No minimum
Financial
  • Inheritance Tax Planning
  • International Wealth Management
  • Investment Planning
  • Pension Transfers
  • Protection
  • Retirement Planning
  • Trusts
  • Wealth Management
  • About us
  • Meet our advisers
  • CHARGES FOR ADVICE

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.

Lena Patel - Fellow and Chartered Financial Planner

Financial

Qualifications And Accreditations
  • Preview
    CII - Advanced Diploma in Financial Planning
  • Preview
    CII - Diploma in Financial Planning
  • Preview
    CII - Certificate in Mortgage Advice
  • Preview
    CII - Certificate in Financial Services
  • Preview
    CISI - Wealth Management Level 4

The recommendations below represent are customers views, not the views of Sunny Avenue.

CHARGES

Initial fee free consultation

Advice methods

  • Face 2 Face
  • Telephone Appointments
  • Video Conferencing

Advice Type

  • Whole of MarketWhole of Market means this adviser can offer advice on products from a wide range of providers

CONTACT US

  • Leicester, Leicestershire
  • 01162960090
  • admin@isjfinancialplanning.co.uk

Languages we do business in

English
Other

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