I am a financial planner based in Leicester, with a nuanced understanding of the economic landscape specific to Leicestershire and the Midlands. This local insight enables me to provide tailored financial planning services, with the added benefit of face-to-face meetings to build a solid, trusting relationship. Whether you're a local entrepreneur or a family planning for the future, ISJ Financial Planning offers services that are as local and personalised as your financial needs.
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- Cash Flow Modelling
- Inheritance Tax Planning
- Investment Planning
- Lifestyle Financial Planning
- Retirement Planning
- Tax and Trust Planning
Sentiment Analysis
Lena has been my financial advisor for a few years and I highly recommend her, when we first met my finances were in a mess, I had a huge debt, mortgage & pension stresses following an unexpected redundancy and didn’t know where to turn, Lena completely turned this around with sound advice & recommendations for a strong and secure financial future which has , honestly saved my life.
Lena was a great help advising on the best pension portfolio for my circumstances, I would recommend Lena's services.
I really like Lena's approach to finding out what you want life to look like the you are retired so that you can clarify what your financial needs are.
Lena is not only extremely knowledgeable and professional, but also a really nice person to deal with.
Offered a good view on retirement options as well as possibilities for current investments.
We’re always confident that Lena has our best financial interests at heart.
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